You want to display data from another system on the Case form in Dynamics 365 Customer Service Hub. What should you use?

Using a canvas app to display data from another system on the Case form in Dynamics 365 Customer Service Hub is a suitable choice due to its flexibility and customization capabilities. Canvas apps allow users to design tailored user interfaces that can integrate data from multiple sources, including external systems. By embedding a canvas app within the Dynamics 365 environment, you can create a seamless experience that presents the necessary information in a visually appealing manner directly on the Case form.

Canvas apps excel in scenarios where specific formatting or interactive elements are required, making it easy to align the user interface with the needs of the application. Additionally, they can connect to various data sources through connectors, enabling you to pull in and display data from external systems efficiently.

When considering other options, model-driven apps typically focus on data within the Common Data Service (CDS) and may not directly showcase external data on forms as effectively. Portal apps are designed for external users to access Dynamics 365 data but do not integrate directly into the Case form. Power Automate flows facilitate automation and data synchronization but are not primarily designed for displaying data within the Dynamics 365 user interface. This distinction highlights why utilizing a canvas app is the most effective solution for this specific requirement.