Dynamics 365 Finance and Operations and Power Apps Integration via Fin & Ops Apps (Dynamics 365) connector

DYNAMICS 365 FINANCE AND OPERATIONS AND POWER APPS INTEGRATION VIA FIN & OPS APPS (DYNAMICS 365) CONNECTOR

CONTENT Introduction Connectors Connections Fin & Ops Apps (Dynamics 365) connector Conclusion

INTRODUCTION

Microsoft's large ecosystem of software as a service (SaaS) connectors enables you to connect apps, data, and devices in the cloud. Examples of popular connectors include Salesforce, Office 365, Twitter (X), Dropbox, Google services, and more. Connectors allow the underlying service to talk to Microsoft Power Automate, Microsoft Power Apps, and Azure Logic Apps.

CONNECTORS

There are two types of connectors:

• Prebuilt: Predefined connectors that can be used without you making modifications. They address automating commonly used business process scenarios.
• Custom: Function-based connectors that you build to support your tailored scenarios.

Connectors are available for use in multiple products.

Power Automate

• Power Automate allows you to build workflows and automate processes across your apps and services. You can streamline notifications, sync data between systems, automate approval, and more.

Power Apps

• Power Apps enables you to build cloud connected and cross platform business apps using clicks and minimal code. You can create rich user experiences across the web, phones, and tablets. You can assemble forms, add business logic, and take advantage of device capabilities with full creative freedom.

Logic Apps

• Logic Apps is the workflow engine for Power Automate. It enables pro-developers to visually create or programmatically configure workflows in Azure. A connector in Logic Apps enables users to automate EAI, Business to business (B2B), and Business to consumer (B2C) scenarios while reaping the benefits of source control, testing, support, and operations.

There are hundreds of Power Apps connectors available. This article's focus is Fin & Ops Apps (Dynamics 365) connector and Power Apps.

CONNECTIONS

In Power Apps, a connection is a link between your Power App and a data source or service, allowing the app to interact with external data or functionalities. Connections are made through connectors, which are pre-built interfaces that Power Apps provides to connect with a wide range of data sources like Microsoft 365, SQL Server, SharePoint, Dynamics 365, and third-party services like Salesforce or Google services.

Each connection carries specific credentials and permissions that define how the app can interact with the connected service. For instance, if you create a connection to SharePoint, that connection uses your SharePoint account to access and manipulate data according to your account's permissions.

Here's a quick breakdown:

• Connectors are predefined ways to connect to external data sources (e.g., SharePoint connector, SQL connector).
• Connections are the instances of these connectors with specific configurations and credentials (e.g., your account login to access a particular SharePoint site).

In summary, a connection enables your app to perform actions like reading, writing, or updating data within the service or data source it connects to, according to the permissions granted. 

FIN & OPS APPS (DYNAMICS 365) CONNECTOR

Fin & Ops Apps (Dynamics 365) connector 

• provides access to data entities,
• is not shareable connection. If the power app is shared with another user, another user will be prompted to create new connection explicitly.
• is a Premium connector for Power Automate and Power Apps or an Enterprise connector for Azure Logic Apps.

A premium connector for Power Apps is a connector that requires additional licensing and offers advanced capabilities:

• Benefits: Premium connectors allow users to access more services and applications, which can lead to greater integration between systems and more complex workflow automation.
• Licensing: Premium connectors require additional licensing for both the app and its users. For example, if an automated flow uses a premium connector, only the flow owner needs a Premium license. However, if an instant flow uses a premium connector, every user who runs the flow needs a Power Automate Premium license.

Fin & Ops Apps (Dynamics 365) connector is eligible for all regions and includes parameters for creating connections for different actions.  These actions can be Create, Delete, Execute, Get a record, Get list of entities, Lists items present in table and Update a record.

• Create record: Create a new record in an entity.
• Delete record: Deletes a single record in an entity.
• Execute action: Execute action.
• Get a record: Retrieves a single record.
• Get list of entities: Retrieves a list of entities.
• Lists items present in table: Lists items present in table.
• Update a record: Updates a single record in an entity. 

These parameters that is for Get action are as below:

• Instance: App's connected Dynamics 365 for Fin & Ops instance.
• Entity name: App's entities.
• Object: App's objects to be retrieved.

CONCLUSION

Fin & Ops Apps (Dynamics 365) connector for Power Apps is a powerful tool that enhances the integration between Dynamics 365 Finance and Operations and custom applications. By using this connector, organizations can efficiently access and interact with Finance and Operations data, empowering users to create, update, and retrieve records directly within Power Apps. This integration allows businesses to extend Dynamics 365 capabilities, automate routine tasks, and develop custom applications tailored to specific needs—all while keeping data synchronized and workflows seamless. Leveraging the Fin & Ops connector in Power Apps enables a more agile and connected approach to managing business processes across the organization.