CDS Data Integration for Dynamics 365 Finance and Operations, Dynamics 365 Sales and SalesForce (Preview), SQL (Preview)—into Common Data Service
Microsoft has so kindly created a number of different templates to support four major processes.
* Prospect to cash
* Field Service Integration with Finance and Operations
* Project Service Automation Integration with Finance and Operations
* Talent Integration with Finance and Operations
Customers and Sales Processes are monitored via Dynamics 365 for Sales while Fulfilment & Invoicing Using Dynamics 365 for Finance and Operations
To Make bring things closer and easy to connect Microsoft have a Process:
Prospect to Cash
Demo & Tutorial Video on Power Platform CDS data Integration
Part 1: Introduction and Agenda and Prerequisites for Setup Data Integration with Fin&Ops
Dynamics CRM User
Rights to install Prospect to cash Solution to CRM
Dynamics 365 Finops user
Access to Make.powerapps.com & Admin.powerplatform.microsoft.com
All the masters should be in synced between systems
Enable following setting on your operations environment Data import/export framework parameters General section:
Ignore Error
Create Error File
Remove Duplicates
Part 2: CDS Data Integration Connections, Project Creation and Custom Mappings with Fin&Ops
Connection set for Data integration
Integration Keys OverView
Exploring Templates
Create a Project in Data integration
Custom Mapping in Data Integration
Advance Query overView
Part 3: CDS Data Integration Connections, Prospect To Cash Demo and configuration
Integration Key in Data Integration
Create a Project for Prospect to Cash
Data Entity Generate Mapping Finops
Refresh Data Entity in Finops
Map Type or Functions Data Integration
New Mapping in Data integration Project
Advance Query Data Integration CDS 2.0
Conditions Filters in Data integration
Source Filter in Data Integration CDS
Part 4: CDS Data Integration Connections, Sync Creation and TroubleShooting
Create Record for Sync in Finops
Run Project Data integration
Troubleshoot Data integration in Finops
Data integration Project in Finops
Check Data Logs for Error in Finops
Map Type Functions in data integration
Transform Data in Map type of project
Job History in Finops
Scheduling Project of Data integration
How do I get it? licensing and pricing and other Official knowledge
You can read the latest licensing guidance or official Knowledge here:
https://docs.microsoft.com/en-us/power-platform/admin/data-integrator
