Extending Dynamics 365 Finance and Operations Apps with Power Platform: Integrate Power Platform solutions to maximize the efficiency of your Finance & Operations projects

Extending Dynamics 365 Finance and Operations Apps with Power Platform: Integrate Power Platform solutions to maximize the efficiency of your Finance & Operations projects book cover

Extending Dynamics 365 Finance and Operations Apps with Power Platform: Integrate Power Platform solutions to maximize the efficiency of your Finance & Operations projects

Author(s): Adrià Ariste Santacreu (Author)

  • Publisher: Packt Publishing
  • Publication Date: 19 Jan. 2024
  • Language: English
  • Print length: 274 pages
  • ISBN-10: 1801811598
  • ISBN-13: 9781801811590

Book Description

Unlock the potential of Dynamics 365 Finance and Operations apps by creating innovative solutions that can enhance the performance of your projects

Key Features

  • Learn how to leverage Power Platform tools with Dynamics 365 Finance & Operations
  • Work on real-world use cases and discover ways to maximize the potential of Power Platform
  • Adopt a low-code approach to expedite the development process and enhance the overall maintainability of F&O projects
  • Purchase of the print or Kindle book includes a free PDF eBook

Book Description

Uncover the synergy between Microsoft Power Platform and its integration with Dynamics 365 Finance & Operations (F&O) with this essential guide to implementing low-code and no-code concepts to not only extend and enhance F&O but also improve maintainability and speed up development.

Systematically exploring Power Platform, this book covers topics such as Dataverse, Power Automate, Power Apps, and Power BI using real-world scenarios in Dynamics 365 F&O to offer practical insights. You’ll then master the integration of F&O and Power Platform using dual-write and virtual tables, and delve into process automation with Power Automate. The book further deepens your proficiency in Power Apps by showing you how they can be used to extend the F&O functionality and incorporate artificial intelligence using AI Builder and its pre-trained AI models ready to use with your data. Throughout, you’ll gain a solid understanding of the diverse components of Power Platform and how they can transform your Dynamics 365 F&O experience.

By the end of this book, you’ll be equipped with the skills and knowledge necessary to fully harness the immense potential of Power Platform and Dynamics 365 F&O.

What you will learn

  • Get to grips with integrating Dynamics 365 F&O with Dataverse
  • Discover the benefits of using Power Automate with Dynamics 365 F&O
  • Understand Power Apps as a means to extend the functionality of Dynamics 365 F&O
  • Build your skills to implement Azure Data Lake Storage for Power BI reporting
  • Explore AI Builder and its integration with Power Automate Flows and Power Apps
  • Gain insights into environment management, governance, and application lifecycle management (ALM) for Dataverse and the Power Platform

Who this book is for

This book is for Dynamics 365 Finance and Operations consultants, as well as Power Platform consultants eager to harness the diverse tools from Power Platform in their F&O projects. If you are a technical or solutions architect, you’ll find this book useful for acquainting yourself with techniques for addressing business requirements using the Power Platform tools.

Table of Contents

  1. Dynamics 365 F&O and Low-Code Development
  2. Dual-Write and Virtual Tables
  3. Power Automate Flows In Dynamics 365
  4. Replacing F&O Processes with Power Automate
  5. Building Automations and Integrations
  6. Power Apps: What’s in it for Finance and Operations Consultants?
  7. Extending F&O Apps with Power Apps
  8. Power BI Reporting for Dynamics 365 F&O Apps
  9. Integrating AI Builder
  10. Environment Management
  11. Solution Management

Editorial Reviews

Review

“Often, books of this nature jump into the technical details right away and lose the reader, but Adrià did a great job presenting various ways of achieving the same results, with pros and cons of each method. This book defines the technology (Dataverse, Dual Write, Virtual Entities, and Entities) leading into a discussion of why and when you would use each. I found it easy to follow with each chapter building on the prior. By walking through real examples, the reader can follow along and understand the concepts. The book is good for functional consultants looking to become more technical in addition to those who are already more technical. I would strongly recommend this for any reader looking to extend F&O with the Microsoft stack.”

Howard Swerdloff, Director Technology Specialist Management, Microsoft

“I highly recommend taking a look at ‘Extending Dynamics 365 Finance and Operations Apps with Power Platform.’ While it is technical, it also explains very granulated the way that things work within finance and Power Platform. I honestly believe that the future of OneMicrosoft needs to start with practices like the one that Adrià is proposing in his book: using Power Platform for finance is just something that makes sense.”

Ana Inés Urrutia

Three-Time Microsoft Business Applications MVP

“[…] I would strongly recommend this for any reader looking to extend F&O with the Microsoft stack.”

Howard Swerdloff, Director Technology Specialist Management, Microsoft

“Very much in line with Microsoft’s OneDynamicsOnePlatform strategy, Adrià Ariste Santacreu offers this great book that brings PowerPlatform a little closer to all of us who have been working with Dynamics365FO, where until recently, development was always done within ERP itself.

Luckily, the convergence of these platforms is already a fact, and we can/should take advantage of the potential of both platforms to deliver even more value.

Without a doubt, this is a must-read book that every professional in the Dynamics ecosystem should read.”

Miquel Vidal Morales, CTO at CrossPoint 365

About the Author

Adrià Ariste Santacreu has been working in the Microsoft business applications’ field since 2010, starting with Axapta and Microsoft Dynamics AX, and since 2016 with Microsoft Dynamics 365 F&O. A technical solution architect and developer who loves solving requirements with all the tools available in the Microsoft ecosystem, like the Power Platform or Azure services that can be used with Finance and Operations. Adrià has been recognized as a Microsoft MVP since 2020 in the Business Applications category thanks to his community contributions, like speaking at events and conferences and writing technical articles about Dynamics 365 F&O, Azure, Dataverse, and the Power Platform.

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