- Explore the distinctions between finance and operations apps and Dataverse, including key concepts like company concept and security model.
This module explains the following concepts:
- Key application party, such as the company concept and the security model of finance and operations apps and Microsoft Dataverse
- Authentication and authorization for finance and operations apps and Dataverse for dual-write and virtual entities.
- Solution design aspect of choosing the correct technology and how dual-write and virtual entities complement each other
- Learn how to integrate Dataverse and finance and operations apps using dual-write in Microsoft Dynamics 365.
This module explains the following concepts:
- Microsoft Dynamics 365 cross-app capabilities
- Dual-write key concepts
- Dual-write architecture and licensing
- Dual-write basic navigation
- Installation and setup process for dual-write
- Unlock the full potential of Microsoft Power Platform with virtual entities, a low-code/no-code approach for finance and operations apps.
This module explains the following concepts:
- Installation and setup process for virtual entities
- Virtual entities architecture and authentication
- Virtual entities/tables and entity modeling
- Learn about business process flows and integration between finance and operations apps and Microsoft Power Platform.
In this module, you will:
- Learn about the prospect-to-cash scenario.
- Explore the party model and the global address book concepts.
- Learn about Dynamics 365 Field Service and Asset Management integration with finance and operations apps.
- Learn about monitoring, troubleshooting, and performance tools for finance and operations apps and dual-write function in Microsoft Dataverse.
In this module, you will:
- Review key dual-write concepts.
- Learn about dual-write alerts and how to set up alerts and automatic actions for planned and unplanned maintenance.
- Learn about the Pause and Resume features and error management scenarios.
- Explore troubleshooting techniques for dual-write setup, live sync, initial sync, and performance.
- Explore best practices and recommendations for dual-write integration.
- Learn about the finance and operations apps and Microsoft Dataverse capabilities, including dual-write and virtual entities.
In this module, you will:
- Review technical and development aspects of dual-write.
- Learn about dual-write integration keys, company striping, and bootstrapping of Microsoft Dataverse data.
- Learn about application lifecycle management (ALM) and environment lifecycle management (ELM) for both apps involving dual-write.
- Explore the use of filters in finance and operations apps and Dataverse.
- Explore error handling scenarios for initial sync and live sync.
- Explore best practices, patterns, and anti-patterns scenarios of initial synch, piggybacking, custom triggers, and more.
- Learn how to build mobile experiences for finance and operations apps by using virtual entities
This module explains the following concepts:
- How to implement the components necessary for building mobile experiences
- How to connect to virtual entities to build mobile apps
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Syllabus
- Explore finance and operations apps integration concepts
- Introduction
- Company concept
- Security model
- Determine the technology approach
- Check your knowledge
- Summary
- Set up dual-write in finance and operations apps
- Introduction
- Dual-write architecture
- Dual-write key concepts
- Dual-write release strategy
- Dual-write basic navigation
- Installation and setup of dual-write
- Exercise - Install dual-write
- Check your knowledge
- Summary
- Set up virtual entities in finance and operations apps
- Introduction
- Virtual entities
- Entity modeling for virtual entities
- Installation and setup of virtual entities
- Check your knowledge
- Summary
- Harmonize business concepts between finance and operations apps and Microsoft Power Platform
- Introduction
- Prospect-to-cash overview
- Party model and global address book solution
- Field Service integration overview
- Check your knowledge
- Summary
- Work with tools and best practices to integrate finance and operations apps with Microsoft Power Platform
- Introduction
- Alerting and automatic actions
- Pause and Resume options
- Initial sync
- Live sync
- Tools for performance issues
- Best practices
- Exercise – Troubleshoot dual-write integration
- Check your knowledge
- Summary
- Work with extensions for finance and operations apps and Microsoft Power Platform
- Introduction
- Integration keys
- Company striping
- Application lifecycle management and environment lifecycle management
- Error handling
- Patterns
- Exercise - Add the Segment column in the Customers V3 (accounts) table map
- Check your knowledge
- Summary
- Set up and build mobile experiences for finance and operations apps
- Introduction
- Virtual entities
- Set up Dataverse virtual entities
- Integration setup
- Enable virtual entities
- Build a mobile experience
- Access mobile experiences
- Check your knowledge
- Summary