Packt

Extend Dynamics 365 Finance Apps with Power Platform

Packt

Extend Dynamics 365 Finance Apps with Power Platform

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Gain insight into a topic and learn the fundamentals.
Intermediate level

Recommended experience

6 hours to complete
Flexible schedule
Learn at your own pace
Gain insight into a topic and learn the fundamentals.
Intermediate level

Recommended experience

6 hours to complete
Flexible schedule
Learn at your own pace

What you'll learn

  • Create and deploy Power Automate flows to optimize F&O processes efficiently.

  • Develop Power Apps solutions that extend F&O functionality with low-code tools.

  • Integrate Power BI and AI Builder for advanced reporting and automation insights.

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Recently updated!

July 2026

Assessments

11 assignments

Taught in English

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There are 11 modules in this course

This module introduces the integration of Power Platform with Dynamics 365 Finance and Operations, highlighting how low-code tools are transforming system customization. Learners will explore the convergence of Dataverse and Dynamics 365 F&O, and gain insight into key Power Platform components such as Power Apps. By the end, you'll understand how these technologies streamline business process development and integration.

What's included

1 video3 readings1 assignment

This module introduces the integration of Dynamics 365 Finance and Operations with Dataverse using Dual-write and virtual tables. Learners will explore key concepts such as environment linking, data synchronization, and decision-making for choosing the appropriate integration method. Practical business scenarios and differences between ERP and CRM data models are also discussed.

What's included

1 video4 readings1 assignment

This module introduces learners to Power Automate cloud flows within Dynamics 365, emphasizing low-code automation and integration using connectors. You will explore different types of flows, understand how triggers and connectors work, and practice updating records using various connectors. By the end, you'll be equipped to automate business processes and integrate third-party services without advanced coding.

What's included

1 video4 readings1 assignment

This module guides learners through integrating Finance & Operations (F&O) workflows with Power Automate, focusing on automating approval processes using OData actions and adaptive cards within Microsoft Teams. Participants will gain hands-on experience designing user-friendly workflow automations and managing parallel process outcomes.

What's included

1 video4 readings1 assignment

This module guides learners through automating data integrations between SFTP servers and Dynamics 365 Finance and Operations using Power Automate. You will discover how to parse JSON files, update records via F&O and Dataverse connectors, and streamline processes without relying on traditional FTP methods.

What's included

1 video4 readings1 assignment

This module introduces the fundamentals of Power Apps, focusing on the differences between model-driven and canvas apps and their integration with Dynamics 365 Finance and Operations. Learners will explore how to create and embed apps to streamline finance workflows, enhancing productivity without the need for coding.

What's included

1 video3 readings1 assignment

This module guides learners through integrating Finance & Operations (F&O) data with Power Apps using virtual tables and connectors. You will discover how to display and update ERP data in a mobile-friendly environment, and compare the capabilities of the F&O and Dataverse connectors.

What's included

1 video3 readings1 assignment

This module guides learners through integrating Power BI with Dynamics 365 Finance & Operations by leveraging Entity Store, Azure Data Lake, and Synapse Link. Participants will gain hands-on experience configuring data exports and setting up Synapse workspaces for advanced reporting and visualization. By the end, learners will understand how to connect, process, and visualize operational data efficiently.

What's included

1 video3 readings1 assignment

This module guides learners through integrating AI Builder into Power Platform applications, focusing on both prebuilt and custom AI models. You will discover how to automate business processes using image recognition in Power Automate and Power Apps, and gain hands-on experience with practical inventory management scenarios.

What's included

1 video4 readings1 assignment

This module introduces the fundamentals of managing Dynamics 365 Finance and Operations (F&O) and Dataverse environments using Lifecycle Services and the Power Platform admin center. Learners will discover environment types, best practices for planning, and strategies for efficient resource deployment. By the end, you'll be equipped to make informed decisions for environment setup and project planning.

What's included

1 video2 readings1 assignment

This module introduces best practices for managing solutions in Power Platform, including the use of environment variables to streamline application configuration. Learners will discover how to efficiently export and import unmanaged solutions to support smooth deployment across different environments.

What's included

1 video3 readings1 assignment

Instructor

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Packt
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