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

What this book covers

Chapter 1, Dynamics 365 F&O and Low-Code Development, discusses how development has been done traditionally in F&O and how low-code tools like those in Power Platform can help us speed it up. An overview of Power Platform and Dataverse is also provided.

Chapter 2, Dual-Write and Virtual Tables, shows how we can integrate the data from F&O into Dataverse and the benefits and issues that come with both methods.

Chapter 3, Power Automate Flows in Dynamics 365, provides an overview of Power Automate, its connectors, and the triggers and actions we can have inside a flow. We also compare and learn about the differences between using the Dynamics 365 F&O connector and the Dataverse one with virtual tables in flows.

Chapter 4, Replacing F&O Processes with Power Automate, discusses how we can extend the workflow functionality in F&O using Power Automate and have users approve or reject flows from Teams or emails.

Chapter 5, Building Automations and Integrations, shows how we can use a Power Automate flow instead of X++ to connect to a FTP/SFTP server to retrieve a file and update data inside F&O.

Chapter 6, Power Apps: What’s in It for Finance and Operations Consultants, serves as an introduction to Power Apps and how we can embed them in existing F&O forms.

Chapter 7, Extend F&O Apps with Power Apps, shows an example of building a canvas Power App in which we display F&O data, create filters, and update the data back in F&O from the canvas app.

Chapter 8, Power BI reporting for Dynamics 365 F&O Apps, shows how we can export data from F&O into Azure Data Lake Storage thanks to the Synapse Link functionality and virtual tables.

Chapter 9, Integrating AI Builder, introduces us to AI Builder and its custom and pre-trained models, and shows examples of using those models inside a Power App and from Power Automate.

Chapter 10, Environment Management, serves as an introduction to the Power Platform admin center and Dataverse environments.

Chapter 11, Solution Management, serves as an introduction to the Application Lifecycle Management (ALM) concept and shows the differences between managed and unmanaged solutions, along with examining how we can move the components we create between environments.