Dynamics 365
/ Dataverse
Your existing standard and custom tables, relationships, permissions and business rules remain the data source.
Dynamics 365 & Dataverse Integration
Dynamics 365 apps
for the people doing the work.
Your data and processes remain in Dynamics 365 and Dataverse. We build the focused mobile app, web app or portal that technicians, sales teams, dealers, customers and operations teams actually need, without handing every user the full Dynamics interface.
We do not replace Dynamics. We build the application you need on top of it.
Applications Built on Dynamics 365
One Dataverse,
the right application for each user.
Your teams, dealers and customers do not have to use the same Dynamics screens. We design each application around the tasks and records its users actually need.
Field Service Application
A technician application that uses customer, equipment, service and work order data held in Dynamics 365.
Sales Application
Account, Contact, Opportunity, quotation and visit workflows presented in focused screens for field sales teams.
Dealer Portal
A web application where dealers see only the customer, order, quotation or service records relevant to them.
Customer Portal
A self-service portal where customers can view their own records, service progress, documents or requests.
Operations Dashboard
Custom web screens that bring Dynamics data into the internal workflows followed by your operations team.
Integration Architecture
How does Dynamics 365
reach your applications?
The native Dataverse Web API remains the connection point. When the project needs it, we add our own controlled backend and application-focused GraphQL API between Dataverse and client applications.
Dynamics 365
Dataverse Web API
/ OData
Our backend service reaches the required Dataverse records through Microsoft-supported APIs.
Backend
& GraphQL API
When useful, we keep Dataverse authentication, queries, relationships, business rules and error handling behind a simpler API designed for the applications.
Optional, based on the projectMobile, web
and portals
Flutter mobile apps, React or Angular web apps, customer and dealer portals, and internal tools can use the same controlled layer.
GraphQL Decision
GraphQL where
it creates value.
GraphQL is not a Dataverse API provided by Microsoft. It is an application-focused API layer we can build on top of the native Dataverse Web API when the project benefits from it.
Consider GraphQL
A shared layer becomes useful when:
- Multiple applications use the same Dataverse environment
- Screens combine data from several related tables
- Frontend applications should not manage Dataverse-specific query details
- Authentication and business logic need a shared home
- New client applications are likely to be added later
Keep it direct
A simpler integration may be enough.
If one application needs a limited set of Dataverse operations, the backend can call the Dataverse Web API directly. Adding GraphQL without a clear need would only introduce another layer to build and maintain.
We choose the smallest architecture that can meet the product, security and growth requirements.
Dynamics 365 integration questions
Before we start,
clients usually ask these.
No. We first review your current Dataverse tables, fields, relationships, permissions and business rules. The mobile app, web portal or API is then designed to work with that structure. We only recommend CRM changes when there is a clear technical or operational reason.
Yes. The mobile app does not need to store Dataverse credentials. It connects to a backend service that handles Microsoft Entra ID authentication, permissions and Dataverse requests. The exact access model depends on whether users sign in individually or the integration runs as an application.
GraphQL is not Dataverse's native API and it is not required for every project. We consider an application-focused GraphQL layer when multiple clients share one Dataverse environment, screens combine related tables, or authentication and business rules should stay in one backend. For a straightforward integration, a backend that calls the Dataverse Web API directly may be the better design.
Yes. Most real Dynamics 365 environments contain custom tables, columns, relationships, choices and business rules. We inspect the metadata and existing flows before writing the integration rather than assuming a standard CRM model.
Common examples include technician and field service apps, sales tools, dealer or customer portals, quotation and order screens, internal operation panels and reporting interfaces. The right scope depends on who will use the application and which Dataverse processes they need.
Power Apps can be the right choice for rapid internal tools and some operational workflows. A custom mobile or web application is usually more suitable when the product needs a fully tailored experience, faces customers or dealers, is distributed through app stores, requires advanced offline or native device capabilities, integrates heavily with other systems, or needs a dedicated frontend architecture. We assess the users, distribution and integration scope before recommending either route.
Related Solutions
Related products
we have built.
RastCRM
Sales, service and field operations on a shared CRM platform.
Technician Application
Mobile tools for installation, maintenance and field service teams.
Courier Tracking Application
Live delivery, task and courier operations connected to central business data.
Planning a Dynamics 365 integration?
Let us look at your Dataverse structure together
Get in touch