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Microsoft

Work with integration tools in finance and operations apps

Microsoft via Microsoft Learn

Overview

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  • You can export or import data in finance and operations apps by using the Data management workspace. Validate the data by staging the source data, and then move it to the target tables in the finance and operations apps database.

    In this module, you will learn how to:

    • Identify the correct pattern for a given scenario to use the Data management platform for integration by using data entities.
    • Work with the Data management workspace.
    • Export data from a legal entity.
    • Import data into a legal entity.
    • Work with data import and export jobs.
    • Clean up the staging tables.
    • Work with database movement operations.
    • Work with the data sharing framework.
  • When it's time to migrate data, the more you know, the easier it is to control operational complexity and reduce costs. Your customer's business continuity must be your priority. Learn how to prepare data for migration, by using the data management framework to manage data entities and data entity packages in finance and operations apps.

    In this module, you will learn how to:

    • Choose a data integration (import/export) strategy.
    • Identify common migration scenarios and tools in finance and operations apps.
    • Understand the Bring your own database (BYOD) feature.
    • Identify relevant (legacy) systems.
    • Identify and import static data that is common between industries.
    • Create and review test plans for data migration.
    • Identify and extract source data.
    • Identify relevant data entities and elements.
    • Generate field mapping between source and target data structures.
    • Test a data migration and validate output.
    • Support the transition between the existing and migrated systems.
  • Business events provide a mechanism that lets external systems receive notifications from finance and operations apps. In this way, the systems can perform business actions in response to the business events.

    In this module, you will:

    • Learn about the business events framework.
    • Implement new business events through class extension.
    • Consume business events.
    • Extend and existing business event
    • Business events in Microsoft Power Automate.
    • Role based security for business events.
  • As a developer, you're usually part of the data integration scenarios during and after a finance and operations apps implementation. This module explores web application programming interfaces (APIs) that are available for finance and operations apps and helps you understand the key differences between synchronous and asynchronous integrations for the application.

    In this module, you'll:

    • Identify integration web application programming interfaces.
    • Identify the key differences between synchronous and asynchronous integrations.
  • Set up recurring integrations to enable exchange of documents between finance and operations and other apps.

    In this module, you will:

    • Set up a data project.
    • Set up a recurring data job.
    • Define authorization for integrations by using OAuth.
    • Monitor the status and availability of entities.
    • Develop data transformations.
    • Use Microsoft Dataverse to synchronize entities between Dynamics 365 applications.
    • Use composite data entities.
    • Integrate composite data entities.
    • Export composite data entities.
    • Learn about Azure Data Lake and Entity Store, and how to change data in Azure Data Lake
    • Learn about Microsoft Power Platform convergence.

Syllabus

  • Work with data management in finance and operations apps
    • Introduction
    • Data management concepts
    • Use data entities for data management and integration
    • Work with the Data management workspace
    • Using Standard and Enhanced views for tiles
    • Use templates in data management
    • Export, import, and copy data into a legal entity
    • Lab - Explore the Data management workspace
    • Lab - Export data using the Data management workspace
    • Database movement operations
    • Data sharing framework
    • Check your knowledge
    • Summary
  • Prepare data for migration to finance and operations apps
    • Introduction
    • Select a data integration (import/export) strategy
    • Common migration scenarios and tools
    • Bring your own database (BYOD)
    • Test a data migration and validate output
    • Check your knowledge
    • Summary
  • Consume business events in finance and operations apps
    • Introduction
    • Business event framework
    • Create a new business event
    • Activate business events
    • Consume business events
    • Extend an existing business event
    • Role-based security for business events
    • Business events in Microsoft Power Automate
    • Check your knowledge
    • Summary
  • Explore data integration concepts in finance and operations apps
    • Introduction
    • Data integration overview
    • Synchronous integration
    • Asynchronous integration
    • Check your knowledge
    • Summary
  • Work with asynchronous integrations in finance and operations apps
    • Introduction
    • Set up a data project and recurring data job
    • Exercise - Create a data project and recurring data job
    • Implement authorization to support integration
    • Monitor status and availability of entities
    • Develop data transformation
    • Microsoft Dataverse integrations
    • Integrate Dataverse by using virtual entities
    • Work with composite data entities
    • Azure Data Lake and Entity Store
    • Connect to Azure Data Lake Storage
    • Change data in Azure Data Lake
    • Power Platform convergence
    • Check your knowledge
    • Summary

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