Extending Dynamics 365 Finance and Operations Apps with Power Platform

Contributors
   About the author
   About the reviewers
Preface
   Who this book is for
   What this book covers
   To get the most out of this book
   Download the example code files
   Conventions used
   Get in touch
   Share Your Thoughts
   Download a free PDF copy of this book
Part 1: Dynamics 365 Finance and Operations and Power Platform
Chapter 1: Dynamics 365 F&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&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
   Summary
   Questions
   Further reading
   Answers
Part 2: Extending Dynamics 365 F&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
   Summary
   Questions
   Further reading
   Answers
Chapter 4: Replacing F&O Processes with Power Automate
   Technical requirements
   F&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
   Summary
   Questions
   Further reading
   Answers
Chapter 5: Building Automations and Integrations
   Technical requirements
   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&O connector to update a record
      Getting the existing record
      Adding conditional branches
   Using the Dataverse connector to update a record
   Summary
   Questions
   Further reading
   Answers
Chapter 6: Power Apps: What’s in it for Finance and Operations Consultants?
   Technical requirements
   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
   Summary
   Questions
   Further reading
   Answers
Chapter 7: Extending F&O Apps with Power Apps
   Technical requirements
   Loading and modifying F&O data into a Power App
      Using the F&O standard connector in a canvas app
      Updating data using the F&O connector
      Using F&O virtual tables in a canvas app
      The F&O connector versus the Dataverse connector
   Running OData actions from a Power App
   Summary
   Questions
   Further reading
   Answers
Chapter 8: Power BI Reporting for Dynamics 365 F&O Apps
   Technical requirements
   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
   Summary
   Questions
   Further reading
   Answers
Part 3: Adding AI to Your Flows and Apps
Chapter 9: Integrating AI Builder
   Technical requirements
   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
   Summary
   Questions
   Further reading
   Answers
Part 4: Dataverse and Power Platform ALM
Chapter 10: Environment Management
   F&O and Dataverse environments
      Environments
      Resources
      Environment and project planning
   Environment types
      Linked environments
      Developer environments
   Summary
   Questions
   Further reading
   Answers
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
   Summary
   Questions
   Further reading
   Answers
Index
   Why subscribe?
Other Books You May Enjoy
   Packt is searching for authors like you
   Share Your Thoughts
   Download a free PDF copy of this book