From Zero to Cybersecurity Analyst

Class Central is learner-supported. When you buy through links on our site, we may earn an affiliate commission.

Microsoft

Integrate finance and operations apps with Microsoft Power Platform

Microsoft via Microsoft Learn

Go to class Write review

Overview

  • 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.

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

Reviews

Start your review of Integrate finance and operations apps with Microsoft Power Platform

Go to class

Never Stop Learning.

Get personalized course recommendations, track subjects and courses with reminders, and more.

Sign up for free
Someone learning on their laptop while sitting on the floor.