xlsEXPERTS

Services

Microsoft Power Apps & Dataverse Development

Extend your Microsoft business ecosystem with custom applications built around the way your business actually works.

Many organisations already hold substantial business data, processes and security inside Microsoft Dynamics 365, Dataverse, Microsoft 365, SharePoint, Excel, Power BI, Teams and Outlook. The out-of-the-box screens rarely match how a particular team actually works. We design purpose-built Power Apps around that workflow — using your existing Microsoft environment rather than asking staff to navigate a large enterprise system for a narrow operational task.

  • Designed around the actual workflow
  • Uses your existing Microsoft data
  • Power Apps, Dataverse and Power Automate
  • Dynamics 365 where it already sits
  • Custom web apps when Power Apps is not the right layer
  • Excel, VBA and SQL still in the mix when they should be

Looking for all services, custom web applications or business process automation?

The missing application layer on top of Microsoft

Many organisations already have substantial business data, processes and security inside Microsoft products. Dynamics 365 may be the CRM or ERP. Dataverse may already hold customer, product and operational records. Microsoft 365, SharePoint, Excel, Power BI, Teams, Outlook and Power Automate are often part of daily work.

The interfaces and workflows available out of the box do not always match the operational needs of individual departments, field staff, sales teams or management. XLS Experts creates custom-purpose applications that sit on top of, alongside or between those existing systems.

Those applications can use the client’s existing Microsoft data and authentication environment while providing an interface and workflow designed specifically for the task. The objective is often to simplify a complex enterprise system for a particular operational job — not to give every user the entire Dynamics or Microsoft 365 interface.

  • Microsoft Dynamics 365
  • Microsoft Dataverse
  • Microsoft 365
  • SharePoint
  • Excel
  • Power BI
  • Teams
  • Outlook
  • Power Automate

Understanding the process, modelling the data and designing the workflow matter more than knowing how to place controls on a Power App.

Our value is not that we can drag controls onto a canvas. It is understanding the business process, designing the workflow, modelling the data, integrating existing systems, automating repetitive actions, and creating a clean application for the people who actually do the work. Power Apps, Dataverse and Power Automate are the implementation platform.

What is Microsoft Power Apps?

Microsoft Power Apps is Microsoft’s application development platform for creating custom business applications that can connect to Dataverse, Microsoft 365, Dynamics 365 and other business data sources.

In practical terms, Power Apps lets a business create custom desktop, tablet and mobile applications connected to the information it already holds. The result should feel like a tool built for one job — not a smaller copy of a large enterprise system.

Depending on the requirement, an application can:

  • Read information from existing Microsoft and connected systems
  • Create and maintain additional operational data
  • Guide employees through a defined workflow
  • Trigger Power Automate processes
  • Work with Dataverse tables and relationships
  • Work with Dynamics 365 data through supported Microsoft methods
  • Restrict screens and actions based on the logged-in user
  • Give field or sales staff only the information they actually need

A simpler interface for a specific task

A salesperson may not need access to the entire Dynamics interface. They may simply need an application showing their customers, current stock availability, stock currently carried in their vehicle, recent customer activity, and a simple screen to record a sale or initiate an order.

That dedicated workflow can be much faster and easier than asking the user to navigate a large enterprise application. The same pattern applies to warehouse lookup, field inspections, internal approvals and operational data capture.

Have a Microsoft workflow that doesn't quite fit?

If employees are still relying on spreadsheets, manual processes or duplicate data entry beside Dynamics or Microsoft 365, a purpose-built application may be able to connect the pieces.

Extend your existing Dataverse environment

Microsoft Dataverse is Microsoft’s cloud-based business data platform, used by Power Platform and Dynamics 365 to securely store and relate business information.

Where a client already uses Dynamics or Dataverse, we can often build additional applications around that environment rather than creating an entirely disconnected database. The application still authenticates as part of the Microsoft tenancy, and it can work with records the business already maintains.

That can include:

  • Accessing existing customer records
  • Querying products and price information
  • Querying warehouse inventory
  • Accessing contacts and accounts
  • Referencing existing sales information
  • Creating operational records for a specific process
  • Maintaining supporting data that does not naturally belong in the core Dynamics implementation

Additional tables for application-specific work

Additional Dataverse tables can be created for application-specific requirements when that is appropriate. The core Dynamics implementation does not have to absorb every operational detail that a particular team needs.

Example: sales representative vehicle inventory

A business may already maintain warehouse inventory in Dynamics. We could create an additional operational table to record the inventory carried in individual sales representatives’ vehicles. The application could then combine central warehouse inventory, rep-specific vehicle inventory, customer information and product information into one simple mobile workflow.

Integrations use the supported Microsoft mechanisms — Dataverse, APIs and Dynamics business processes — rather than writing directly to underlying database tables. Where Dynamics provides application-specific logic for creating a sales order or adjusting stock, the application should follow that path.

Custom apps around Microsoft Dynamics 365

Organisations often have Dynamics 365 because it provides the core CRM, ERP or operational system. Individual teams may still need specialised workflows that the standard screens do not provide well. Custom Power Apps can give those teams a much narrower interface to Dynamics information.

Can Power Apps integrate with Dynamics 365? Yes. Dynamics 365 applications use Microsoft’s broader Power Platform and Dataverse ecosystem, allowing appropriately designed Power Apps to work with Dynamics data and business processes using supported Microsoft integration methods.

Sales order capture

A salesperson visits a customer and opens a tablet or phone application. The application can identify the salesperson, display their customers, search the product catalogue, check available inventory, show vehicle stock, capture quantities and delivery information, then create a sales notification or initiate the appropriate sales-order process in Dynamics using supported Microsoft methods.

Warehouse stock lookup

Give warehouse or counter staff a simplified product and stock search rather than requiring them to navigate multiple Dynamics screens. Filter by SKU, product description, warehouse, location and availability.

Customer visit app

Provide field staff with customer details, contacts, previous activity, outstanding tasks, relevant products, notes, photographs and follow-up actions. Information captured during the visit can then become available to the wider business.

Approval workflows

Create custom approval interfaces for purchasing, discounts, pricing exceptions, expenses, project variations, stock adjustments and internal requests. Combine Power Apps with Power Automate, Teams, Outlook or Microsoft approvals where that is the practical path.

Field service and operational data capture

Applications designed for staff working away from a desk: inspections, site visits, maintenance records, job completion, photographs, asset information, safety checks, measurements, signatures and status updates.

Talk to us about extending Dynamics

If a team only needs a focused slice of Dynamics — customers, stock, visits, approvals or field capture — we can assess whether a custom Power App is the practical next step.

Built around your process — not the other way around

Traditional software often forces a business to modify its workflow to fit the software. Our approach is different. We first understand the work, then design the application around it.

Before anything is built, we want a clear picture of:

  • What employees are trying to achieve
  • What information they require
  • Where that information currently exists
  • What they currently do manually
  • Where duplicate entry occurs
  • What actions should be automated
  • What information management needs afterwards

Applications can therefore be extremely specific. Instead of purchasing another large field-service platform, a company that already uses Microsoft Dynamics may only require a small application that handles one missing operational process and feeds the results back into its existing systems. That is a key benefit of custom development.

The complete workflow — not only Power Apps

XLS Experts is not restricted to Power Apps. Power Apps may be the user interface, one component of a wider solution, or not the best application layer once the requirement is understood. The recommendation follows the business requirement rather than forcing the client into a particular technology.

Microsoft-native applications

Power Apps, Dataverse, Power Automate, Dynamics 365, Microsoft 365 and related Microsoft services — used where they are the practical fit for users who already work in that environment.

  • Microsoft Power Platform
  • Dataverse
  • Power Automate
  • Microsoft Dynamics 365 integration
  • Microsoft Graph and supported APIs

Broader custom application development

Where the requirement extends beyond what Power Apps is best suited to, we can also create custom web applications and APIs that integrate with Microsoft systems — or keep Excel and VBA in the process where that remains the right tool.

  • Excel, VBA and Power Query
  • SQL and cloud databases
  • Custom web applications and APIs
  • Document generation, PDF processing and email
  • Power BI, Teams and other business platforms

Many real-world business workflows cross several technologies. A Power App might be the interface, but the complete solution may also involve:

  • Dataverse
  • Dynamics 365
  • Power Automate
  • Excel
  • An external API
  • Document generation or PDF processing
  • Power BI
  • Email and Teams
  • Another business platform

We also connect this work to business process automation, Excel integrations and Power Query where those are part of the same operational picture.

Example applications we build

These are typical patterns, not a catalogue of products. Each application is designed around the client’s process, data and Microsoft environment.

Mobile sales application

Customer lookup, product availability, stock on hand, vehicle inventory and simplified order capture.

Field inspection app

Staff capture inspection results, photos, comments, asset information and follow-up actions from a phone or tablet.

Inventory and stock application

Combine existing ERP inventory information with additional operational stock records that the core system does not hold.

Operations dashboard

Give managers a simplified operational view built from information already held across Microsoft systems.

Job and service management

Create jobs, assign staff, record work completed and update operational systems.

Internal approval application

Replace email chains and spreadsheets with structured request and approval workflows.

Customer or account management

Give a particular department a simplified interface to selected Dynamics customer and contact information.

Data collection and validation

Replace uncontrolled spreadsheets with structured forms, business rules and centrally managed records.

Excel workflow integration

Where Excel remains an important part of a process, connect spreadsheet-based calculations or reporting with a broader Power Platform workflow where that is technically appropriate.

Who this service is for

This work is particularly relevant to organisations that already have a Microsoft investment and a process that does not quite fit the standard screens. We also work with companies that are only beginning to investigate Power Apps and Dataverse.

  • Organisations already using Microsoft Dynamics 365
  • Teams already working in Microsoft 365
  • Businesses with a Dataverse environment
  • Operations that still run on important Excel workbooks
  • Manual workflows sitting between two or more systems
  • Departments keeping separate spreadsheets because Dynamics does not provide the workflow they need
  • Field or sales staff who need mobile access to a narrow set of information
  • Businesses that want to extend their Microsoft investment rather than replace core systems
  • Companies only beginning to investigate Power Apps and Dataverse

How we approach the work

Practical and iterative rather than a rigid consulting methodology. Important details often appear once users can try a working version.

  1. 01

    Business process discovery

    We walk through what employees are trying to achieve, what information they need, where it currently lives, what is done manually, and where duplicate entry or bottlenecks occur.

  2. 02

    Solution architecture

    We decide what should remain in existing systems, what data the new application requires, which Microsoft mechanisms to use, and whether Power Apps is the right interface — or only one part of the solution.

  3. 03

    Application design

    Screens and steps are designed around the specific user and task, not around every field the enterprise system happens to contain.

  4. 04

    Development and integration

    We build the application, Dataverse components where needed, Power Automate workflows and supported integrations with Dynamics, Microsoft 365 or other systems.

  5. 05

    Testing and deployment

    The application is tested with real users and real-world workflows before it is put into day-to-day use.

  6. 06

    Ongoing development

    Once people are using the application, further improvements usually become obvious. We can extend it as new opportunities appear.

Delivered against your existing Microsoft environment

If you already run Dynamics 365 or Microsoft 365 and staff are still using spreadsheets, manual processes or duplicate data entry between systems, a purpose-built application is often the missing layer. Most work is scoped and delivered remotely, with workshops, demonstrations and testing against your actual Microsoft tenancy.

Frequently asked questions

Concise answers to the questions operations, IT and finance teams usually ask about Power Apps, Dataverse and Dynamics 365 custom apps.

What is Microsoft Power Apps?

Microsoft Power Apps is Microsoft’s application development platform for creating custom business applications that can connect to Dataverse, Microsoft 365, Dynamics 365 and other business data sources. Applications can run on desktop, tablet and mobile, and are typically designed around a specific operational task rather than exposing an entire enterprise system.

What is Microsoft Dataverse?

Microsoft Dataverse is Microsoft’s cloud-based business data platform, used by Power Platform and Dynamics 365 to securely store and relate business information. Where a client already uses Dynamics or Dataverse, additional applications can often be built around that environment rather than creating a disconnected database.

Can Power Apps connect to Dynamics 365?

Yes. Dynamics 365 applications use Microsoft’s broader Power Platform and Dataverse ecosystem, allowing appropriately designed Power Apps to work with Dynamics data and business processes using supported Microsoft integration methods. We do not write directly to underlying Dynamics database tables where Microsoft provides APIs, business logic or application-specific processes.

Can you build a custom app around our existing Dynamics system?

Yes. That is a common engagement. The usual objective is a narrower interface for a particular team — sales, warehouse, field service or approvals — that uses existing Dynamics information and feeds results back through supported processes, without replacing the core CRM or ERP.

Can Power Apps be used on phones and tablets?

Yes. Power Apps can be used to create custom desktop, tablet and mobile applications. Field and sales applications are often designed first for phone or tablet, with only the screens and data that staff need while they are away from a desk.

Can Power Apps replace an Excel-based workflow?

In many cases Power Apps can replace spreadsheet-based data collection and operational workflows, while Excel can remain available for calculations, analysis and reporting where it is still the appropriate tool. We do not assume every spreadsheet should be replaced.

Can a Power App access our existing customer and inventory data?

Often yes, where that information already sits in Dataverse, Dynamics 365 or another connected Microsoft source, and where licensing, permissions and the supported integration path allow it. Discovery confirms what can be read, what can be updated, and which Dynamics processes must be used rather than a simple record write.

Can we create additional Dataverse tables without changing our core Dynamics implementation?

Yes, when it is appropriate. Additional Dataverse tables can hold application-specific operational data — for example vehicle stock carried by sales representatives — while still relating to existing customer, product and warehouse records. The core Dynamics implementation does not have to be redesigned for every operational gap.

Can Power Apps integrate with systems outside Microsoft?

Yes, where suitable connectors, APIs or intermediate services exist. A Power App might be the user interface while the complete solution also involves an external API, a SQL database, document generation or another business platform. We solve the workflow rather than insisting every part of the solution use one technology.

Is Power Apps suitable for small and medium-sized businesses?

Yes, particularly where the organisation already uses Microsoft 365 or Dynamics and needs a focused application rather than another large software platform. Power Apps is not automatically the right layer for every requirement. If a fully custom web application or a governed Excel solution is a better fit, that is what we recommend.

Have a Microsoft workflow that doesn’t quite fit?

If your business already has Microsoft Dynamics, Dataverse or Microsoft 365 but employees are still relying on spreadsheets, manual processes or duplicate data entry, talk to us about whether a purpose-built application could connect the pieces.

Start a conversation

Let's talk about what you need

Big or small, we are happy to discuss it. Send us a message or book a free discovery call — we typically respond same business day.

What happens next

  1. 1

    We review your enquiry carefully and reach out personally — usually same business day. No obligation, no hard sell.

  2. 2

    We clarify scope, then provide a clear fixed-price quote and realistic delivery timeframe so you know exactly where you stand.

  3. 3

    Once agreed, we build in stages, keep you updated, and hand over a solution your team can rely on — with support if you need it.

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