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 the Dataverse connector to update a record

What if, instead of the F&O connector, we’d like to use the Dataverse connector and take advantage of the F&O virtual tables in Dataverse?

The flow will be the same until the Apply to each customer loop. However, everything inside it will look different due to how the Dataverse actions work. Inside the loop, we will add a List rows action (see Figure 5.18):

Figure 5.18 – List rows

Figure 5.18 – List rows

We will select the Customers V3 (mserp) virtual table. Remember that if it’s not appearing in the list, it’s because it’s not enabled. So, we should enable it, as we saw in Chapter 2. We will add mserp_customerv3entityid and mserp_customergroupid to the Select columns field. Then, we will filter on mserp_dataareaid and mserp_customeraccount using the values from the JSON file.

XrmToolBox and Dataverse REST Builder

When working with Dataverse and to create the filter expressions...