Book Image

Extending Dynamics 365 Finance and Operations Apps with Power Platform

By : Adrià Ariste Santacreu
Book Image

Extending Dynamics 365 Finance and Operations Apps with Power Platform

By: Adrià Ariste Santacreu

Overview of this book

Uncover the synergy between Microsoft Power Platform and its integration with Dynamics 365 Finance & Operations (F&O) with this essential guide to implementing low-code and no-code concepts to not only extend and enhance F&O but also improve maintainability and speed up development. Systematically exploring Power Platform, this book covers topics such as Dataverse, Power Automate, Power Apps, and Power BI using real-world scenarios in Dynamics 365 F&O to offer practical insights. You’ll then master the integration of F&O and Power Platform using dual-write and virtual tables, and delve into process automation with Power Automate. The book further deepens your proficiency in Power Apps by showing you how they can be used to extend the F&O functionality and incorporate artificial intelligence using AI Builder and its pre-trained AI models ready to use with your data. Throughout, you’ll gain a solid understanding of the diverse components of Power Platform and how they can transform your Dynamics 365 F&O experience. By the end of this book, you’ll be equipped with the skills and knowledge necessary to fully harness the immense potential of Power Platform and Dynamics 365 F&O.
Table of Contents (18 chapters)
Free Chapter
1
Part 1: Dynamics 365 Finance and Operations and Power Platform
4
Part 2: Extending Dynamics 365 F&O with Power Platform
11
Part 3: Adding AI to Your Flows and Apps
13
Part 4: Dataverse and Power Platform ALM

F&O and Dataverse environment linking

Before starting to work with Dual-write or virtual tables, we must have a Finance and Operations environment linked to a Dataverse environment. This is done through the setup of the Power Platform integration.

This was a step that had to be done completely manually in the past. For example, for Dual-write, you had to create application users on Dataverse, create other application users in Finance and Operations, and finally configure the Dual-write environment – linking in the F&O user interface. This was the same for virtual tables. You needed to install the Finance and Operations Virtual Entity solution manually before being able to start using them.

Dataverse solutions

In Dataverse, a solution refers to how different components are grouped. Think of it as a Visual Studio solution, but instead of grouping the new or extended elements in the AOT, it groups Power Automate flows, connections, Power Apps, etc.

Fortunately...