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Showing posts with the label #Dataverse

Business Analytics and Visualization

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It has been a while since I posted a blog article.  Things have been busy and unfortunately my blog has suffered.  Not only have I been busy working in the Microsoft Dynamics 365 and Power Platform arena, but I have also been teaching at a local university.  This past semester I taught Business Analytics and Visualization.  It was a fun course to teach and I was able to introduce business students to the power of analytics using both Power BI and Tableau.  The text for the course was Introduction to Business Analytics, 1 st Edition by Vernon Richardson & Marci Watson.  The text did a great job of covering the types of analytics and the mindset and approach you should follow as a business analyst.  I recently used some of this material in a presentation at an FPnA conference, and it was well received, so I thought I would put the thoughts together here for everyone to read. In today's data-driven world, the ability to transform raw data into meanin...
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Dynamics 365 Finance & Supply Chain with Power Automate - Part 2 - Adding a new customer

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I recently presented a session on using Power Automate with Dynamics 365 Finance and Supply Chain.  The session was very well received, so I wanted to post some videos and details to help users better understand the examples I covered in the session. In the following video I will walk through using Power Automate with Dynamics 365 Finance & Supply Chain to manage a workflow around adding a new customer. Business scenario  – The sales team adds new customers to Dynamics 365 Finance, but the company wants a business workflow in place, so the credit team can review the account and set the credit limit before any activity takes place on the new customer. Components used in the scenario  – Dynamics 365 Finance virtual entities, Power Automate and Microsoft Teams and/or Outlook Synopsis  – By using an Automated cloud flow in Power Automate the system can automatically manage this business process.    Power Automate will listen for new rows (customers) being a...
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Virtual Entities and Dynamics 365 Finance and Supply Chain Management

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I am sure many of you have used the Data Entities that are part of Dynamics 365 F&SCM.  These data entities are used when working with data integrations.  They can also be used with the D365 F&SCM connector for the Power Platform.  I have shown examples of using this connector in earlier post on both Power Automate and Power Virtual Agent.   Using the standard data entities with the Power Platform gives you a lot of options, but there are times it would be easier to work with the Dataverse connector instead. The problem with the Dataverse connector is that is connecting to the Dataverse as the name implies and your D365 F&SCM data is not in Dataverse unless you are using Dual-Write.   There are many scenarios where Dual-Write is a good option especially if you are using D365 Sales along with D365 F&SCM.  However, Dual-Write has its own challenges.  So if you are looking to use the Power Platform for a simple integration s...
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Adding a new entity to Dual-write in Dynamics 365 Finance

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As Microsoft continues to grow, expand and improve Dynamics 365 Finance and Supply, one of the most powerful features released has been Dual-write.  Dual-write is an out-of-box infrastructure the provides near-real-time interaction between customer engagement apps and Finance and Supply Chain apps.  In summary, it is a tightly coupled, bidirectional integration between Finance and Supply Chain applications and Dataverse (formally known as Common Data Service).  Dual-write makes integration with Dynamics 365 Sales and other CE application very straight forward.  It also opens up the opportunities to use PowerApps, Power Portal and Power Virtual Agent with Dynamics 365 Finance and Supply Chain apps by connecting through the Dataverse. There is already documentation from Microsoft as well as many blogs already available on setting up Dataverse.   Here are a few links:  Microsoft Documentation  Dynagile Consulting Sandeep Chaudhury ERP Coder Blog Instead...
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