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

Replacing F&O Processes with Power Automate

In this chapter, we will learn how to extend the standard F&O workflow functionality into Microsoft Teams with Power Automate. We will learn about OData actions in Power Automate, how we can complete the approval process of an existing workflow, and how users can approve or reject them from Teams or via emails.

The scenario demonstrated in this chapter will be creating a purchase requisition and submitting the workflow in F&O. After this, Power Automate will process the approval in Teams or through an email. The purchase requisition will have the workflow enabled at the header level only.

In this chapter, we will cover the following:

  • F&O Business events, our workflow trigger
  • Using OData actions
  • Making messages user-friendly
  • Processing the workflow elements
  • Managing the approval process on Teams
  • Approvals using email