You need to bring data to the Dynamics 365 customer engagement app without data migration.
What will you use in your solution design?
Click on the arrows to vote for the correct answer
A. B. C. D. E.Correct Answer: B
Dynamics 365 customer engagement (CRM) applications are model-driven apps built on the Dataverse.
The CRM apps include: Sales - helps users nurture relationships with their customers, collect information about their operations and needs, effectively communicate with prospective customers, and facilitate sales closing.
Customer Service - helps users to manage provided services and focus on customer satisfaction.
Field Service - helps users effective management of the onsite work for solving customers' problems.
Marketing - helps users streamline automatic marketing communication with customers working seamlessly with Sales and using business intelligence.
A model-driven app can use only the Dataverse as a data source.
If you need to bring the data from other sources, you need to use connectors.
And connectors work with a canvas app.
So, you can create a canvas app with the required connector and then embed this app within the model-driven app or Dynamics 365 customer engagement app.
This approach helps you to create a data integration without data migration.
All other options are incorrect.
For more information about the integration between Power Platform apps and Dynamics 365 business application, please visit the below URLs:
To bring data to Dynamics 365 customer engagement app without data migration, there are several options to consider:
A. Power Virtual Agent: Power Virtual Agent is a chatbot service that can be used to automate conversations and perform tasks. While it can be used to collect data from users, it is not typically used to bring data into Dynamics 365.
B. Embed canvas app: Canvas apps are custom applications built on the Power Platform that can be embedded directly in Dynamics 365. These apps can be used to display data from external sources, making them a good option for bringing data into Dynamics 365.
C. Add Power Apps portal: Power Apps portals allow users to create external-facing websites that can be used to display and interact with data from Dynamics 365. This can be a good option if you need to bring data in from external sources and make it available to external users.
D. Desktop flow: Desktop flows are used to automate repetitive tasks on a computer. While they can be used to move data into Dynamics 365, they are not typically used as the primary method for bringing data in.
E. Business Process Flow: A Business Process Flow (BPF) is a visual representation of a business process that guides users through a series of steps. While BPFs can be used to move data through a process, they are not typically used to bring data into Dynamics 365.
Based on the options provided, the best choice for bringing data into Dynamics 365 would be to embed a canvas app or add a Power Apps portal. These options allow for custom development and display of external data within the Dynamics 365 interface. However, the specific choice will depend on the requirements of the solution, including the type and source of the data, the desired user experience, and other factors.