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

Running OData actions from a Power App

We’ve seen how to display and update data from F&O into a Power App, but what can we do if we want to trigger some process on the F&O side from the Power App? Well, thankfully, we have OData actions in F&O data entities! And we can call them from a Power App thanks to Power Automate!

Imagine a scenario where we have a Power App for a salesperson, and this app shows a list of sales orders. The salesperson wants to be able to post a sales order invoice from the app. We just need to create an OData action in the Sales Orders entity that does this. Let’s learn how!

Extending data entities

Unfortunately, it’s not possible to create code extensions for data entities. This forces us to duplicate data entities if we want to change code or add methods.

To do this, we will need to do some X++ development work in Visual Studio. Duplicate the standard SalesOrderHeadersV2 entity and add a new method, like this:

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