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

Scenarios for Dual-write

Dual-write is an out-of-the-box integration between Dynamics 365 F&O and the Dynamics 365 customer engagement apps. It is a synchronous and real-time integration that will duplicate data from the ERP to the CRM, from the CRM to the ERP, or in both directions.

It’s a tightly coupled solution. This means that there is a close and interdependent relationship between the data in the Finance and Operations apps and the Dataverse apps. For example, if you configure the bidirectional flow between apps, when you make any change in one of the apps, it will be reflected automatically on the other side.

Some of the most important features of the Dual-write infrastructure are as follows:

  • Synchronous and near real-time
  • Unidirectional (ERP to CRM or CRM to ERP) or bidirectional synchronization
  • Out-of-the-box table mappings
  • Initial data synchronization – with the initial sync function, we can select a master source (F&O or Dataverse...