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

Using OData actions

In the next step, we’ll call an OData action to validate whether the workflow step can be completed. OData actions are special methods executed on data entities that are decorated with the SysODataAction attribute. For example, the validate method looks as follows:

[SysODataAction('validate', false), Hookable(false)]
public static boolean validate(WorkflowWorkItemInstanceId WorkflowWorkItemInstanceId)

We can see that the method takes one parameter. When calling the action from Postman, for example, we need to include the parameters in the JSON body of the request. To do it in Power Automate, we can use the Execute action action of the F&O connector (see Figure 4.5):

Figure 4.5 – Using the execute action

Figure 4.5 – Using the execute action

When you select the OData action, the Power Automate action will update its UI and you will see a new field for each parameter that the action you’ve selected has. In the case of the validate action...