A small consulting company needs a simple solution for customer follow-up. The solution should give internal users an overview of customers and contacts, while allowing authenticated contacts to view and update selected personal information. The scenario should be small enough to build and demonstrate incrementally, while also showing how multiple Power Platform technologies can work together using the same data.
The solution uses the standard Account and Contact tables in Dataverse. The existing relationship between these tables is used to associate contacts with customers. No custom tables are created in the base scenario.
| Technology | Simple Demonstration |
|---|---|
| Dataverse | Customers and contacts as a shared data foundation |
| Code App | Internal customer list with search, details, and basic editing |
| Generative Page | Customer overview with key metrics and navigation to customers |
| Power Pages SPA/code site | Authenticated contact updates their own information |
| Server Logic | Validation, normalization, and customer summary |
| Power Automate | Notifications for new contacts and follow-up of inactive customers |