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 virtual tables

We’ve learned about Dual-write, one of the native ways to integrate F&O data with Dataverse. Now it’s time to learn about virtual tables, earlier known as virtual entities. virtual tables are a Dataverse concept that’s not exclusive to F&O. It’s a virtual data source that can display data from several different sources in Dataverse.

The most important feature of virtual tables is that the data is not present in Dataverse; we only see a representation of the data from the external system in Dataverse. In the case of Dynamics 365 F&O, we will be able to consume data from the public virtual entities in F&O from Dataverse, but the data will be kept in F&O.

Does this mean we can only read data using virtual tables? No! We can perform all CRUD operations and more:

  • Create: For creating data
  • Update: For modifying data
  • Delete: For deleting records
  • Retrieve: For querying a table with just the...