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Extending Dynamics 365 Finance and Operations Apps with Power Platform

You're reading from   Extending Dynamics 365 Finance and Operations Apps with Power Platform Integrate Power Platform solutions to maximize the efficiency of your Finance & Operations projects

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Product type Paperback
Published in Jan 2024
Publisher Packt
ISBN-13 9781801811590
Length 274 pages
Edition 1st Edition
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Author (1):
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Adrià Ariste Santacreu Adrià Ariste Santacreu
Author Profile Icon Adrià Ariste Santacreu
Adrià Ariste Santacreu
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Table of Contents (18) Chapters Close

Preface 1. Part 1: Dynamics 365 Finance and Operations and Power Platform
2. Chapter 1: Dynamics 365 F&O and Low-Code Development FREE CHAPTER 3. Chapter 2: Dual-Write and Virtual Tables 4. Part 2: Extending Dynamics 365 F&O with Power Platform
5. Chapter 3: Power Automate Flows in Dynamics 365 6. Chapter 4: Replacing F&O Processes with Power Automate 7. Chapter 5: Building Automations and Integrations 8. Chapter 6: Power Apps: What’s in it for Finance and Operations Consultants? 9. Chapter 7: Extending F&O Apps with Power Apps 10. Chapter 8: Power BI Reporting for Dynamics 365 F&O Apps 11. Part 3: Adding AI to Your Flows and Apps
12. Chapter 9: Integrating AI Builder 13. Part 4: Dataverse and Power Platform ALM
14. Chapter 10: Environment Management 15. Chapter 11: Solution Management 16. Index 17. Other Books You May Enjoy

Summary

In this chapter, we learned how to use Microsoft Power Automate to manage Dynamics 365 F&O workflow approvals using Microsoft Teams. We discovered how to customize an adaptive card and post it via the flow bot to a Teams channel or chat, how to define a timeout for this action, and how to process the workflow elements and manage the timeout outcome.

We also saw how to use parallel branches, one for managing the response from Teams and another for processing a timeout.

Finally, we dived into the implementation of more asynchronous approvals using emails through Power Automate, added Power Automate approvals within the flow, and processed responses via email.

In the next chapter, we will learn how to use Power Automate to connect to an SFTP server instead of using X++ to create a connection to an SFTP server and retrieve or upload files.

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