QuestionQ86

Integrate and manage data solutions

A company deploys Dynamics 365 Finance and Dynamics 365 Supply Chain Management. Customers submit orders through the company website store or through sales representatives.

A Power Platform app is created to manage sales quotes for sales representatives who lack direct access to the Finance and Supply Chain Management environment. The app must meet these requirements:

  • Sales representatives must be able to create new customers.
  • Ensure that only approved products can be sold.

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  • Be available when sales representatives do not have internet access.
  • Web sales are imported nightly.

Determine an app-integration strategy. Each option may be used once, more than once, or not at all.

Drag & Drop
Dual-write
Virtual entity
Composite entity
Explanation

The overriding constraint is that the app must work when sales reps have no internet, which forces any data the app reads or writes to physically reside in Dataverse. Creating new customers needs a bi-directional, offline-capable write-back to Finance and Operations, so new customers uses Dual-write. Enforcing that only approved products can be sold requires the released-product list to be available in the offline dataset; virtual entities/tables are live pass-through and are NOT supported in Power Apps mobile offline, so approved products must also use Dual-write (a low-frequency master-data table that can sync once a day) rather than a Virtual entity. Nightly bulk import of web sales is a data-management batch scenario, best modeled with a Composite entity that groups the order header and lines for import. Thus Dual-write is used twice and Virtual entity is not used at all.

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