Part 2: CDS Data Integration Connections , Project Creation and Custom Mappings 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 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:
07:51 – Connection set for Data integration
09:08 – Create Project in Data integration
12:22 – Custom Mapping in Data Integration
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