Connect to finance and operations apps

Offered By: Microsoft via Microsoft Learn

Course Description

Overview

Module 1: As a developer, you are generally part of the data integration scenarios during and after a Finance and Operations apps implementation. This module explores web application programming interfaces (APIs) that are available for Finance and Operations apps and will help you understand the key differences between synchronous and asynchronous integrations for the application.

In this module, you will:

Identify integration web application programming interfaces.
Explore available data integration scenarios.
Identify the key differences between synchronous and asynchronous integrations.

Module 2: Connect to your Finance and Operations apps data by using data entities, where data is accessed outside of the application and with different endpoint and external applications.

In this module, you will:

Create a data entity.
Enable data management capabilities.
Expose Open Data Protocol (OData) endpoints with data entities.
Identify custom service endpoints.
Discover external web services that are available for use.
Consume external web services.
Connect to your data with the Microsoft Excel add-in.
Connect to your data with Microsoft Power Apps.

Module 3: The Data management framework's package representational state transfer (REST) application programming interface (API) lets you integrate with Finance and Operations apps by using data packages.

In this module, you will:

Import and export APIs between Finance and Operations apps cloud deployments and on-premises deployments.
Import and export APIs between on-premises deployments.
Use GetExecutionSummaryStatus to get the status and availability of APIs.

Module 4: Integrations are an important component of implementing Finance and Operations apps. By implementing recurring integrations, you can enable the exchange of documents or files between Finance and Operations apps and third-party applications or services.

In this module, you will:

Set up a data project.
Set up a recurring data job.
Define authorization for integrations by using OAuth.
Use Microsoft Dataverse to synchronize entities between Dynamics 365 applications.
Use composite data entities.
Integrate composite data entities.
Export composite data entities.
Learn about Azure Data Lake and Entity Store.
Learn about Microsoft Power Platform convergence.

Module 5: When it is time to migrate data, the more you know, the easier it is to control operational complexity and reduce costs. Your customer's business continuity must be your priority. Learn how to prepare data for migration, by using the data management framework to manage data entities and data entity packages in Finance and Operations apps.

In this module, you will learn how to:

Choose a data integration (import/export) strategy.
Identify common migration scenarios and tools in Finance and Operations apps.
Understand the Bring your own database (BYOD) feature.
Identify relevant (legacy) systems.
Identify and import static data that is common between industries.
Create and review test plans for data migration.
Identify and extract source data.
Identify relevant data entities and elements.
Generate field mapping between source and target data structures.
Test a data migration and validate output.
Support the transition between the existing and migrated systems.

Module 6: Administrators often need access to their data from Finance and Operations apps, to perform analytics that will help ensure that certain parameters or business metrics are met.

In this module, you will:

Learn about the core concepts of Bring Your Own Database (BYOD) and its advantages compared with the Entity Store.
Create and manage custom data sources.
Learn how to optimize data entities to achieve better performance

Module 7: Finance and Operations apps are integrated with Microsoft Azure to help power many of its built-in capabilities, such as search and intelligence. This module will focus on custom cloud integrations that you can build that are unique to your own project integration needs.

In this module, you will:

Develop and integrate by using Logic Apps.
Integrate Finance and Operations apps with enterprise applications.
Develop and integrate Microsoft Power Platform.
Automate EAI, B2B, EDI, and business processes.
Consume data from Azure Machine Learning (ML) service.
Enable connectivity with external services.

Module 8: Microsoft Power Platform services like Power Apps and Power Automate, and the Common Data Model are tools that you can use to create efficient ways to get more work done with Finance and Operations apps.

In this module, you will:

Connect your Finance and Operations apps data with Power Automate.
Connect to your Finance and Operations apps data with Power Apps.
Learn about the Common Data Model to bring data from multiple systems and applications together.

Syllabus

Module 1: Identify data integration patterns and scenarios in Finance and Operations apps

Introduction
Select an integration API
Synchronous and asynchronous patterns
Data integration scenarios
Check your knowledge
Summary

Module 2: Implement data integration concepts and solutions for Finance and Operations apps

Introduction
Develop an entity and enable it for data export
Implement custom services
Expose OData endpoints from data entities
Consume external web services
Integrate Finance and Operations apps with Microsoft Excel
Integrate Finance and Operations apps with external applications by using Power Apps
Download electronic document interchange solutions
Verify source and target data for auditing
Debug with JSON Web Tokens
Check your knowledge
Summary

Module 3: Implement the Data management package API for Finance and Operations apps

Introduction
Import and export APIs
Monitor the status of APIs
Manage entity change tracking
Create wrapper classes to consume external web services
Check your knowledge
Summary

Module 4: Data integrations with Finance and Operations apps

Introduction
Set up a data project and recurring data job
Exercise - Create a data project and recurring data job
Implement authorization to support integration
Microsoft Dataverse integrations
Work with composite data entities
Azure Data Lake and Entity Store
Power Platform convergence
Check your knowledge
Summary

Module 5: Prepare data for migration to Finance and Operations apps

Introduction
Select a data integration (import/export) strategy
Common migration scenarios and tools
Bring your own database (BYOD)
Test a data migration and validate output
Check your knowledge
Summary

Module 6: Manage data sources with external data stores in Finance and Operations apps

Introduction
Identify report data source requirements for external sources
Create and manage custom data sources
Optimize data entities to achieve better performance
Lab - Create a data entity
Check your knowledge
Summary

Module 7: Integrate Finance and Operations apps with Microsoft Azure

Introduction
Develop and integrate by using Logic Apps
Develop and integrate Microsoft Power Platform
Integrate Finance and Operations apps with enterprise applications
Automate EAI, B2B, EDI, and business processes with Logic Apps
Consume data from the Azure Machine Learning service
Enable connectivity with external services
Optimize data entities to achieve better performance
Check your knowledge
Summary

Module 8: Connect to Microsoft Power Platform services with Finance and Operations apps

Connect your Finance and Operations apps data using Power Automate
Connect to your Finance and Operations apps data with Power Apps
Finance and Operations data on Common Data Model and Microsoft Dataverse
Check your knowledge
Summary

Connect to finance and operations apps

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Course Description

Overview

Syllabus

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