Integration with Microsoft Dynamics 365 finance and operations with field service and sales

September 9, 2018

This blog illustrates, integration between dynamics 365 finance and operations and dynamics 365 sales and field service apps. We will focus on how CDS (Common data services) can be used to integrate data management and monitor batch activities.

 

Prerequisites  

  1. To establish connection between multiple apps, firstly the user need to have global administrator role for the tenant.

  2. Minimum version details for dynamics applications                                                                     Dynamics 365 finance and operations V 8.0 build number 8.0.30.8020 with Platform Update 15 (7.0.4841.35234) and above                                                                                                           Dynamics 365 for Field Service version 1612 (9.0.1.733) (DB 9.0.1.733) online or a later version

Let’s deep dive to get apps connected and run through few features which are pretty much useful and out of box.

Login to Dynamics 365 finance and operations as global administrator.

Click on dynamics 365 task pane and search for PowerApps. Click on PowerApps. 

On the PowerApps, task pane

Click on Data Section, Click on Connections

Under this section, PowerApps will list all the connected apps for data integration.

Click on New Connection

PowerApps will list all the apps where we can just connect and start using data integrations. Most of the apps are out of box.

Click on dynamics 365 app

 

Authenticate with valid credentials

 

Once authentication is successful, the selected app would be listed on connections.

Click on profile and navigate to admin center

Once you are landed on admin center, Navigate to Data integration and then connection sets

Before starting with projects and templates establish the connection sets so that apps connectivity is established.

Click on New connection and enter the details from and to environments the data integration should take place.

Under Organizations input your legal entity details where the data has to be synchronized. Multiple legal entity mapping can also be setup under connection sets.

 

Note: - The environments details will be listed when the current login user is assigned with global administrator.

Once the connection is successful the connection will be listed on the connection sets  

 Upon connecting, next proceed to start creating project for the template required, custom templates can be added.

 Select the connection created

Once the connection is selected, the next key element is to setup the mapping between fields where data has to be synchronized

 Click on the --> Arrow to deep dive field level details and change the filed mapping or remove field’s mappings

On the scheduling tab, the best feature here is recur every, notifications this is pretty much helpful or administrator to oversee the batch jobs frequency and error if any encountered.

 Email notifications will be sent on each execution with details on the records processed

Click on refresh entities to refresh the mapping changes.

Click on advanced query to filter and enable the advanced query features

 The same overview can also be monitored on Dynamics 365 operations on the batch jobs.

 Hope this blog helps you to get started.

 

                                                                                                                                         Thank You

 

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Nagendra Varma K
Consultant Microsoft Dynamics 365 Finance and Operations
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