— Case study · Product development
Secure access, without the license tax.
RMWBH is a leading law firm specializing in HOA governance and property management law, with hundreds of HOAs and property managers relying on the firm to oversee legal matters.
— What shipped
Microsoft Dataverse integration
Secure, permission-based web portal
Power BI reporting for authorized users
No additional Power Apps licenses required
Architecture ready for invoicing and homeowner access
— The brief
Fusionary worked with RMWBH to architect and implement a solution connecting Microsoft Dynamics 365 and the Power Platform with a Truvio Commerce front end, enabling secure, permission-based data visibility without requiring additional Power Apps licenses.
RMWBH · HOA governance & property law
Hundreds of HOAs and property managers rely on the firm for legal oversight.
01
— The problem
The problem.
RMWBH's HOA management system relied entirely on the Microsoft Power Platform, making it costly to scale and limiting external access for HOA and property managers.
02
— How we helped
How did we help?
Fusionary built a custom integration between Microsoft Dynamics 365 and Truvio Commerce to deliver secure, real-time access through a scalable web portal.
Dataverse integration
Matter data flows from Dynamics 365 through Microsoft Dataverse into the portal, keeping one source of truth for the firm.
Secure permission-based portal
Third-party HOA and property managers see only the records they're entitled to, with no Power Apps license per user.
Power BI reporting
Authorized users get real-time reporting inside the portal instead of waiting on firm-generated exports.
03
— The outcome
The outcome.
RMWBH can now serve thousands of users securely and efficiently without additional licensing costs, improving transparency and data accessibility.
Secure and scalable portal
Third-party users access the data they need directly through the Truvio Commerce portal, powered by Microsoft Dataverse, without requiring Power Apps licenses.
Microsoft-powered integration
A seamless connection between Dynamics 365, the Power Platform, and Truvio Commerce ensures real-time access to matter data and Power BI reporting for authorized users.
Future-ready foundation
The architecture supports future enhancements like invoice management and homeowner access, positioning RMWBH for continued digital transformation and growth.
rmwbh.com
Live on Truvio Commerce with Microsoft Dynamics 365 and Dataverse.
— Architecture map
How the pieces fit together.
The board we mapped the solution on: how matter data moves from Dynamics 365 through Dataverse into the Truvio Commerce portal, with Power BI reporting layered on top for authorized third-party users.
— 04 · The stack
Partners on the build
01 · Truvio Commerce
An all-in-one eCommerce suite.
Truvio unifies PIM, eCommerce, and CMS into one Digital Experience Platform, serving as the secure, permission-based front end for RMWBH's HOA and property managers.
Learn more
02 · Microsoft Dynamics 365
One platform. Limitless possibilities.
Dynamics 365 and the Power Platform hold RMWBH's matter data, with Dataverse exposing it securely to the web portal and Power BI reporting.
Learn more
03 · Enavate
Strategic Dynamics solutions
A leading Microsoft partner and ERP consultant delivering Dynamics 365 implementation, migration, support, and managed services.
Learn more— Next
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