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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

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.

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