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Extending Dynamics 365 Finance and Operations Apps with Power Platform
Extending Dynamics 365 Finance and Operations Apps with Power Platform

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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Profile Icon Adrià Ariste Santacreu
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$27.98 $39.99
Full star icon Full star icon Full star icon Full star icon Full star icon 5 (14 Ratings)
eBook Jan 2024 274 pages 1st Edition
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Arrow left icon
Profile Icon Adrià Ariste Santacreu
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$27.98 $39.99
Full star icon Full star icon Full star icon Full star icon Full star icon 5 (14 Ratings)
eBook Jan 2024 274 pages 1st Edition
eBook
$27.98 $39.99
Paperback
$36.99 $49.99
Subscription
Free Trial
Renews at $19.99p/m
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$27.98 $39.99
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$36.99 $49.99
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Renews at $19.99p/m

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Extending Dynamics 365 Finance and Operations Apps with Power Platform

Dynamics 365 F&O and Low-Code Development

System customization in Dynamics 365 Finance and Operations Apps has been a developer job since its early days as Axapta. If you needed to change or create new processes for the ERP, you needed a developer. Now, thanks to Power Platform, we can accomplish some of these things using a low-code approach that can speed up development and also enhance the overall maintainability of F&O. The goal of this chapter is to provide an understanding of Power Platform and how it can help you, learning about Power Apps or Power Automate, and other low-code elements in Power Platform, allowing you to gain insights of this new technology paradigm.

We will explore the following in this chapter:

  • Benefits of low-code and no-code
  • The foundation of Power Platform – Dataverse
  • Components of Power Platform

Benefits of low-code and no-code

If you’ve been working with Axapta, Dynamics AX, or the latest and current iteration of the product, Dynamics 365 Finance and Operations, you are already familiar with how changing the default behavior of the system when adding new functionality is done. It will probably involve a developer making changes or creating new objects.

And, if you know how the current development and deployment workflow is done, you must be aware that it’s a time-consuming process. You need to have developers available, they must make changes or create a new feature, and once it’s tested, you need to promote the changes to a sandbox environment and, finally, to your production environment. Deploying to production will require scheduling downtime, which can be inconvenient and must even be planned with enough time depending on your, or your customer’s, business.

What can we do to minimize production downtime?

In an ideal world, the answer...

The foundation of Power Platform – Dataverse

I’ve already mentioned Dataverse a few times, and now we’re going to learn more about it. First of all, regardless of what we may think upon seeing its name, Dataverse is not a database, which is a common misconception.

Dataverse originated from the Dynamics CRM product as the XRM platform. In 2018 with the release of Power Apps, its name was changed to Common Data Service (CDS), and after some more name changes, it became the Dataverse we know today.

If not a database… what is a Dataverse?

Dataverse uses relational databases such as Azure SQL to store structured data, but it also uses unstructured databases such as Cosmos DB for logs, and it also has file storage.

Data and access are secured thanks to security roles to control access to environments, and of course, you can manage users and user groups in your Azure Active Directory (Azure AD) tenant for authentication. It also has audit capabilities...

Components of Power Platform

We’ve already learned about Dataverse, the platform on which Power Platform is built, and now we’ll delve into its different components.

Power Apps

Power Apps is probably the most known of Power Platform’s products. It is a low-code platform used to create custom applications that can be run on a phone or a tablet thanks to the Power Apps app (see Figure 1.4), or a computer using a browser:

Figure 1.4 – iOS Power Apps player

Figure 1.4 – iOS Power Apps player

Thanks to the Power Apps editor we can quickly, and without any programming knowledge, create a canvas app. Thanks to its intuitive UI (see Figure 1.5), you can drag and drop the controls you need to the app and customize its design to fit your requirements:

Figure 1.5 – Power Apps editor

Figure 1.5 – Power Apps editor

You can see this editor is a bit similar to what we have in Visual Studio for F&O. On the left, you can find a toolbox with the different controls...

Summary

In this chapter, we learned what low-code and no-code tools are. Then, we dived into Microsoft’s own low-code platform – Power Platform – and we looked into how it has introduced new ways of speeding development and enhancing maintainability in F&O.

We had an overview of Microsoft Dataverse, the platform on which Power Platform is built, and where it comes from. We also looked at the convergence plan, which will bring Dynamics 365 Finance and Operations Apps and Power Platform closer together, improving the integration experience and creating a more consistent user experience.

Finally, we learned a bit about the different tools in Power Platform: Power Apps, Power Automate, Power BI, and AI Builder, which can be used alongside Dynamics 365 F&O without replacing X++ development.

In the next chapter, we will look into Dual-Write and F&O Virtual tables. One of the primary functions of these tools is to get our Finance and Operations data...

Questions

Here are some questions to test your understanding of the chapter. The answers to the questions are given at the end.

  1. Used along with Dynamics 365 Finance and Operations, what is the main advantage of low-code tools from Power Platform?
    1. Replacing all X++ developments
    2. Faster delivery of customizations
    3. Eliminating the need for developers
    4. Replacing Dynamics 365 F&O completely
  2. What is Power Platform built on top of?
    1. Microsoft Access
    2. Microsoft Dynamics CRM
    3. Microsoft Dataverse
    4. Microsoft SQL Server
  3. Which Power Platform component is used for creating low-code custom applications?
    1. Power BI
    2. Power Automate
    3. Power Apps
    4. AI Builder
  4. What does Power Automate allow you to do?
    1. Create chatbots
    2. Build custom applications
    3. Create BI reports
    4. Automate processes
  5. What is the primary purpose of Microsoft Dataverse in the context of Power Platform and Dynamics 365 Finance & Operations?
    1. It acts as a relational database for storing all Dynamics 365 F&O data.
    2. Dataverse is primarily a development...

Further reading

If you want to learn more about Dataverse, the Power Platform or low-code you can visit these links:

Official Microsoft Learn documentation for Dataverse: https://learn.microsoft.com/en-us/power-apps/maker/data-platform/

Official Microsoft Learn documentation for Power Platform: https://learn.microsoft.com/en-us/power-platform/

What is Low-Code Development?: https://powerapps.microsoft.com/en-us/what-is-low-code/

What is Power Pages?: https://learn.microsoft.com/en-us/power-pages/introduction

Answers

The following are the answers to the preceding questions:

  1. b. Faster delivery of customizations
  2. c. Microsoft Dataverse
  3. c. Power Apps
  4. d. Automate processes
  5. c. It is a data platform underpinning Power Platform, providing database, security, file-hosting, and other services.
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Key benefits

  • 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

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.

Who is this book 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.

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

Product Details

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Publication date : Jan 19, 2024
Length: 274 pages
Edition : 1st
Language : English
ISBN-13 : 9781801813402

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Publication date : Jan 19, 2024
Length: 274 pages
Edition : 1st
Language : English
ISBN-13 : 9781801813402

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Table of Contents

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

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Denisa Mihai May 23, 2024
Full star icon Full star icon Full star icon Full star icon Full star icon 5
I really enjoyed this book! It encourages everyone to explore Power Platform in it's intersection with F&O. I appreciated the clear explanations and relatable examples and I would have loved to see even more more use-case scenarios. If you’re part of the D365 ecosystem, grab this book—it’s packed with valuable content!
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Menzel Feb 19, 2024
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The author has a profound knowledge of MS Dynamics 365 and can explain the technical topics in an understandable way using examples.
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GABOR J FULOP Feb 26, 2024
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I was excited to hear about this book and am impressed with the Table of Contents. I have some experience leveraging PP with D365 FO and it seems like this book covers all related critical topics. I will be using this as a resource over the coming months and will update this review as soon as I can.
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Mike P Feb 28, 2024
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I’ve been working with F&O since the first SaaS version, and with Power Platform since 2019. I view primarily through a user-focused lens, and I’d definitely recommend this book to both functional and technical users interested in extending the functionality of D365 F&O.The book starts with a solid introduction to all components, ensuring freshers are brought up to speed, whilst aligning understanding for the more experienced among us.Part 1 concludes with a chapter covering deployment and configuration. It does so in sufficient detail to make it easy to follow, with relevant screenshots, and important considerations clearly highlighted out in callout boxes. Later on, Part 4 does a great job of building on this area, exploring the necessary elements of Applicated Lifecycle Management, i.e. keeping the lights on!Some users may be tempted to skip past these sections for the “good stuff” in Part 2, but it’s important background knowledge to understand or consolidate. Even if you’re not involved in these aspects of deployment, it will always help if, for example, you need to signpost system administrators to fix underlying configuration.As alluded to, Parts 2 and 3 are where the exciting bits happen, especially for those of us that really enjoy fixing our customer’s challenges – seeing the smiles on their faces when (i) you tell them that you can fix a problem they have, and (ii) when they see that fix working for real!Adrià gives us some great practical examples, all detailed step-by-step, and covering use cases such as augmenting workflow approvals; embedding Power Apps; and applying custom AI models. There is lots of food for thought, and the selected examples offer a great baseline for solving other problems in equally creative ways.--Generally, the content is well broken down, with plentiful screenshots, code boxes, lists, and callouts. The author avoids extensive prose and maintains an approach throughout that us easily digestible to the modern reader. There are a couple of proofreading errors – I spotted maybe one every 15 pages or so – but I do have a keen eye for that sort of thing. The important thing is that this does not detract from the content itself.The test your knowledge sections struck the right balance between consolidating knowledge and making you feel like you haven’t been listening.The risk with anything MS-related in print is their penchant for frequent name changes. Case in point, Virtual Agents has already been renamed Copilot Studio since publication. Hopefully there aren’t too many such changes to come.To wrap up, I would reiterate that this book is invaluable for those starting out or those looking for a prompt on how to approach certain challenges. Although much of the content can inevitably be found online with a lot of digging around, the structure makes it a very handy reference guide and especially in print, it provides a welcome break from the screens we are all otherwise glued to, day in, day out.All F&O consultants need to learn Power Platform – for a long time it has not been the sole preserve of CE consultants and as Microsoft’s road map ticks on, it will gain more and more precedence.TL;DR? This is a well-structured book, with accurate and relevant content, presented clearly and concisely. Highly recommended for any D365 F&O user with an interest in customisation.
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Kayla Mar 22, 2024
Full star icon Full star icon Full star icon Full star icon Full star icon 5
Extending Dynamics 365 FnO apps with Power Platform" has been making waves in my feed, and I finally got my hands on it. Let me tell you, it's a great resource for anyone looking to master the art of extending D365 FnO with the Power Platform.Big shoutout to Adrià Ariste Santacreu for putting together such an invaluable resource! 🙌 Thank you for sharing your expertise with the community. Can't wait to showcase some key insights from this book in my upcoming video!Also thanks to the reviewers of the book Nathan Clouse and Cesar GaribaldoRecovering from a long COVID illness to begin the new year but have some amazing projects and news to share with you all soon!
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