Extending Dynamics 365 Finance and Operations Apps with Power Platform
Extending Dynamics 365 Finance and Operations Apps with Power Platform

Author: Adrià Ariste Santacreu

Publisher: Packt Publishing Ltd

Published: 2024-01-19

Total Pages: 275

ISBN-13: 180181340X

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Unlock the potential of Dynamics 365 Finance and Operations apps by creating innovative solutions that can enhance the performance of your projects Key Features Learn how to leverage Power Platform tools with Dynamics 365 Finance & Operations Work on real-world use cases and discover ways to maximize the potential of Power Platform Adopt a low-code approach to expedite the development process and enhance the overall maintainability of F&O projects Purchase of the print or Kindle book includes a free PDF eBook Book DescriptionUncover the synergy between Microsoft Power Platform and its integration with Dynamics 365 Finance & Operations (F&O) with this essential guide to implementing low-code and no-code concepts to not only extend and enhance F&O but also improve maintainability and speed up development. Systematically exploring Power Platform, this book covers topics such as Dataverse, Power Automate, Power Apps, and Power BI using real-world scenarios in Dynamics 365 F&O to offer practical insights. You’ll then master the integration of F&O and Power Platform using dual-write and virtual tables, and delve into process automation with Power Automate. The book further deepens your proficiency in Power Apps by showing you how they can be used to extend the F&O functionality and incorporate artificial intelligence using AI Builder and its pre-trained AI models ready to use with your data. Throughout, you’ll gain a solid understanding of the diverse components of Power Platform and how they can transform your Dynamics 365 F&O experience. By the end of this book, you’ll be equipped with the skills and knowledge necessary to fully harness the immense potential of Power Platform and Dynamics 365 F&O.What you will learn Get to grips with integrating Dynamics 365 F&O with Dataverse Discover the benefits of using Power Automate with Dynamics 365 F&O Understand Power Apps as a means to extend the functionality of Dynamics 365 F&O Build your skills to implement Azure Data Lake Storage for Power BI reporting Explore AI Builder and its integration with Power Automate Flows and Power Apps Gain insights into environment management, governance, and application lifecycle management (ALM) for Dataverse and the Power Platform Who this book is for This book is for Dynamics 365 Finance and Operations consultants, as well as Power Platform consultants eager to harness the diverse tools from Power Platform in their F&O projects. If you are a technical or solutions architect, you’ll find this book useful for acquainting yourself with techniques for addressing business requirements using the Power Platform tools.

Programming Microsoft Dynamics 365 Business Central
Programming Microsoft Dynamics 365 Business Central

Author: Marije Brummel

Publisher: Packt Publishing Ltd

Published: 2024-11-15

Total Pages: 466

ISBN-13: 1803242140

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Extend Microsoft Business Central with custom functionality using the AL language in Visual Studio Code, guided by practical examples, expert insights, and real-world use cases Key Features Work with the new additions to the AL Language, Visual Studio Code, and Business Central Enhance your AL programming skills through real-world examples and best practices curated by industry experts Implement updated best practices for development to build efficient, reliable, and maintainable extensions Purchase of the print or Kindle book includes a free PDF eBook Book DescriptionBusiness Central opens a world of endless possibilities for custom business logic and functionality through extensions and customizations. For beginners in the AL language, navigating the vast landscape can feel overwhelming. It’s challenging to know where to start and what’s essential to learn. This updated edition offers a concise and well-organized guide, featuring hands-on exercises to support a successful learning journey. You’ll get to grips with the basics of Business Central and how to create your first Visual Studio Code project with the AL language. As you learn about the table data structure, simple and complex data types, relationships, validation, and data flow, you’ll be able to add and extend tables to your project. Progressively, you'll uncover the intricacies of user interfaces with pages, create advanced Excel report layouts, and harness the power of data queries. Immersing yourself in the AL language syntax, you’ll start with variables, methods, procedures, and statements. You'll explore advanced topics to create business logic such as FlowFields, filtering, CRUD methods, interactions between object types, and different API interfaces that can be created using the AL language. By the end of this book, you’ll be equipped to build fully featured, robust extensions and custom capabilities for Business Central.What you will learn Set up your first AL development environment with Visual Studio Code Understand the data structure and flow of Business Central Design, build, and extend Table, Page, Report, Codeunit, Query, and XMLport objects in Business Central Develop AL code for business logic and data manipulation in Visual Studio Code Use Excel layouts to report Business Central data Integrate Business Central with external systems using API web services Implement multi-language in your own extension Debug and troubleshoot Business Central applications Who this book is for This book is for anyone who wants to learn about Microsoft Dynamics 365 Business Central's powerful and extensive development capabilities. ERP consultants and managers of Business Central development will also find this book helpful. Although you aren't expected to have previously worked with Microsoft Dynamics Business Central, having a basic understanding of programming and familiarity with business applications software will help you understand the concepts covered in this book.

Microsoft Dynamics 365 AI for Business Insights
Microsoft Dynamics 365 AI for Business Insights

Author: Dmitry Shargorodsky

Publisher: Packt Publishing Ltd

Published: 2024-03-29

Total Pages: 178

ISBN-13: 180181242X

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Streamline your business operations by leveraging AI across key functions using practical examples and insightful case studies Key Features Uncover the practical applications of Dynamics 365 AI across sales, customer service, marketing, and finance Explore Dynamics 365’s integration with advanced AI tools such as OpenAI, Azure Open AI, and MS Copilot Learn from real-world examples and case studies Purchase of the print or Kindle book includes a free PDF eBook Book DescriptionIf there is one hot topic being discussed in every boardroom meeting today, it’s AI. With Microsoft Dynamics 365 AI proving to be a game-changer, it’s essential for business professionals to master this tool. Microsoft Dynamics 365 AI for Business Insights will help you harness AI across key business functions to streamline processes and enhance customer experiences. Written by a seasoned professional with 15+ years of experience, this book guides you through Dynamics 365 AI’s practical applications across sales, customer service, marketing, and finance departments. You'll learn how to enhance customer experiences, streamline sales processes, optimize marketing strategies, and improve financial forecasting. This book also explores the integration of generative AI tools such as OpenAI Service, Azure Open AI, language models, and Microsoft Copilot within the Dynamics 365 ecosystem. With real-world examples, case studies, and expert insights, you’ll discover the transformative potential of this powerful toolkit. As well as driving sales insights and implementing fraud protection, you’ll explore emerging AI trends, Microsoft's roadmap for Dynamics 365 AI, and the upcoming features. By the end, you’ll be all set to unlock new growth opportunities using Dynamics 365 AI. What you will learn Overcome common challenges in Dynamics 365 AI implementation with ease Delve into the practical applications of advanced generative AI tools Integrate cutting-edge tools such as OpenAI Service, Azure Open AI, language models, and Microsoft Copilot with Dynamics 365 AI Derive insights from real-world examples of successful AI implementation Discover best practices and strategies for leveraging AI to find useful business insights and enhance operations Explore Microsoft's roadmap for Dynamics 365 AI and the forthcoming trends in AI for business Who this book is for This book is for Dynamics 365 consultants, architects, and IT managers, willing to implement AI in their organizations. Business consultants advising on business technology, especially those focused on Microsoft Dynamics 365, will find it useful for enhancing their skills. A basic understanding of Microsoft Dynamics 365 and its suite of business applications will be beneficial as the book’s focus is on implementing the tool’s AI modules. Familiarity with the principles of artificial intelligence and how it is applied in a business context will also be helpful.

Machine Learning with Dynamics 365 and Power Platform
Machine Learning with Dynamics 365 and Power Platform

Author: Aurelien Clere

Publisher: John Wiley & Sons

Published: 2022-01-06

Total Pages: 247

ISBN-13: 1119771293

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Apply cutting-edge AI techniques to your Dynamics 365 environment to create new solutions to old business problems In Machine Learning with Dynamics 365 and Power Platform: The Ultimate Guide to Apply Predictive Analytics, an accomplished team of digital and data analytics experts delivers a practical and comprehensive discussion of how to integrate AI Builder with Dataverse and Dynamics 365 to create real-world business solutions. It also walks you through how to build powerful machine learning models using Azure Data Lake, Databricks, Azure Synapse Analytics. The book is filled with clear explanations, visualizations, and working examples that get you up and running in your development of supervised, unsupervised, and reinforcement learning techniques using Microsoft machine learning tools and technologies. These strategies will transform your business verticals, reducing costs and manual processes in finance and operations, retail, telecommunications, and manufacturing industries. The authors demonstrate: What machine learning is all about and how it can be applied to your organization's Dynamics 365 and Power Platform Projects The creation and management of environments for development, testing, and production of a machine learning project How adopting machine learning techniques will redefine the future of your ERP/CRM system Perfect for Technical Consultants, software developers, and solution architects, Machine Learning with Dynamics 365 and Power Platform is also an indispensable guide for Chief Technology Officers seeking an intuitive resource for how to implement machine learning in modern business applications to solve real-world problems.

Implementing Microsoft Dynamics 365 for Finance and Operations Apps
Implementing Microsoft Dynamics 365 for Finance and Operations Apps

Author: JJ Yadav

Publisher: Packt Publishing Ltd

Published: 2020-03-06

Total Pages: 519

ISBN-13: 1789954142

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Harness the power of Finance and Operations apps, and discover all you need for their implementation Key FeaturesManage and plan different Dynamics configurations, designs, and productsLearn how to manage projects for pre-sales and implementation using Microsoft Dynamics Lifecycle Services (LCS)Discover various integration planning techniques, tools, and frameworks such as PowerApps and Power AutomateBook Description Microsoft Dynamics 365 for Finance and Operations is a modern cloud ERP platform that adopts a mobile-first approach suitable for medium-to-large enterprises. This book covers the entire implementation process of Dynamics 365 Finance and Operation Apps, including post-implementation and business transformation. The updated second edition starts with an introduction to Microsoft Dynamics 365, describing different apps and tools under it. You will learn about different implementation methodologies such as Waterfall and Agile, for your projects. We will cover various application components and architectures of Dynamics such as requirements processing, development, reports and analytics, and integration. With the help of tips, techniques, and best practices, you’ll explore strategies for managing configurations and data migrations. As you read further, you’ll discover development tools and processes in Dynamics for building customized solutions in Dynamics. The book will also demonstrate analytics and financial reporting options such as Power BI and Cortana Intelligence. Finally, you’ll learn the importance of testing and explore various automated testing strategies. By the end of this book, you will have gained the necessary knowledge to implement Microsoft business solutions with Dynamics 365 for Finance and Operations Apps. What you will learnUnderstand the architecture of Dynamics 365 for Finance and Operations AppsImplement Dynamics with confidence to manage finances in your businessGet up to speed with different methodologies and support cycles of the Microsoft Dynamics architectureExplore best practices to analyze the requirements of your businessUnderstand the technique of data migration from legacy systemsLeverage the capabilities of Power BI to make informed business decisionsManage all your upgrades through One Version service updatesWho this book is for This book is for consultants, technical managers, project managers, or solution architects who are looking to implement Microsoft Dynamics 365 Finance and Operations apps in their business. A basic understanding of the enterprise resource planning (ERP) implementation process and software lifecycle is expected.

Fundamentals of CRM with Dynamics 365 and Power Platform
Fundamentals of CRM with Dynamics 365 and Power Platform

Author: Nicolae Tarla

Publisher: Packt Publishing Ltd

Published: 2020-10-06

Total Pages: 629

ISBN-13: 1789954584

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Explore the latest features of Dynamics 365 and Power Platform's out-of-the-box tools to build custom business solutions for your organization Key Features Discover impressive Dynamics 365 features to transform your business and increase productivity Leverage the platform's extensibility to meet your organizational needs Understand how Power Platform powers Dynamics 365 and enhances its integration capabilities Book Description Microsoft Dynamics 365 provides a vast array of tools and applications to meet various Customer Engagement requirements. This Customer Relationship Management (CRM) guide covers the latest advancements in Dynamics 365 and Power Platform that help organizations adapt to changing market conditions for agility and resilience. With this book, you'll explore the core platform functionality of Dynamics 365 and explore its wide range of components for transforming your business with new services and capabilities. You'll learn the basics of configuration and customization to enhance the functionality of Microsoft Dynamics 365 CRM and create solutions and custom applications by leveraging features such as apps, portals, automation, and business intelligence. As you advance, you'll understand how Power Platform drives Dynamics 365 and how various integration capabilities add value by providing a comprehensive view of data aggregated across different systems and data sources. Finally, you'll delve into core administration concepts that will help you to manage extensions added to the platform. By the end of this book, you'll have learned how to tailor Microsoft Dynamics 365 to fit your organization's requirements and tweak the platform to meet your business needs. What you will learn Get to grips with Power Platform for building and enhancing Dynamics 365 apps Integrate Dynamics 365 CRM with Microsoft 365, Azure, and other platforms Discover how you can customize existing entities and create new ones Explore various security features and grant users access to CRM data and functions Find out which CRM attributes are used to automate operations with programming Use internal and external social data to help users to make informed decisions Who this book is for This book is for customers and project stakeholders, new functional consultants, business administration users, and project managers looking to get up and running with the latest features of Dynamics 365 and Power Platform. This guide will help non-developers become acquainted with a no-code approach to customization and configuration. A basic understanding of relational data and customer management concepts will help you get the most out of this book.

Extending Dynamics 365 Customer Engagement Apps with Low Code
Extending Dynamics 365 Customer Engagement Apps with Low Code

Author: Nicolás Andrés Fernández

Publisher: Packt Publishing Ltd

Published: 2023-01-06

Total Pages: 343

ISBN-13: 1803245123

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Customize your Dynamics 365 customer engagement apps to increase business productivity and customer value at scale using a low-code approach Key FeaturesLeverage Power Apps and customize Dynamics 365 CE apps to implement advanced business case scenariosCreate automation with Power Automate to empower Dynamics 365 CE users to increase their productivityEasily build bots using Power Virtual Agents for both internal and external use casesBook Description Extending Dynamics 365 Customer Engagement Apps with Low Code helps you gain a comprehensive, practical understanding of how a no-code/low-code project approach works for Dynamics 365 (D365) Customer Engagement (CE). This book covers the most relevant native capabilities for configuration, along with real-world scenarios to showcase the magic of extending D365 CE apps with Power Platform. The book starts by identifying different scenarios and use cases to extend D365 CE apps with a low-code approach. You'll learn about the different capabilities of Dataverse and Power Apps used to extend native applications. Next, you'll discover how to leverage Power Apps, both Canvas apps and model-driven apps, and Power Pages, to build apps and portals around D365 CE processes. You'll also explore Power Automate's capabilities to create or modify business processes, as well as incorporate new processes and automation. As you advance, you'll also discover how Power Virtual Agents can be implemented in D365 CE apps. The book concludes by teaching you to integrate Power BI natively with customer engagement, thus facilitating the construction of advanced reports and dashboards. By the end of this book, you'll have gained hands-on expertise in customizing CE apps with Power Platform to deliver more scalable and maintainable solutions. What you will learnLeverage the capabilities of Dataverse and Power Apps to extend Dynamics 365 CE native applicationsCreate Canvas and model-driven apps on top of Dynamics 365 CE applicationsIntegrate AI Builder capabilities with Dynamics 365 CE for advanced solutionsCreate automation with business process flow, cloud flows, and classic workflowsDeploy a chatbot and integrate it with Dynamics 365 CE processesEmbed Power BI dashboards and reports in Dynamics 365 CE appsWho this book is for This book is for Dynamics 365 developers, solutions architects, technical functional consultants, and pre-sales architects working on Dynamics 365 customer engagement who want to customize and extend their customer engagement apps with the power of low-code/no-code technology, and gain practical experience in using Power Platform components to deliver scalable, maintainable, and intelligent solutions to their clients. Working knowledge of Dynamics 365 and basic knowledge of low-code/no-code technology will help you get the most out of this book.

Extending Microsoft Dynamics 365 Finance and Supply Chain Management Cookbook
Extending Microsoft Dynamics 365 Finance and Supply Chain Management Cookbook

Author: Simon Buxton

Publisher: Packt Publishing Ltd

Published: 2020-03-27

Total Pages: 523

ISBN-13: 1838647074

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A practical recipe-based guide to extend your Dynamics 365 Finance and Supply chain management implementation. Key FeaturesExtend Dynamics 365 Finance and Supply Chain Management features in a cost-effective mannerLearn how to integrate with other applications and services securely using Business Events, OData and the Service BusExtend and hook into standard processes safely using Chain of CommandBook Description Dynamics 365 Finance and Supply Chain Management is Microsoft's ERP solution, which can be implemented as a cloud or on-premise solution to facilitate better decision-making with the help of contemporary, scalable ERP system tools. This book is updated with the latest features of Dynamics 365 Finance and Supply Chain Management including Chain of Command (CoC), Acceptance Test Libraries (ATL), and Business Events. The book not only features more than 100 tutorials that allow you to create and extend business solutions, but also addresses specific problems and offers solutions with insights into how they work. This cookbook starts by helping you set up a Azure DevOps project and taking you through the different data types and structures used to create tables. You will then gain an understanding of user interfaces, write extensible code, manage data entities, and even model Dynamics 365 ERP for security. As you advance, you'll learn how to work with various in-built Dynamics frameworks such as SysOperation, SysTest, and Business Events. Finally, you'll get to grips with automated build management and workflows for better application state management. By the end of this book, you'll have become proficient in packaging and deploying end-to-end scalable solutions with Microsoft Dynamics 365 Finance and Supply Chain Management. What you will learnUnderstand the importance of using patterns and frameworks for creating unique solutionsWrite code that can make your solution extendableLeverage new frameworks that allow your solution to adapt as your business growsDesign the UI and business logic to fit standard patternsUnderstand how to not only write unit tests, but also perform efficient unit testing to automate the testing processDesign your security model and policies to provide code access privilegesWho this book is for This Dynamics 365 book is for anyone who wants to learn Dynamics 365 Finance and Supply Chain Management development or migrate from C# or Microsoft Dynamics AX 2012 (or prior) development. Although finance and Supply Chain Management experience is not necessary, a background in software development is required. You will also need access to Microsoft's Lifecycle Services to download the necessary development tools.

Mastering Microsoft Dynamics 365 Implementations
Mastering Microsoft Dynamics 365 Implementations

Author: Eric Newell

Publisher: John Wiley & Sons

Published: 2021-04-27

Total Pages: 556

ISBN-13: 1119789338

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Confidently shepherd your organization’s implementation of Microsoft Dynamics 365 to a successful conclusion In Mastering Microsoft Dynamics 365 Implementations, accomplished executive, project manager, and author Eric Newell delivers a holistic, step-by-step reference to implementing Microsoft’s cloud-based ERP and CRM business applications. You’ll find the detailed and concrete instructions you need to take your implementation project all the way to the finish line, on-time, and on-budget. You’ll learn: The precise steps to take, in the correct order, to bring your Dynamics 365 implementation to life What to do before you begin the project, including identifying stakeholders and building your business case How to deal with a change management throughout the lifecycle of your project How to manage conference room pilots (CRPs) and what to expect during the sessions Perfect for CIOs, technology VPs, CFOs, Operations leaders, application directors, business analysts, ERP/CRM specialists, and project managers, Mastering Microsoft Dynamics 365 Implementations is an indispensable and practical reference for guiding your real-world Dynamics 365 implementation from planning to completion.

Implementing Microsoft Dynamics 365 for Finance and Operations
Implementing Microsoft Dynamics 365 for Finance and Operations

Author: Rahul Mohta

Publisher: Packt Publishing Ltd

Published: 2017-09-15

Total Pages: 551

ISBN-13: 1787121011

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Harness the power of Dynamics 365 Operations and discover all you need to implement it About This Book Master all the necessary tools and resources to evaluate Dynamics 365 for Operations, implement it, and proactively maintain it. Troubleshoot your problems effectively with your Dynamics 365 partner Learn about architecture, deployment choices, integration, configuration and data migration, development, testing, reporting and BI, support, upgrading, and more. Who This Book Is For This book is for technology leaders, project managers solution architects, and consultants who are planning to implement, are in the process of implementing, or are currently upgrading to Dynamics 365 for Operations. This book will help you effectively learn and implement Dynamics 365 for Operations. What You Will Learn Learn about Microsoft Dynamics 365, it's offerings, plans and details of Finance and Operations, Enterprise edition Understand the methodology and the tool, architecture, and deployment options Effectively plan and manage configurations and data migration, functional design, and technical design Understand integration frameworks, development concepts, best practices, and recommendations while developing new solutions Learn how to leverage intelligence and analytics through Power BI, machine learning, IOT, and Cortana intelligence Master testing, training, going live, upgrading, and how to get support during and after the implementation In Detail Microsoft Dynamics 365 for Finance and Operations, Enterprise edition, is a modern, cloud-first, mobile-first, ERP solution suitable for medium and large enterprise customers. This book will guide you through the entire life cycle of a implementation, helping you avoid common pitfalls while increasing your efficiency and effectiveness at every stage of the project. Starting with the foundations, the book introduces the Microsoft Dynamics 365 offerings, plans, and products. You will be taken through the various methodologies, architectures, and deployments so you can select, implement, and maintain Microsoft Dynamics 365 for Finance and Operations, Enterprise edition. You will delve in-depth into the various phases of implementation: project management, analysis, configuration, data migration, design, development, using Power BI, machine learning, Cortana analytics for intelligence, testing, training, and finally deployment, support cycles, and upgrading. This book focuses on providing you with information about the product and the various concepts and tools, along with real-life examples from the field and guidance that will empower you to execute and implement Dynamics 365 for Finance and Operations, Enterprise edition. Style and approach This book is a step-by-step guide focusing on implementing Dynamics 365 Operations solutions for your organization.