Hi,
We have a bunch of service providers as a contact record who should be accessing D365 records like (Custom entities, Quotes, Service modules) and update information.
For this a native app (react js) was built so that it can be downloaded from play store (Android). The challenge is to provide access to service providers to access D365 records that are assigned only against the specific contact record. Some of the entities that need to be accessed may be restricted entities which need proper dynamics license.
One of the options suggested was to copy all the restricted entities data concurrently in duplicate tables and API can be connected to those tables. I am not sure whether this is the right approach as there are chances of jobs failing. Please let me know if this is the only approach or what could be best solution.
Thanks in advance.
Regards
Venkat
Hi Venkat,
1. What should be the integration tool used to connect react.js app and D365 (online)?
You should be connecting through the Dataverse Web API.
https://docs.microsoft.com/en-us/powerapps/developer/data-platform/webapi/perform-operations-web-api
2. Can we use just one service account to retrieve the information from D365? As the service providers will see only the associated entities information related to their contact record.
You can, but you still need licenses for your end users. Take a look at the documentation and diagram below.
Regards,
Cris
Hi,
Thanks for your reply. We did try power apps initially and decided to move into native apps because of license cost factor. I would like to know the following and please let me know whether you can help me on those.
1. What should be the integration tool used to connect react.js app and D365 (online)?
2. Can we use just one service account to retrieve the information from D365? As the service providers will see only the associated entities information related to their contact record.
Thanks
Hi @Venkat_Aus,
I think you have got the wrong place, you should go to Dynamics Forum for help.
Thanks for your cooperation.
Hi Venkat,
We have a bunch of service providers as a contact record who should be accessing D365 records like (Custom entities, Quotes, Service modules) and update information.
What you are describing above is exactly what Power App Portals allow you to do without the need of having to create a native app from scratch. Have you considered using it?
What is Power Apps Portals? (slides.com)
Also, there is this new feature in Portals that allows you to publish your portal as a progressive web app.
Portals as progressive web apps (PWAs) overview - Power Apps | Microsoft Docs
There are so many considerations in regards to creating a bespoke app that interacts with D365/Dataverse, security and performance just to name a couple, that will make it a steep slope. Unless you have very good reasons to do it, I would recommend to consider using some of the pre-built alternatives first.
There is also this new functionality to creative Power Apps as native mobile apps that is in preview at the moment.
https://powerapps.microsoft.com/en-us/blog/create-mobile-apps-with-power-apps-preview/
Some of the entities that need to be accessed may be restricted entities which need proper dynamics license.
Unless I am mistaken, and someone please correct me if I am wrong, copying the entities won't free you from the need of having those licenses for your users.
If your users are customers, they are covered by your existing licenses. If they are suppliers or contractors, you need a license for them. That's my understanding at least.
I hope this info helps! have a great day!
Regards,
Cris
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