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Extending Dynamics 365 Finance and Operations Apps with Power Platform

You're reading from Extending Dynamics 365 Finance and Operations Apps with Power Platform

Product type Book

Published in Jan 2024

Publisher Packt

ISBN-13 9781801811590

Pages 274 pages

Edition 1st Edition

Languages

Concepts

Enterprise Resource Planning

Author (1):

Adrià Ariste Santacreu

Table of Contents (18) Chapters

Preface

1. Part 1: Dynamics 365 Finance and Operations and Power Platform

2. Chapter 1: Dynamics 365 F&O and Low-Code Development

3. Chapter 2: Dual-Write and Virtual Tables

4. Part 2: Extending Dynamics 365 F&O with Power Platform

5. Chapter 3: Power Automate Flows in Dynamics 365

6. Chapter 4: Replacing F&O Processes with Power Automate

7. Chapter 5: Building Automations and Integrations

8. Chapter 6: Power Apps: What’s in it for Finance and Operations Consultants?

9. Chapter 7: Extending F&O Apps with Power Apps

10. Chapter 8: Power BI Reporting for Dynamics 365 F&O Apps

11. Part 3: Adding AI to Your Flows and Apps

12. Chapter 9: Integrating AI Builder

13. Part 4: Dataverse and Power Platform ALM

14. Chapter 10: Environment Management

15. Chapter 11: Solution Management

16. Index

Why subscribe?

17. Other Books You May Enjoy

Replacing F&O Processes with Power Automate

In this chapter, we will learn how to extend the standard F&O workflow functionality into Microsoft Teams with Power Automate. We will learn about OData actions in Power Automate, how we can complete the approval process of an existing workflow, and how users can approve or reject them from Teams or via emails.

The scenario demonstrated in this chapter will be creating a purchase requisition and submitting the workflow in F&O. After this, Power Automate will process the approval in Teams or through an email. The purchase requisition will have the workflow enabled at the header level only.

In this chapter, we will cover the following:

F&O Business events, our workflow trigger
Using OData actions
Making messages user-friendly
Processing the workflow elements
Managing the approval process on Teams
Approvals using email

The rest of the chapter is locked

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Authors (1)

Adrià Ariste Santacreu

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.

See other products by Adrià Ariste Santacreu

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