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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

Building Automations and Integrations

We’re used to creating integrations inside Dynamics 365 Finance and Operations (F&O) using X++ and automating the process execution using batches. What if I told you we can also achieve that outside F&O? Let’s learn how to use Power Automate flows to connect to an FTP/SFTP server to retrieve a file and update a field in F&O. FTP access from within X++ is discouraged since the architecture moved from a classic monolith to Service Fabric containers, and Power Automate can help us solve this scenario.

To demonstrate this, we will use a scheduled cloud flow to download a file from an SFTP server. This file will be a JSON file that contains a list of customers and their customer groups, and we will use it to update the value of the customer group if it’s different than the existing one.

In this chapter, we’ll learn about the following:

  • The issue with FTP and self-service deployments
  • Connecting...
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