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

Summary

In this chapter, we learned how to use Microsoft Power Automate to manage Dynamics 365 F&O workflow approvals using Microsoft Teams. We discovered how to customize an adaptive card and post it via the flow bot to a Teams channel or chat, how to define a timeout for this action, and how to process the workflow elements and manage the timeout outcome.

We also saw how to use parallel branches, one for managing the response from Teams and another for processing a timeout.

Finally, we dived into the implementation of more asynchronous approvals using emails through Power Automate, added Power Automate approvals within the flow, and processed responses via email.

In the next chapter, we will learn how to use Power Automate to connect to an SFTP server instead of using X++ to create a connection to an SFTP server and retrieve or upload files.