Microsoft Dynamics 365 Tutorial: Step by Step CDS 2.0 Data Integration part 3 Project 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:

00:00 – Introduction
00:10 – Demo Prospect to cash data integration
00:59 – Integration Key in Data Intttegration
02:12 – Create Project for Prospect to Cash
04:12 – Data Entity Generate Mapping Finops
05:29 – Refresh Data Entity in Finops
06:14 – Map Type or Functions Data Integration
08:13 – New Mapping in Data integration Project
08:41 – Advance Query Data Integration cds 2.0
09:28 – Conditions Filters in Data integration
11:06 – Source Filter in Data Integration CDS

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