- Module 1: Learn about integrating finance and operations apps with Microsoft Power Platform.
In this module, you will:
- Review Microsoft Dynamics 365 cross-app capabilities.
- Discover the Dynamics 365 unification or convergence approach.
- Learn about the dual-write feature, its architecture, and key concepts.
- Learn about virtual entities/tables, their architecture, and entity modeling.
- Review the solution design aspect of choosing the correct technology and how dual-write and virtual entities/table complement each other.
- Module 2: Learn about key concepts and setup to integrate Finance and operations apps.
In this module, you will:
- Review key application parity, such as the company concept and the security model of finance and operations and Microsoft Dataverse.
- Discover authentication and authorization for finance and operations apps and Dataverse for dual-write and virtual entities/tables.
- Set up dual-write and virtual entities.
- Module 3: This module introduces business process flows between finance and operations apps.
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.
- Module 4: This module introduces you to the monitoring, troubleshooting, and performance tools of finance and operations apps and the 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.
- Module 5: This module introduces the finance and operations apps and Microsoft Dataverse capabilities, including dual-write and virtual entities and tables.
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.
Integrate finance and operations apps with Microsoft Power Platform
Overview
Syllabus
- Module 1: Module 1: Get started integrating finance and operations apps with Microsoft Power Platform
- Introduction
- Dual-write architecture
- Dual-write key concepts
- Dual-write release strategy
- Dual-write basic navigation
- Virtual entities
- Entity modeling for virtual entities
- Determine the technology approach
- Check your knowledge
- Summary
- Module 2: Module 2: Use key concepts and setup to integrate finance and operations apps with Microsoft Power Platform
- Introduction
- Company concept
- Security model
- Installation and setup of dual-write
- Installation and setup of virtual entities
- Exercise - Install dual-write
- Check your knowledge
- Summary
- Module 3: Module 3: 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
- Module 4: Module 4: Work with tools and best practices to integrate finance and operations apps with Microsoft Power Platform
- 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
- Module 5: Module 5: 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
Tags
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