Microsoft Dynamics 365 Tutorial: Step by Step CDS 2.0 Data Integration part 4 Prospect to Cash Demo – YouTube

Posted By Manish chauhan on 16 May 2020 in YouTube

-_ Prospect to cash
-_ Field Service Integration with Finance and Operations
-_ Project Service Automation Integration with Finance and Operations
-_ Talent Integration with Finance and Operations

1. Prerequisites / Checklist before starting the setup
2. Connections with Microsoft dynamics 365 and Dynamics
3. Connection Sets
4. Integration Keys
5. Exploring Templates
6. Creating Project
7. Mappings / Custom Mappings
8. Conditions / Filters i.e if status = approved or submitted then only sync
9. Advance Query in Mappings
   Schedule
10. Troubleshoot any Integration errors in Fin&ops or CRM

Table of Contents:

11:53 – Create Record for Sync in Finops
12:25 – Run Project Data integration
13:30 – Troubleshoot Data integration in Finops
13:51 – Data integration Project in Finops
14:10 – Check Data Logs for Error in Finops
16:36 – Map Type Functions in data integration
17:03 – Transform Data in Map type of project
19:33 – Job History in Finops
20:26 – Scheduling Project of Data integration

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