Scenarios to use Virtual Table in Dataverse (Power Platform)

Virtual tables in Dataverse provide a way to access external data sources without requiring data replication or synchronization. Here are some business scenarios where virtual tables can be used in Dataverse: 

Consolidating Data from Multiple Systems: Many organizations use different systems to manage various parts of their business, such as sales, customer service, and finance. Virtual tables can be used to consolidate data from these systems into a single view within Dataverse. This can help organizations gain a better understanding of their business and make more informed decisions.  Real-Time Data Integration: Organizations that need to integrate data in real-time can use virtual tables to access external data sources. For example, an organization that needs to monitor inventory levels across multiple warehouses in real-time can use virtual tables to access data from their warehouse management system.  Simplified Reporting: Virtual tables can be used to simplify reporting by providing a single view of data across multiple systems. For example, an organization that needs to generate a report on customer orders can use virtual tables to access data from their sales system and customer relationship management (CRM) system.

Business Process Automation: Virtual tables can be used to automate business processes that require data from external systems. For example, an organization that needs to generate a purchase order when inventory levels fall below a certain threshold can use virtual tables to access data from their inventory management system.  External Data Integration: Organizations that need to integrate with external data sources, such as social media platforms, can use virtual tables to access data from these sources. For example, an organization that needs to analyze customer sentiment on social media can use virtual tables to access data from their social media monitoring tool.   At the same time, there are lots of limitations in using Virtual Tables. Those limitations are mentioned in this link: Consideration when we use virtual tables with Microsoft Dataverse

Key factors to focus in the Canvas App development

When developing a Canvas App, there are several key factors that you should focus on to ensure that the app meets your needs and the needs of your users. Here are some of the most important factors to consider:

Data protection and privacy: Ensure that the app complies with relevant data protection and privacy regulations, such as GDPR, CCPA, etc. This includes properly securing and protecting user data and obtaining consent for data collection and processing.

Accessibility: Ensure that the app is accessible to all users, including those with disabilities. This includes designing the app with accessibility in mind, such as providing alternative text for images and ensuring keyboard navigation.

Security: Ensure that the app is secure and protected from unauthorized access. This includes implementing appropriate access controls and permissions, using secure data connections, and regularly testing for vulnerabilities.

Governance: Establish governance policies for the app, such as who has access to modify and publish the app, and how changes to the app are reviewed and approved.

Compliance: Ensure that the app complies with relevant organizational policies and procedures, such as branding guidelines, IT policies, and software development standards.

Performance: Ensure that the app performs well and is optimized for speed and efficiency. This includes regularly monitoring and tuning the app's performance.

By considering these policies, you can ensure that your canvas app in Power Platform is developed with security, compliance, accessibility, and performance in mind, providing a valuable tool for your organization while minimizing risk.

Must read: Trying to convert Figma Image to canvas app in PowerApps using Image(Preview)?

 To convert a design from Figma to a Canvas app in PowerApps, you can follow these general steps:

Export the Figma design: In Figma, select the design you want to convert and then click on File > Export. Choose the format that you want to export the design in (e.g., PNG, JPG, SVG) and save the file to your computer.

Create a new Canvas app in PowerApps: Log in to PowerApps and create a new Canvas app. Choose the Image(Preview) option.

Please read the instructions carefully.

Now, we need to upload the image that we have exported from the Figma.

It quickly recognizes all the components in the image, that we have uploaded in the previous screen.

In this step, we can create the new table in Dataverse to store the values shown in the previous screen or can skip this step for now.

If you have selected the option to create a new table, then you have to provide the data type for the columns.

In this preview, we are provided with few basic data types as shown below. 

According to the requirement, we have now selected the column names and data types.

In the next step, you will have the provision to change the table name and primary field mapping. Once done, final thing is to create the table by clicking on the “Create” button.

Now you are all set to go, it starts creating the table and canvas app for you.

Here is the magic, you see the Canvas app is created for you with almost 40% of the content from your image file is now available in the app, with data source (Dataverse table) connected to it. But the content shown in the tabular view are not stored in table as records and is not shown in gallery view here.

Overall, the key to converting a Figma design to a Canvas app in PowerApps is to use the Figma design as a reference and then add the necessary controls and functionality to match the design in PowerApps. 

As Image conversion to App feature is still in Preview mode. May be we can try this approach for Form images, but not for grid views or table view images.

Dynamics 365 CE: When to use OOB Workflows vs Power Automate Flow

Both Workflows and Power Automate Flows can be used to automate business processes in Dynamics 365 CE, but they have some differences that may make one more suitable than the other depending on the specific scenario.

Here are some general guidelines to help you decide which to use:

1. Complexity of the process: Workflows are best for simple, linear processes that require only basic logic and don't involve multiple entities. Power Automate Flows, on the other hand, can handle more complex processes that involve multiple entities, conditional branching, looping, and more.

2. Real-time vs. batch processing: Workflows are designed to run in real-time, meaning they are triggered immediately when a specific event occurs in Dynamics 365 CE. Power Automate Flows, on the other hand, can be triggered in real-time or can be scheduled to run at specific times, making them more suitable for batch processing scenarios.

3. Integration with external systems: Power Automate Flows have built-in connectors that allow you to easily integrate with external systems like SharePoint, Twitter, and Salesforce. Workflows do not have these connectors, so if you need to integrate with external systems, Power Automate Flows may be the better choice.

4. User interface: Workflows are created using a point-and-click interface within Dynamics 365 CE, while Power Automate Flows are created in a separate web-based interface. If you prefer to work within Dynamics 365 CE, workflows may be the better choice.

5. Licensing: Power Automate Flows require a separate licensing, whereas workflows are included in the Dynamics 365 CE licenses.

In summary, Workflows are best for simple processes that require real-time processing and limited external integration, while Power Automate Flows are best for more complex processes that require batch processing and/or integration with external systems.

How to consume data from Dynamics 365 Finance and Operations in Canvas App?

 To consume data from Dynamics 365 Finance and Operations in a Canvas app, you can follow these steps:

1. Create a new connection to Dynamics 365 Finance and Operations in Power Apps. To do this, click on the "Connections" tab and then click on "New Connection." Search for "Dynamics 365 Finance and Operations" and select it.

2. Authenticate your connection by entering your Dynamics 365 Finance and Operations credentials.

3. Once your connection is created, you can start building your Canvas app. To add data from Dynamics 365 Finance and Operations, add a new data source by clicking on "Data sources" and then clicking on "Add data source."

4. Select the Dynamics 365 Finance and Operations connection you just created.

5. Choose the entity or table that you want to use as a data source. You can do this by selecting the entity from the dropdown list or by searching for it.

6. Once you have selected your entity, you can add fields to your app by dragging and dropping them onto the canvas.

7. You can now use the data from Dynamics 365 Finance and Operations in your app. For example, you could use it to display a list of customers, create invoices, or update product information.

8. To display the data from Dynamics 365 Finance and Operations in a particular format, you can use various controls and functions available in Power Apps, such as galleries, forms, and filters.

9. Finally, test your app to ensure that the data from Dynamics 365 Finance and Operations is being displayed correctly.