Integration of Microsoft Power Platform with Dynamics 365 Finance and Operations – A Succinct Guide
February 11, 2025
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February 11, 2025
Streamlined financial operations of any organization alleviate their burden as finance plays a huge role in regulating all the other business processes. But to maintain the efficiency and fluidity into FinOps, the integration of Microsoft Power Platform with Microsoft Dynamics 365 Finance and Operations is indispensable.
But to maintain the efficiency and fluidity into FinOps, the integration of Microsoft Power Platform with Microsoft Dynamics 365 Finance and Operations is indispensable. But how to integrate the power platform with Dynamics 365 finance and operations is a question that just popped up in your head, right?
In this blog, we will help you with a succinct guide to form a concrete integration of Microsoft Power Platform and Microsoft Dynamics 365 Finance and Operations.
But first, let’s understand why the integration of Power Platform and Dynamics 365 Finance and Operations is essential.
The integration of Power Platform with Dynamics 365 F&O empowers organizations to simplify their workflow, build custom applications, and obtain real-time insights, all while minimizing manual effort and complexity. By effortlessly connecting data across systems, this integration improves efficiency, drives informed decision-making and allows teams to collaborate more effectively. Not just that, it also enables businesses to rapidly develop customized solutions with bare technical expertise. With the power platform’s integration, companies can easily maintain cost-effectiveness, amplify user experience, and support data-powered, proactive business processes.
Let’s check out an unfailing guide to integration power platform with Dynamics 365 F&O to optimize your financial operations and reap maximum potential:
First things first, make sure your Power Platform environment (Power Apps, Power Automate, Power BI) is properly set up and linked to your organization’s Dynamics 365 tenant. For this, you need to generate a Power Platform environment within the same Azure Active Directory (AAD) instance as your Dynamics 365.
Use Dataverse
Dataverse is the fundamental data platform that connects Power Platform apps to Dynamics 365. Consider exposing your Dynamics 365 data entities to Dataverse by enabling Power Apps, Power Automate, and Power BI to interact with the data from FinOps.
In Power Apps, develop or customize apps that connect to your Dynamics 365 FinOps data. Use the pre-built connectors or custom APIs to interact with financial, operational, and customer data. Let’s take an example: you can develop mobile or desktop apps that pull data from Dynamics 365 and enable real-time updates.
Optimize Power Automate to create workflows that connect FinOps data to other systems or trigger actions based on specific events. For instance, automate tasks like invoice approvals, sending low inventory alerts, or updating purchase orders when changes take place in Dynamics 365.
Power BI can directly connect to Dynamics 365 FinOps. This allows you to create real-time dashboards and reports. Set up Power BI to gather data from Dynamics 365 entities, like financials, sales, and supply chain, to visualize KPIs and get valuable insights to make better and data-driven decisions.
Dynamics 365 FinOps supports OData and APIs for simplified data integration. You can configure API calls in Power Automate to pull or push data between FinOps and other applications or services. This process helps you to make smoother data exchanges and real-time updates across platforms.
Harness Azure Active Directory (AAD) for user authentication and manage roles and permissions to control access across Power Platform and Dynamics 365. Also, be sure that appropriate data governance and security policies are in place to safeguard confidential financial and operational data.
Integrating the power platform with Dynamics 365 finance and operations will allow you to leverage the automation and mitigate the complexity you currently experience by performing intricate tasks manually. We hope that with this guide, you can efficiently perform a successful integration, gain maximum advantage using minimal time and expense, and operate smoothly. Moreover, you can always opt for the best Dynamics 365 F&O implementation partner to attain desirable outcomes. Keep yourself posted with such pieces of information covering actionable insights and take your business to the next level.