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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 Integrate Power Platform solutions to maximize the efficiency of your Finance & Operations projects

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Product type Paperback
Published in Jan 2024
Publisher Packt
ISBN-13 9781801811590
Length 274 pages
Edition 1st Edition
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Author (1):
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Adrià Ariste Santacreu Adrià Ariste Santacreu
Author Profile Icon Adrià Ariste Santacreu
Adrià Ariste Santacreu
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Table of Contents (18) Chapters Close

Preface 1. Part 1: Dynamics 365 Finance and Operations and Power Platform FREE CHAPTER
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 17. Other Books You May Enjoy

Using the Dataverse connector to update a record

What if, instead of the F&O connector, we’d like to use the Dataverse connector and take advantage of the F&O virtual tables in Dataverse?

The flow will be the same until the Apply to each customer loop. However, everything inside it will look different due to how the Dataverse actions work. Inside the loop, we will add a List rows action (see Figure 5.18):

Figure 5.18 – List rows

Figure 5.18 – List rows

We will select the Customers V3 (mserp) virtual table. Remember that if it’s not appearing in the list, it’s because it’s not enabled. So, we should enable it, as we saw in Chapter 2. We will add mserp_customerv3entityid and mserp_customergroupid to the Select columns field. Then, we will filter on mserp_dataareaid and mserp_customeraccount using the values from the JSON file.

XrmToolBox and Dataverse REST Builder

When working with Dataverse and to create the filter expressions...

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