Extend Dynamics 365 Finance Apps with Power Platform

Packt via Coursera

Go to class Write review

Details

Go to class

Provider

Coursera
Pricing

Paid Course
Languages

English
Certificate

Certificate Available
Effort

11 weeks, 1 hour a week
Sessions

Self-Paced
Level

Intermediate
Subtitles

English

Found in

Overview

Google, IBM & Meta Certificates – 40% Off

One plan covers every Professional Certificate on Coursera.

Unlock All Certificates

Unlock the potential of Microsoft Dynamics 365 Finance and Operations by leveraging the Power Platform to automate workflows, streamline business processes, and enhance reporting. Learn to extend F&O apps with low-code solutions that increase efficiency and support digital transformation. Through hands-on exercises with Power Automate, Power Apps, and Power BI, you will build automations, replace manual tasks, and integrate systems effectively. The course focuses on practical applications, enabling you to create solutions that solve real business challenges. What makes this course unique is its combination of theory and real-world implementation. You will work with dual-write, virtual tables, AI Builder, and environment management to confidently extend Dynamics 365 solutions. Ideal for Dynamics 365 consultants, business analysts, and IT professionals, this course requires a basic understanding of F&O concepts. By the end of the course, you will be able to design low-code automations, extend F&O apps with Power Apps, and integrate reporting and AI solutions seamlessly into workflows.

Syllabus

Dynamics 365 F&O and Low-Code Development

This module introduces the integration of Power Platform with Dynamics 365 Finance and Operations, highlighting how low-code tools are transforming system customization. Learners will explore the convergence of Dataverse and Dynamics 365 F&O, and gain insight into key Power Platform components such as Power Apps. By the end, you'll understand how these technologies streamline business process development and integration.

Dual-Write and Virtual Tables

This module introduces the integration of Dynamics 365 Finance and Operations with Dataverse using Dual-write and virtual tables. Learners will explore key concepts such as environment linking, data synchronization, and decision-making for choosing the appropriate integration method. Practical business scenarios and differences between ERP and CRM data models are also discussed.

Power Automate Flows In Dynamics 365

This module introduces learners to Power Automate cloud flows within Dynamics 365, emphasizing low-code automation and integration using connectors. You will explore different types of flows, understand how triggers and connectors work, and practice updating records using various connectors. By the end, you'll be equipped to automate business processes and integrate third-party services without advanced coding.

Replacing F&O Processes with Power Automate

This module guides learners through integrating Finance & Operations (F&O) workflows with Power Automate, focusing on automating approval processes using OData actions and adaptive cards within Microsoft Teams. Participants will gain hands-on experience designing user-friendly workflow automations and managing parallel process outcomes.

Building Automations and Integrations

This module guides learners through automating data integrations between SFTP servers and Dynamics 365 Finance and Operations using Power Automate. You will discover how to parse JSON files, update records via F&O and Dataverse connectors, and streamline processes without relying on traditional FTP methods.

Power Apps: What's in it for Finance and Operations Consultants?

This module introduces the fundamentals of Power Apps, focusing on the differences between model-driven and canvas apps and their integration with Dynamics 365 Finance and Operations. Learners will explore how to create and embed apps to streamline finance workflows, enhancing productivity without the need for coding.

Extending F&O Apps with Power Apps

This module guides learners through integrating Finance & Operations (F&O) data with Power Apps using virtual tables and connectors. You will discover how to display and update ERP data in a mobile-friendly environment, and compare the capabilities of the F&O and Dataverse connectors.

Power BI Reporting for Dynamics 365 F&O Apps

This module guides learners through integrating Power BI with Dynamics 365 Finance & Operations by leveraging Entity Store, Azure Data Lake, and Synapse Link. Participants will gain hands-on experience configuring data exports and setting up Synapse workspaces for advanced reporting and visualization. By the end, learners will understand how to connect, process, and visualize operational data efficiently.

Integrating AI Builder

This module guides learners through integrating AI Builder into Power Platform applications, focusing on both prebuilt and custom AI models. You will discover how to automate business processes using image recognition in Power Automate and Power Apps, and gain hands-on experience with practical inventory management scenarios.

Environment Management

This module introduces the fundamentals of managing Dynamics 365 Finance and Operations (F&O) and Dataverse environments using Lifecycle Services and the Power Platform admin center. Learners will discover environment types, best practices for planning, and strategies for efficient resource deployment. By the end, you'll be equipped to make informed decisions for environment setup and project planning.

Solution Management

This module introduces best practices for managing solutions in Power Platform, including the use of environment variables to streamline application configuration. Learners will discover how to efficiently export and import unmanaged solutions to support smooth deployment across different environments.