Microsoft Dynamics 365 Tutorial : Step By Step CDS 2.0 Data Integration Tutorial Part 1 – YouTube

Part 1: Introduction and Agenda and Prerequisites for Setup Data Integration with Fin&Ops
Step by Step Tutorial on Data integration of Power Platform

_ 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 a 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 of CDS data integration
02:00 – Agenda of Session
03:00 – Prerequisites / Checklist before starting the setup

source

Author: Manish chauhan

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