Empower end users to custom report & securely access Dataverse data anywhere.
Popdock lets you empower your end-users to access, work with, and take action on data from anywhere in the app where they work. Go beyond the native views to work with more data and access insights from external system data real-time.
With Popdock, you can:
Virtual Integration means that you’re able to embed data (using Popdock widgets) in the app where your team works and needs the insight. In the case of Dataverse data, a very popular use case is embedding ERP transactions in Dataverse on the related account record. Relevant data from external systems allows your team to work smarter as well as better sell and service your customers.
With Popdock widgets, you can Virtually Integrate any Dataverse data with other apps. Learn more about different ways to present data where your team works.
Popdock includes powerful options to combine data, add restrictions, variables, and calculations. Join, merge, compare, and summarize data across Dataverse tables and with other cloud and on-premise applications you use.
Some examples of combining Microsoft Dataverse data include:
ERP + Dataverse:
Combine data from multiple tables in Dataverse into one report
Combine data from multiple Dataverse environments
Dataverse + Legacy system data reporting
Popdock changes the reporting experience in that it allows end users to create and customize their favorite reports with some pretty intuitive features that don’t require being data scientist:
The best part is that users have a universal interface and way to query any data, not just their Dataverse data. Popdock includes connectors for a variety of business apps as well as universal connectors to databases and cloud applications via API’s.
Popdock lets you create lists that include data from multiple tables and multiple sources,if you’d like. With the Dataverse connector, you can provide access to any data that’s available via the Dataverse web API.
There actually isn’t connector-based pricing. The majority of available Popdock connectors are available with the purchase of every Popdock Plan. You can set up as many reports, connectors, and Popdock widgets as you’d like in all of the pricing plans. Premium Connectors, for example, Dynamics 365 Finance & Operations Connector is only available in the Premium Plan. Learn more about pricing here.
Yes, you can set up a connector for each Dataverse environment and then use custom lists to join, merge, compare, or summarize your data.
It depends how you set up the Popdock widget. If you’re looking for the Popdock widget data to inherit security from the source system, then, yes. If you’re using a service user for the source data, then your Dataverse users do not each need a dedicated Popdock user.
Popdock widgets can be embedded as a web resource (oriFrame) in Dataverse. The most common scenarios are embedding external data with parameters on specific records and to embed Popdock within dashboards.
Yes, the Export to Excel option can be turned on for any Popdock list and can also be made available within Popdock widgets. One Popdock app we highly recommend is the Popdock add-in for Microsoft Excel, which allows the end user to select any Popdock list favorite available to them to bring the data into Microsoft Excel.