cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
randylue
New Member

financial planning

I am a financial planner. Could I use Powerapps to track client asset details, like life insurance, real estate, securities?  Could I seach across all client records for specific items, like term insurance expiration dates?  In other words, will this function like a relattionalmdatabase?

3 REPLIES 3
v-yamao-msft
Community Support
Community Support

Hi Randylue,

 

We can use PowerApps to track client asset details. First of all, we should have a data source to store all the data. Such as SharePoint, OneDrive, Dropbox, etc. Then create a connection to the data source. For more details about PowerApps connections list, and data source, please see the article below:
https://powerapps.microsoft.com/en-us/tutorials/connections-list/
https://powerapps.microsoft.com/en-us/tutorials/working-with-data-sources/

 

With the connections created, we could create an app based on the data source. This article might be a reference for you:
https://powerapps.microsoft.com/en-us/tutorials/working-with-forms/

 

We could use Search function to search through all client records for specific items. Please see this article about Filter, Lookup, Search function:
https://powerapps.microsoft.com/en-us/tutorials/function-filter-lookup/

 

Please feel free reply if you need more help.

 

 

Best regards,
Mabel Mao

Community Support Team _ Mabel Mao
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Kellerma63
New Member

Great! I need help of a financial planner to understand Capital gain Bonds and other investment options. Want to invest some money but have no idea where to invest funds. Can you suggest a good option for me? It has just been 3 years since I am earning but have zero investments.

To keep your finances private, let's move this discussion off the forum.  Please email me at Randy@LifetimeParadigm.com instead.

Helpful resources

Announcements
UG GA Amplification 768x460.png

Launching new user group features

Learn how to create your own user groups today!

Community Connections 768x460.jpg

Community & How To Videos

Check out the new Power Platform Community Connections gallery!

M365 768x460.jpg

Microsoft 365 Collaboration Conference | December 7–9, 2021

Join us, in-person, December 7–9 in Las Vegas, for the largest gathering of the Microsoft community in the world.

Top Solution Authors
Top Kudoed Authors
Users online (1,780)