-_ 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 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:
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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