Extending Dynamics 365 Finance and Operations Apps with Power Platform : Integrate Power Platform Solutions to Maximize the Efficiency of Your Finance and Operations Projects / Adrià Ariste Santacreu.

Format:

Book

Author/Creator:

Santacreu, Adrià Ariste, author.

Language:

English

Subjects (All):

Management information systems--Software.

Management information systems.

Customer relations--Management--Data processing.

Customer relations.

Physical Description:

1 online resource

Edition:

First edition.

Place of Publication:

Birmingham, England : Packt Publishing Ltd., [2024]

Summary:

Unlock the potential of Dynamics 365 Finance and Operations apps by creating innovative solutions that can enhance the performance of your projects Key Features Learn how to leverage Power Platform tools with Dynamics 365 Finance & Operations Work on real-world use cases and discover ways to maximize the potential of Power Platform Adopt a low-code approach to expedite the development process and enhance the overall maintainability of F&O projects Purchase of the print or Kindle book includes a free PDF eBook Book Description 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. What you will learn Get to grips with integrating Dynamics 365 F&O with Dataverse Discover the benefits of using Power Automate with Dynamics 365 F&O Understand Power Apps as a means to extend the functionality of Dynamics 365 F&O Build your skills to implement Azure Data Lake Storage for Power BI reporting Explore AI Builder and its integration with Power Automate Flows and Power Apps Gain insights into environment management, governance, and application lifecycle management (ALM) for Dataverse and the Power Platform Who this book is for This book is for Dynamics 365 Finance and Operations consultants, as well as Power Platform consultants eager to harness the diverse tools from Power Platform in their F&O projects. If you are a technical or solutions architect, you'll find this book useful for acquainting yourself with techniques for addressing business requirements using the Power Platform tools.

Contents:

Cover

Copyright

Contributors

About the reviewers

Table of Contents

Preface

Part 1: Dynamics 365 Finance and Operations and Power Platform

Chapter 1: Dynamics 365 F&amp

O and Low-Code Development

Benefits of low-code and no-code

Introducing Power Platform

Understanding low- or no-code

Is this the end of X++?

Convergence

The foundation of Power Platform - Dataverse

If not a database… what is a Dataverse?

Components of Power Platform

Power Apps

Power Automate

Power BI

AI Builder

Power Pages

PPAC

Summary

Questions

Further reading

Answers

Chapter 2: Dual-Write and Virtual Tables

Technical requirements

F&amp

O and Dataverse environment linking

Configuring the Power Platform integration

Dual-write or virtual tables?

Scenarios for Dual-write

Table mappings

Different concepts between apps

When should I use Dual-write?

Scenarios for virtual tables

Enabling virtual tables

When to use virtual tables

Part 2: Extending Dynamics 365 F&amp

O with Power Platform

Chapter 3: Power Automate Flows in Dynamics 365

What is Power Automate, and why should I use another tool for my processes?

Aren't batch jobs and X++ enough?

Scheduled, instant, and automated cloud flows

Automated cloud flows

Instant cloud flows

Scheduled cloud flows

Power Automate connectors

Connector types

Dynamics 365 Finance and Operations standard connectors or Dataverse connectors?

Connectors

Triggers

Actions

Chapter 4: Replacing F&amp

O Processes with Power Automate

O Business events, our workflow trigger

Workflow business events

Parse the response

Using OData actions.

Validate the workflow

Creating an adaptive card

Posting an adaptive card to Teams

Processing the workflow elements

Processing the response

Processing a timeout

Managing the approval process on Teams

Approvals using email

Adding Power Automate approvals

Approving via email

Chapter 5: Building Automations and Integrations

The issue with FTP and self-service deployments

The solution

Connecting to an FTP server in Power Automate

Using the SFTP connector

Parsing a JSON file

Why parse?

Using the F&amp

O connector to update a record

Getting the existing record

Adding conditional branches

Using the Dataverse connector to update a record

Chapter 6: Power Apps: What's in it for Finance and Operations Consultants?

Model-driven and canvas apps

Model-driven apps

Canvas apps

Embedding a Power Apps app in a finance and operations form

Passing the app context

Embedding in a form from the UI

Embed in a form using Visual Studio

Embedding from the dashboard

Chapter 7: Extending F&amp

O Apps with Power Apps

Loading and modifying F&amp

O data into a Power App

O standard connector in a canvas app

Updating data using the F&amp

O connector

Using F&amp

O virtual tables in a canvas app

The F&amp

O connector versus the Dataverse connector

Running OData actions from a Power App

Chapter 8: Power BI Reporting for Dynamics 365 F&amp

O Apps

The Entity Store and embedded Power BI

Refreshing the Entity Store.

Why is the Entity Store not enough?

Exporting to Data Lake and Synapse Link

What is a data lake?

What is Synapse Link?

Configuring the Synapse Link integration

Part 3: Adding AI to Your Flows and Apps

Chapter 9: Integrating AI Builder

AI Builder models

Prebuilt models

Custom AI models

Adding AI Builder image recognition to Power Automate

Building the flow

Testing the flow

Adding AI Builder image recognition to a Power App

Building the app

Creating the journal

Testing the app

Part 4: Dataverse and Power Platform ALM

Chapter 10: Environment Management

O and Dataverse environments

Environments

Resources

Environment and project planning

Environment types

Linked environments

Developer environments

Chapter 11: Solution Management

Why do we need solutions?

ALM

Publishers

Environment variables

Managed and unmanaged solutions

Exporting and importing solutions

Publishing an unmanaged solution

Exporting a solution

Importing an unmanaged solution

Index

Other Books You May Enjoy.

Notes:

Description based on print version record.

ISBN:

9781801813402

180181340X

OCLC:

1417740571