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Microsoft

Integrate finance and operations apps with Microsoft Power Platform

Microsoft via Microsoft Learn

Overview

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  • 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

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

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