To meet the requirement of constructing repeatable components for use across different entities and forms, the best technology to recommend is the Power Apps Component Framework. This framework allows developers to create reusable code components that can enhance the user experience by being integrated into model-driven and canvas apps. It supports the creation of components that provide consistent and enhanced functionalities across different parts of the application, ensuring that the implementation team has a standardized and efficient way to handle various tasks.
To address the company's requirements, the following components should be recommended: A Customer self-service portal provides customers an online space to submit and review cases, addressing the first requirement. Dynamics 365 Virtual Agents chatbots enable customers to chat online at any time, fulfilling the second requirement. Omnichannel for Customer Service routes chats to representatives based on skill and availability, meeting the third requirement. Dynamics 365 Virtual Agents and Omnichannel for Customer Service can be integrated for seamless customer interaction management. Business process flows are more about internal workflows and don't directly address the given requirements.
To ensure that data has the same restrictions in Power BI as it does in Dynamics 365 Sales, two actions are necessary: 1) Limiting the role and ensuring that exporting to Microsoft Excel is not allowed in both Dynamics 365 Sales and Power BI. This prevents sensitive data from being exported and ensures data protection across both platforms. 2) Sharing Power BI dashboards only with users who are authorized to see the data. This maintains consistent data visibility restrictions, ensuring sensitive data is only accessible to those with appropriate permissions.
To meet the requirements of logging support issues from email, synchronizing accounts with an Oracle database, and sending weekly reports without using custom code or third-party add-ons, Microsoft Dataverse and server-side synchronization are suitable components. Microsoft Dataverse provides a low-code data platform for creating custom data entities, forms, and workflows, which can help log and assign support issues and handle data synchronization with the Oracle database. Server-side synchronization allows email integration necessary for processing support emails directly from users' or queues' inboxes. Other options like Power Virtual Agents and Microsoft Customer Voice do not align with these specific needs.