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

Extending F&O Apps with Power Apps

Thanks to the integration between Dataverse and F&O environments, we can use F&O virtual tables in Dataverse. This will be the base we will use to create Power Apps to extend the ERP functionality in a list where we can see a list of our customers and where we will update the credit limit from inside the Power App. This will prove how Power Apps can be useful, for example, for a salesperson traveling to customers; instead of accessing the ERP from their mobile phone, they can use a Power App with just the information they need.

In this chapter, we will learn how to display F&O data in a Power App by covering these topics:

  • Loading and modifying F&O data into a Power App
  • Running OData actions from a Power App