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

Dynamics 365 Finance and Operations standard connectors or Dataverse connectors?

Now that we’ve learned a bit about connectors, I’ll try to answer the question that heads this section so that you can choose which one is best depending on your requirements.

Connectors

We will be comparing the Fin & Ops Apps (Dynamics 365) connector and the Microsoft Dataverse connector (see Figure 3.8):

Figure 3.8 – Fin & Ops Apps and Dataverse connectors

Figure 3.8 – Fin & Ops Apps and Dataverse connectors

If you look for fin & ops and dataverse, you will be able to select the connectors. Also, beware because there’s still the legacy Dataverse connector available. The one you need to use is the green one; the gray one is suffixed with the legacy text and you must avoid using it.

Triggers

For the Finance and Operations connector, we only have one possible trigger, the one for business events that we saw previously when we learned about automated cloud flows.

If you go...