Dynamics 365 and Power Platform together form a powerful ecosystem for Swiss companies. Through the shared data layer Dataverse and seamless integration options, business processes can be fully digitized and automated.
Integration
Dataverse as a Common Foundation
Dataverse is the central data layer that connects Dynamics 365 and Power Platform. All business data – from customers to orders to service cases – is managed in a unified data model. Virtual Tables enable access to external data sources like SAP or SQL Server without physically copying data. This creates a Single Source of Truth for all applications.
Power Apps Extensions
Model-driven Apps extend Dynamics 365 with customized interfaces for specific business processes. Swiss companies use these, for example, for quotation processes, service notifications, or quality management. Canvas Apps complement the offering with mobile frontends for field employees or production recording. Both app types directly access Dataverse tables.
Power Automate Workflows
Power Automate orchestrates processes between Dynamics 365, Microsoft 365, and third-party systems. Typical flows include the automatic creation of tasks for new leads, approval workflows for quotes, or the synchronization of customer data with the ERP system. Cloud Flows and Desktop Flows (RPA) complement each other for end-to-end process automation.
Use Cases
CRM Extensions
Swiss SMEs extend Dynamics 365 Sales with Power Apps to include industry-specific functions such as multilingualism (DE/FR/IT), Swiss address validation, or VAT calculation. Power BI dashboards provide real-time insights into the sales pipeline, revenue development, and customer activity directly within Dynamics 365.
Automated Processes
From quote approval to invoicing to service case handling – Power Automate eliminates manual steps and reduces turnaround times. ALM (Application Lifecycle Management) with Solutions ensures that customizations are cleanly transported between development, testing, and production environments.
Custom Dashboards
Power BI Embedded brings interactive reports directly into the Dynamics 365 interface. Business leaders receive real-time KPIs, while operational teams utilize detailed analyses of their work areas. The data remains stored in the Swiss Microsoft Cloud region.
Conclusion
The integration of Dynamics 365 and Power Platform creates real value for Swiss companies. With Dataverse as a common foundation, flexible apps, and automated workflows, a fully digitized business platform emerges.