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
- Prerequisites / Checklist before starting the setup
- Connections with Microsoft dynamics 365 and Dynamics
- Connection Sets
- Integration Keys
- Exploring Templates
- Creating a Project
- Mappings / Custom Mappings
- Conditions / Filters i.e if status = approved or submitted then only sync
- Advance Query in Mappings
Schedule - 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
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