The first solution comes to mind is to use iFrame and easy peasy life. But, hold on Mr. Consultant!! iFrame approach is not the supported. 😦
- So, the supported approach for such requirement is to use the Dynamics CRM SDK (using Web services) and show the data into the temporary tables or controls in D365 Operation or Financials. The effort of this approach is quite intense and need a good understanding of D365 Sales and D365 Operation is needed.
- Another approach is using Common Data Service. Very powerful, but not very flexible. Give a try to this one first, if you got stuck then use the Option # 1.
- Another approach is using the pre-built Flow Templates. Easy to implement, robust and less onboarding time for a new comer. When you are working with this option, actually you’re utilizing the Common Data service at the backend.
My take on this is to go with Option # 3. FYI, I’m also learning about PowerApps and Flow at the moment, so I’ll keep updating this article with the passage of time.