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

Building Automations and Integrations

We’re used to creating integrations inside Dynamics 365 Finance and Operations (F&O) using X++ and automating the process execution using batches. What if I told you we can also achieve that outside F&O? Let’s learn how to use Power Automate flows to connect to an FTP/SFTP server to retrieve a file and update a field in F&O. FTP access from within X++ is discouraged since the architecture moved from a classic monolith to Service Fabric containers, and Power Automate can help us solve this scenario.

To demonstrate this, we will use a scheduled cloud flow to download a file from an SFTP server. This file will be a JSON file that contains a list of customers and their customer groups, and we will use it to update the value of the customer group if it’s different than the existing one.

In this chapter, we’ll learn about the following:

  • The issue with FTP and self-service deployments
  • Connecting...