CDS Data Integration for Dynamics 365 Finance and Operations, Dynamics 365 Sales and SalesForce (Preview), SQL (Preview)—into Common Data Service
Microsoft has so kindly created a number of different templates to support four major processes.
* Prospect to cash
* Field Service Integration with Finance and Operations
* Project Service Automation Integration with Finance and Operations
* Talent Integration with Finance and Operations
Customers and Sales Processes are monitored via Dynamics 365 for Sales while Fulfilment & Invoicing Using Dynamics 365 for Finance and Operations
To Make bring things closer and easy to connect Microsoft have a Process:
Prospect to Cash
Demo & Tutorial Video on Power Platform CDS data Integration
Step by Step Tutorial on Data integration of Power Platform
Part 1: Introduction and Agenda and Prerequisites for Setup Data Integration with Fin&Ops
- Dynamics CRM User
- Rights to install Prospect to cash Solution to CRM
- Dynamics 365 Finops user
- Access to Make.powerapps.com & Admin.powerplatform.microsoft.com
- All the masters should be in synced between systems
- Enable following setting on your operations environment Data import/export framework parameters General section:
Ignore Error
Create Error File
Remove Duplicates
Part 2: CDS Data Integration Connections, Project Creation and Custom Mappings with Fin&Ops
- Connection set for Data integration
-
Integration Keys OverView
-
Exploring Templates
- Create a Project in Data integration
- Custom Mapping in Data Integration
- Advance Query overView
Part 3: CDS Data Integration Connections, Prospect To Cash Demo and configuration
- Integration Key in Data Integration
- Create a Project for Prospect to Cash
- Data Entity Generate Mapping Finops
- Refresh Data Entity in Finops
- Map Type or Functions Data Integration
- New Mapping in Data integration Project
- Advance Query Data Integration CDS 2.0
- Conditions Filters in Data integration
- Source Filter in Data Integration CDS
Part 4: CDS Data Integration Connections, Sync Creation and TroubleShooting
- Create Record for Sync in Finops
- Run Project Data integration
- Troubleshoot Data integration in Finops
- Data integration Project in Finops
- Check Data Logs for Error in Finops
- Map Type Functions in data integration
- Transform Data in Map type of project
- Job History in Finops
- Scheduling Project of Data integration
How do I get it? licensing and pricing and other Official knowledge
You can read the latest licensing guidance or official Knowledge here:
https://docs.microsoft.com/en-us/power-platform/admin/data-integrator
