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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

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
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