Detailed project case study
Dynamics 365 & Dataverse Application & Embedded Reporting Platform
A Dynamics 365 and Dataverse solution developed from a governed out-of-the-box foundation into a tailored business and reporting platform, combining custom apps, pages, JavaScript extensions, rules and web resources with embedded React and Power BI reporting and end-to-end deployment.
Designed, developed and deployed an end-to-end Dynamics 365 and Dataverse platform, extending standard capabilities with custom apps, pages, JavaScript, business rules and web resources while delivering secure embedded reporting through Azure, React and Power BI.
The challenge
The business needed better reporting from Dynamics 365 and Dataverse, alongside applications and workflows tailored to customer needs that could not be met through out-of-the-box configuration alone. The solution also had to protect production security, performance and operational stability, remain maintainable and support controlled end-to-end deployment.
What I delivered
- Built Dynamics 365 apps and packaged solutions around customer-specific operational and reporting requirements.
- Designed custom pages and applied business rules and platform customisations so user journeys matched the way customers worked.
- Developed JavaScript extensions, add-ons and web resources to enhance page behaviour and deliver functions beyond standard Dynamics 365 capabilities.
- Provisioned a dedicated Dynamics 365 and Dataverse reporting environment and validated security roles, data-copy options and SQL/TDS endpoint access.
- Connected Power BI and developed an embedded reporting application using React and Power BI Embedded.
- Designed identity and access patterns with Microsoft Entra ID and Azure App Service authentication, integrating the Node.js/Express layer with the Dataverse Web API and reporting queries.
- Managed the complete solution lifecycle from requirements and design through build, testing, UAT, controlled deployment, documentation, handover and support ownership.
Technologies & methods
The delivery combined platform, integration, data and operating practices appropriate to the project boundary.
Business impact
- Delivered customer-specific Dynamics 365 applications, page experiences and functions beyond the out-of-the-box platform.
- Created a governed, reusable foundation for further apps, customisations and embedded data products.
- Improved access to operational, customer and commercial insight through secure self-service reporting.
- Reduced production risk through dedicated environments, controlled releases and clear deployment ownership.
- Established a maintainable approach for extending Dynamics 365 as customer requirements evolved.
Why this project matters
This case demonstrates Dynamics 365 development as well as platform architecture: moving from out-of-the-box configuration to tailored apps, custom pages, JavaScript extensions, business rules, web resources, embedded analytics and governed deployment. It shows the ability to own a solution end to end and extend D365 around real customer needs without losing security, maintainability or operational control.