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

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