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使用CDS集成Dynamics 365 for 财务和运营 / Integrate Dynamics 365 for Finance and Operations with CDS

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Product:

  • Dynamics 365 for Finance and Operations
  • Common Data Service

Purpose:

The purpose of this blog is to demonstrate how we can integrate Dynamics 365 for Finance and Operations with Common Data Service (CDS).

Prerequisites:

  • Basic understanding of Common Data Service and PowerApps Admin Center

Steps:

Create a new custom entity for Vendor and add relevant fields
Create a new connection set in PowerApps Admin Center. Select Finance and Operations as the source environment and CDS as the target environment. Give in relevant organization details.
Create a new Data Integration Project in PowerApps Admin Center. Select Fin and Ops to CDS template.
Select the previously created connection set and then select the relevant organization.
Once the project is created, add a new task to the project, selecting the relevant source and target entities.
Configure field mappings.
Finally run the project.
Bingo! Data flows from Dynamics 365 for Finance and Operations to CDS.
You can schedule the Data Integration Project as well!
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