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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

Summary

In this chapter, we learned how to integrate an FTP server with Dynamics 365 F&O through Power Automate. We started by setting up a Power Automate flow that gets triggered at specific intervals to monitor an FTP server for new or modified files. When the trigger is activated, it retrieves a JSON file.

Next, we learned how to parse and process the JSON data to update records in Dynamics 365 F&O. This involves using a loop to iterate through each item in the JSON array, retrieving existing records, and comparing the data. To ensure consistency, we should check whether differences are found between the JSON data and the existing records using the F&O Apps connector to update the record.

Finally, we learned how to use the Dataverse connector to update records. We saw that this method, although slightly less optimal due to an extra loop, achieves the same result as the F&O connector.

Thanks to Power Automate, we can create integrations that we used to do...

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