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- Dynamics 365 is inherently integrated with the Power Platform, allowing businesses to extend the functionality of Dynamics 365 applications with Power Apps, automate processes with Power Automate, and gain deeper insights with Power BI.
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What is Microsoft Power Platform?
May 18, 2021 · Power Apps, Power Automate, and Dynamics 365 allow developers to quickly create business applications that generate immense amounts of data. In this session, we’ll show how to gain insights from this data with Azure Synapse and Power BI.
- Overview
- Getting started
- Prerequisite reading
- Tools and services unlocked with Microsoft Power Platform integration
- Typical scenarios and patterns that use dual-write
Microsoft Power Platform provides a suite of capabilities for Dynamics 365 applications via the Power Platform admin center. Today, finance and operations apps are not managed by the Power Platform admin center. However, over time more and more management capabilities will be migrated from Microsoft Dynamics Lifecycle Services (LCS) over to the adm...
To learn more about how to connect your environment to either a new or an existing Power Platform environment, see Enable Power Platform Integration.
To understand the architecture of Microsoft Power Platform, Dataverse, dual-write, and virtual entities for finance and operations apps, you must understand how they work. Therefore, the following documentation is a prerequisite:
•Administer Power Platform
•What is Dataverse?
•Tables in Dataverse
•Entity relationships overview
•Create and edit virtual tables that contain data from an external data source
Together, virtual entities, dual-write, business events, and data events make up the shared data layer for the convergence of finance and operations apps and the Dataverse platform. They are complementary technologies that are intended to work together.
Virtual entities enable scenarios where access to finance and operations data from Microsoft Power Platform or native Dataverse apps is required. You can query that data, bind forms to it, and generally use the full power of Microsoft Power Platform against the full breadth of finance and operations apps. Data isn't copied between systems. Instead, it's accessed directly through the standard virtual entity infrastructure that Microsoft Power Platform technologies can already bind to. For more information, see Virtual entities overview.
Business events let you use Microsoft Power Platform to respond to events that are occurring in finance and operations apps. These events occur when a process is run in the application with business logic. Business events can be raised from any app, including finance and operations apps, and can be handled by Microsoft Power Platform business logic. This handling will often include querying or interacting with additional data through either native entities or virtual entities.
Data events, similar to business events, enable external applications to receive notifications from finance and operations apps when events occur. Data events occur when there is a change to a record in the application data. External systems can react to notifications when a create, update, or delete (CUD) operation occurs in the data.
For a subset of scenarios, data must be physically copied between finance and operations apps and native Dataverse entities. These scenarios are for overlapping entities that already have a large amount of bound logic in both native Dataverse apps and finance and operations apps, so that the data must reside in the local database of each type of app. Although the number of these entities is relatively small, it includes some of the most important entities, such as Account/Customer, Company, Product, and Sales order. For these scenarios, dual-write enables near-real-time synchronous copying of data. This capability enables existing apps to continue to operate against local data, as designed, and also ensures that the corresponding overlapping entity is kept in sync. For more information, see the Dual-write home page.
Together, virtual entities, dual-write, business events, and data events let you build apps and business processes that span the boundaries between finance and operations apps and native Dataverse apps. Most apps and business processes will use either a combination of these three parts of the shared data layer or all of them. As always, extension and customization should reduce the amount of data that is copied between databases as much as possible, and should also optimize for the best possible user experience when these tools are used.
Customer service representatives can facilitate a change of address for finance and operations customers
A customer relocates and wants to change their billing and shipping address information. This customer contacts a customer service representative and requests a change of address. The customer service representative takes the call and changes the customer's billing and shipping address information. Recommended solution This scenario that involves near-real-time data synchronization is best implemented by using dual-write. 1.The customer's information is sourced in a finance and operations app. 2.A customer calls customer service and asks to change their billing and shipping address information. 3.A customer service representative retrieves the customer's record in Dynamics 365 Customer Service. 4.The customer service representative updates the billing and shipping addresses, and saves the data. 5.The new billing and shipping addresses are synced back to the finance and operations app in real time. Recommended solution This scenario that involves near-real-time data synchronization is best implemented by using dual-write. 1.The customer's information is sourced in a finance and operations app. 2.A customer calls customer service and asks to change their billing and shipping address information. 3.A customer service representative retrieves the customer's record in Dynamics 365 Customer Service. 4.The customer service representative updates the billing and shipping addresses, and saves the data. 5.The new billing and shipping addresses are synced back to the finance and operations app in real time.
Feb 23, 2024 · Create low-code apps and flows by using the Power Platform environment that link to finance and operations apps. Integrate finance and operations apps data with the Dataverse platform by using virtual tables, business events, and dual-write features. Install and connect other Dynamics 365 applications with your finance and operations apps.
Apr 6, 2021 · For a complete list of new capabilities, please review the Dynamics 365 and Power Platform 2021 release wave 1 plans, as well as the overviews of new capabilities for Dynamics 365, integrated Microsoft Teams experiences, and Power Platform announced at Microsoft Ignite in early March.
Mar 30, 2022 · Both Power Apps and Dynamics 365 are built on the Power Platform. Dynamics 365 for Sales, Service and Marketing are all natively built with the sole purpose of working as a dedicated CRM database. More on that later.
May 17, 2021 · We have seen a breakthrough year for Microsoft Dynamics 365 and Microsoft Power Platform. Across industries and around the world, we’re seeing companies leveraging Dynamics 365 to create impact faster, break down barriers, adapt to a rapidly changing environment, and innovate across their business. Dynamics 365 continues to grow quickly, with ...
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