Introduction
Microsoft Power Platform applications provide organizations with the correct tools to help build better customer experiences and journeys. By providing access to important customer data through a single interface, users can manage customer journeys and provide exceptional customer support experiences. As users work in model-driven apps, they might encounter scenarios where using Microsoft 365 services such as Exchange, SharePoint, or Outlook enhances the overall experience.
For example, while you can attach files to Microsoft Dataverse rows, such as Contacts, it's more similar to traditional email attachments where you're attaching a copy of the file to the email. Changes that you make to the file are only in the attached file. This approach doesn't support collaboration. With SharePoint, you can store files in a central location where users can access it. This approach allows everyone to work within the same document, but then you can also use other collaboration capabilities such as versioning.
You can use Microsoft 365 services with Dynamics 365 applications and Power Apps model-driven apps in many different ways to create a better overall user experience, where the user can take advantage of the services that they use every day within model-driven apps.
Different available options include:
Exchange integration - Users can send and receive emails that are related to Dataverse rows through their organizational email account.
SharePoint integration - Users can associate SharePoint document libraries with Dataverse rows. Essentially, Power Apps and non-Power Apps users can collaborate on documents in SharePoint. Power Apps users can access those documents directly from Dataverse rows.
App for Outlook - Add-in for Microsoft Outlook that lets users view Dataverse information directly from Microsoft Outlook, and it lets users link emails directly to Dataverse rows.
The remainder of this module examines each integration scenario in more detail.