One Power App for multiple different CRM system

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Posted on 10 Dec 2024 12:01:58 by RS-10121135-0

Hello Everyone,

We want to build the generic Power Apps that can work with multiple CRM platforms like Dynamics CRM, Hubspot, Salesforce etc.
First question - Is it possible or a dream that we are talking about?
Second question - If it is possible, any pointer or guidelines how this can be achieved would be greatly appreciated.
The custom power App that we are talking about will store and maintain the sales order/sales quotation specific information in different ERPs.
Calling experts to shed some light here.

Regards

-Rahul

Categories:

Application Lifecycle Management (ALM)

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Garima_PowerPlatform 170 on 11 Dec 2024 at 22:13:38

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One Power App for multiple different CRM system

Hi RS-10121135-0,

I would be very happy to help you.

You can ask question as much as you can.

Thanks
RS-10121135-0 6 on 11 Dec 2024 at 09:08:05

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One Power App for multiple different CRM system

Hi CU04120610-0
Do you experience in building similar use case using the Power apps?

If so, your experience can greatly help us.

Let us know if you are interested in discussing the possible collaboration.
RS-10121135-0 6 on 11 Dec 2024 at 09:06:18

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One Power App for multiple different CRM system

Thank you for your response.
Garima_PowerPlatform 170 on 11 Dec 2024 at 06:08:37

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One Power App for multiple different CRM system

1. Yes, Is it Possible to Build a Power App for Multiple CRMs (Dynamics CRM, HubSpot, Salesforce, etc.)

2.

Use Standard Connectors

Power Apps has built-in connectors for popular CRMs like Dynamics 365, Salesforce, HubSpot, and more.

These connectors handle authentication and data retrieval, making it easier to interact with these systems.

Use Custom Connectors

For CRMs without built-in connectors, create Custom Connectors to integrate with their APIs.

Define APIs, configure authentication (OAuth), and standardize the data model across platforms.

Data Normalization & Mapping

Create a Common Data Model (CDM) for entities like sales orders and contacts.

Use Power Automate to map and transform data between CRMs into a unified format.

Design the App with Flexibility

Allow users to choose the CRM they want to use, and load the corresponding data.

Use conditional logic to display fields specific to the selected CRM and standardize the interface.

Power Automate for Workflow Integration

Use Power Automate to sync data across CRMs and trigger actions when data changes.

Data Storage & Management

Use Dataverse to store and manage data across systems, ensuring synchronization between CRMs.

UI/UX Considerations

Ensure the app is responsive on all devices and handle errors properly (e.g., retry when a CRM fails to load).