📦 Flagship Production System · Dataverse & Agentic AI

B2B Inventory &
Order Management System

The most recent and most advanced system built: mobile-first Canvas App, Model-Driven admin console, a 7-table Dataverse schema, Copilot Studio Agentic AI, and full CI/CD governance from day one.

7
Dataverse Tables
1st
Prod Agentic AI Deployment
3
RBAC Roles
0
Ad-hoc Deployments
The Problem

Field Sales, Back-Office, and AI — One Ecosystem

A B2B business needed an integrated, mobile-first inventory and order management system supporting field sales representatives, administrative management, automated transaction processing, real-time inventory updates, and AI-assisted data querying — all within the Microsoft ecosystem without external platforms.

A New Leaf — IT  ·  Sep 2025 – Mar 2026  ·  Scale: Organization-wide field sales operations
The Solution

Canvas App + Model-Driven App on a Shared Dataverse Core

Two front ends, one governed data model — with an agentic AI layer for natural-language querying and a C# plugin enforcing business rules synchronously at the data layer.

  • Canvas App optimized for mobile field operations — reps browse inventory, place orders, check tiered pricing, and review order history using complex Power Fx formulas.
  • Model-Driven App for administrative management — back-office staff manage products, customers, pricing rules, and fulfillment with Dataverse-backed views, dashboards, and business process flows.
  • Dataverse schema with 7 interrelated tables: Products, Customers, Orders, Order Lines, Inventory Transactions, Pricing Rules, and User Profiles, with polymorphic lookup relationships.
  • Power Automate orchestrates end-to-end order processing: submission → availability check → pricing rule application → confirmation → inventory decrement → fulfillment notification.
  • RBAC security model with three roles (Field Sales Rep, Admin, Manager) — reps see only their own customers and orders.
  • Copilot Studio Agentic AI with RAG-pattern knowledge grounding — non-technical business owners query inventory, order status, and customer history in natural language via Teams.
  • CI/CD pipeline via Azure DevOps and Power Platform Build Tools with managed/unmanaged solution packaging across Dev/Test/Prod.
  • C# server-side plugin enforcing a synchronous business rule: no order submission if the customer's account balance exceeds credit limit.

Explore the Interactive Showcase

Live mockup of the Canvas App ordering flow and admin console

View Interactive Showcase → ▶ Demo Video
Measurable Results

Governed From Day One

First production Copilot Studio Agentic AI deployment with real-time natural language Dataverse querying
Full CI/CD governance from day one — zero ad-hoc deployments
Mobile-first Canvas App enabling field reps to place orders without back-office involvement
Complete inventory audit trail with automated transaction logging for every order event
Power Apps Canvas Model-Driven Dataverse Power Automate Copilot Studio Agentic AI C# Plugins RBAC Azure DevOps CI/CD Custom Connectors