Integrate finance and operations apps with Microsoft Power Platform

In this module, you will:

• Review Microsoft Dynamics 365 cross-app capabilities.
• Discover the Dynamics 365 unification or convergence approach.
• Learn about the dual-write feature, its architecture, and key concepts.
• Learn about virtual entities/tables, their architecture, and entity modeling.
• Review the solution design aspect of choosing the correct technology and how dual-write and virtual entities/table complement each other.

In this module, you will:

• Review key application parity, such as the company concept and the security model of finance and operations and Microsoft Dataverse.
• Discover authentication and authorization for finance and operations apps and Dataverse for dual-write and virtual entities/tables.
• Set up dual-write and virtual entities.

In this module, you will:

• Learn about the prospect-to-cash scenario.
• Explore the party model and the global address book concepts.
• Learn about Dynamics 365 Field Service and Asset Management integration with finance and operations apps.

In this module, you will:

• Review key dual-write concepts.
• Learn about dual-write alerts and how to set up alerts and automatic actions for planned and unplanned maintenance.
• Learn about the Pause and Resume features and error management scenarios.
• Explore troubleshooting techniques for dual-write setup, live sync, initial sync, and performance.
• Explore best practices and recommendations for dual-write integration.

In this module, you will:

• Review technical and development aspects of dual-write.
• Learn about dual-write integration keys, company striping, and bootstrapping of Microsoft Dataverse data.
• Learn about application lifecycle management (ALM) and environment lifecycle management (ELM) for both apps involving dual-write.
• Explore the use of filters in finance and operations apps and Dataverse.
• Explore error handling scenarios for initial sync and live sync.
• Explore best practices, patterns, and anti-patterns scenarios of initial synch, piggybacking, custom triggers, and more.

• Introduction
• Dual-write architecture
• Dual-write key concepts
• Dual-write release strategy
• Dual-write basic navigation
• Virtual entities
• Entity modeling for virtual entities
• Determine the technology approach
• Check your knowledge
• Summary

• Introduction
• Company concept
• Security model
• Installation and setup of dual-write
• Installation and setup of virtual entities
• Exercise - Install dual-write
• Check your knowledge
• Summary

• Introduction
• Prospect-to-cash overview
• Party model and global address book solution
• Field Service integration overview
• Check your knowledge
• Summary

• Alerting and automatic actions
• Pause and Resume options
• Initial sync
• Live sync
• Tools for performance issues
• Best practices
• Exercise – Troubleshoot dual-write integration
• Check your knowledge
• Summary

• Introduction
• Integration keys
• Company striping
• Application lifecycle management and environment lifecycle management
• Error handling
• Patterns
• Exercise - Add the Segment column in the Customers V3 (accounts) table map
• Check your knowledge
• Summary