Using the Power Platform to Extend Finance and Operations ...

Using the Power Platform

to Extend Finance and

Operations Apps: Part 11: Industry Accelerators

Rachel Profitt

Rachel [email protected]

Sr. FastTrack Solution Architect

Twitter: @rachelprofitt

www.linkedin.com/in/rachelprofitt

www.dynamics365lady.com

2

1. Introduce the Industry Accelerators.

2. Describe use cases for using Industry Accelerators with your Finance and

Operations data.

3. Demonstrate how to install an Industry accelerator.

4. Demonstration of some Industry Accelerators.

5. Demonstrate using Virtual Entities with an Industry Accelerator.

6. Review DO's and DON'Ts for using Industry Accelerators with Finance and

Operations apps.

What it doesn’t cover

1. Detailed licensing aspects

2. Detailed aspects of Power Apps or Power Automate

3. Detailed aspects of Dual Write or Virtual Entities3

Agenda:

1. Introduction to Industry Accelerators

2. Industry Accelerator Use Cases

3. Install an Industry Accelerator

4. Demonstration of an Industry Accelerator

5. Extending Industry Accelerators

6. DO's and DON'Ts

7. Resources

4

Agenda:

Agenda: Topic 1: Introduction to Industry Accelerators

1. Introduction to Industry Accelerators

2. Industry Accelerator Use Cases

3. Install an Industry Accelerator

4. Demonstration of an Industry Accelerator

5. Extending Industry Accelerators

6. DO's and DON'Ts

7. Resources

5

Agenda:

Industry Accelerators Built on the

Dataverse with the Power Platform

Automotive Financial Services Education

Nonprofit Manufacturing Media and

Entertainment6

ISV Opportunity Flow

7

Agenda: Topic 2: Industry Accelerator Use Cases

1. Introduction to Industry Accelerators

2. Industry Accelerator Use Cases

3. Install an Industry Accelerator

4. Demonstration of an Industry Accelerator

5. Extending Industry Accelerators

6. DO's and DON'Ts

7. Resources

8

Agenda:

Higher Education Industry Accelerator Use Cases

Core Entities

• Course History• Extracurricular Activity

Participants• Program• Student Status• Accomplishments• Student Program Type• Scholarship• Test Type• Registration Status• Course Section• Program Level• Many more…

Higher-Ed Entities

• Grant• Grant Applicant• Program Version• Program Version Detail

Extension Opportunities

• Dual write grants.

• Dual write accounts.

• Auto create projects with a

flow when student status,

registration status, or

program updates.

• Dual write courses to

products.

• Create project transactions

when students register for

courses.

• Use virtual entities to show

billing information for

enrolled courses in a student

portal.

• Enable virtual entities to

enable payments from the

student portal.

• Many more…

Links Higher Education Accelerator 9

K-12 Industry Accelerator Use Cases

Core Entities

• Course History• Extracurricular Activity

Participants• Program• Many more…

K-12 Entities

• Attendance• Incident Action• Intervention Participants• Assessment Item• Grading Period• Behavior Incidents• Education Content• Student Assessment

Response• Incident Type• Intervention• Assessment• Learning Standards

Extension Opportunities

• Dual write donations to F&O

to post and track financial

details.

• Create projects for programs

and dual write donations to

funds for projects.

• Extend the Parent Student

portal with virtual entities to

pay for book fees and other

expenses.

• Use virtual entities to display

past payment and invoice

information.

• Many more…

Links K-12 Education Accelerator 10

Nonprofit Industry Accelerator Use Cases

Core Entities

• Donor Commitments• Designations• Transactions• Awards• Disbursements• Delivery Framework• Results • Indicators• Benefit Recipients• Constituents• Fundraising• Volunteers

• Many more…

Extension Opportunities

• Dual write disbursements to

F&O and post payments.

• Enable virtual entities to

surface credit and collections

data.

• Dual write fundraising data to

post transactions.

• Enable virtual entities for

invoices processed from

fundraising.

• Dual write budget

information from delivery

framework and awards.

• Many more…

Links Nonprofit Accelerator 11

Manufacturing Industry Accelerator Use Cases

Core Entities

• Account• Contact• Access Request• Access Request Approval• Capability Type• Certification Type• Credit Rating• Department• Identifier• Product Classification• Vendor Capability• Vendor Certification

• Many more…

Extension Opportunities

• Dual write vendors once they

are approved

• Dual write vendor capabilities

to procurement categories

• Dual write vendor

certifications

• Use virtual entities to display

payment information

• Use virtual entities to allow

vendors to submit invoices

through the portal

• Use virtual entities to display

RFQ and allow bidding on the

portal

• Many more…

Links Manufacturing Accelerator 12

Automotive Industry Accelerator Use Cases

Core Entities

• Business• Dealer Plate• Deal• Deal File• Deal Terms• Test Drive• Trade In• Service Appointment• Service Contract• Warranty• Warranty Limit• Device• Device Brand• Device Class• Device Component• Device Inspection

Checklist• Device Model

• Many more…

Extension Opportunities

• Dual write devices (cars) to

Inventory, Asset management,

Fixed assets, and/or Asset

leasing

• Dual write service orders and

post transactions and

invoices.

• Use virtual entities to display

invoices and payment

information in the Customer

365 view.

• Dual write sales into F&O to

post invoices and generate GL

entries.

• Many more…

Links Automotive Accelerator 13

Media and Entertainment Industry Accelerator Use Cases

Core Entities

• Guest• Guest Category• Interests• Loyalty program• Registrations• Venues• Facilities• Attractions• Concession stands• Gates• Weather conditions• League• Team• Player• Tickets• Admissions• Sponsorships• Ad spots

• Many more…

Extension Opportunities

• Use dual write to synchronize

sales (ticket or advertising)

• Use dual write to synchronize

guests to customers

• Use dual write to sync venues,

facilities, and so on to Fixed

assets

• Use dual write to sync events

to projects and create

transactions

• Use virtual entities to expose

invoice information to portal

• Use virtual entities to expose

payment information to

portal

• Many more…

Links Media and Communications Accelerator 14

Agenda: Topic 3: Install an Industry Accelerator

1. Introduction to Industry Accelerators

2. Industry Accelerator Use Cases

3. Install an Industry Accelerator

4. Demonstration of an Industry Accelerator

5. Extending Industry Accelerators

6. DO's and DON'Ts

7. Resources

15

Agenda:

Install an Industry Accelerator

1. Introduction to Industry Accelerators

2. Industry Accelerator Use Cases

3. Install an Industry Accelerator

4. Demonstration of an Industry Accelerator

5. Extending Industry Accelerators

6. DO's and DON'Ts

7. Resources

17

Agenda:

Introduction to the Dynamics 365 Education Accelerator

1. Create Colleges, Schools,

Universities, and so on.

2. Create contacts including Students,

Staff, Alumni, Donors, and so on.

3. Create Courses and add course

details.

4. Create Programs and add details.

5. Create Extra Curricular programs and

enroll people.

6. Define Areas of Interest.

7. Define Areas of Studies.

8. Setup and manage Grants.

9. Power Apps for a variety of things

including attendance, grant

management and more.

18

Introduction to the Dynamics 365 Nonprofit Accelerator

1. Manage Constituents including

individuals, donors, households,

accounts, organizations, and benefits

recipients.

2. Manage Fundraising including

Donor commitments, Transactions,

Planned giving, Memberships, and

Designations.

3. Manage Awards including objectives,

budgets, requests and

recommendations, and more.

4. Use the Delivery Framework

including objectives, programs,

projects, budgets and more.

19

Introduction to the Dynamics 365 Media and Entertainment Accelerator

1. Event and Venue management

including, attractions, talents, seat

maps and more.

2. Guest management including fans

and guests, loyalty programs, and

more.

3. Media Product Sales and Ticketing

including opportunities, quotes, and

orders (built on Sales).

4. Sports Management including

Leagues, Teams, Players, and more.

5. Media Product Display/Ad Sales

including Products, Ad setup, TMAs,

and more.

20

Agenda: Topic 5: Extending Industry Accelerators

1. Introduction to Industry Accelerators

2. Industry Accelerator Use Cases

3. Install an Industry Accelerator

4. Demonstration of an Industry Accelerator

5. Extending Industry Accelerators

6. DO's and DON'Ts

7. Resources

21

Agenda:

Extend with Virtual Entities

Agenda: Topic 6: DO's and DON'Ts

1. Introduction to Industry Accelerators

2. Industry Accelerator Use Cases

3. Install an Industry Accelerator

4. Demonstration of an Industry Accelerator

5. Extending Industry Accelerators

6. DO's and DON'Ts

7. Resources

23

Agenda:

DO’s and DON’Ts for Dual Write

DO’s

✓ Use Dual Write to duplicate data to

the Dataverse or F&O and data is

expected by the business logic

✓ Consider the Dataverse API limits

✓ Consider multiplexing and order-

line SKU requirements

✓ Consider the Dataverse database

size and procure add-ons if needed

DON’Ts

Use Dual Write to duplicate data

where business logic is only

needed in one system

Use Dual Write where the business

logic will be in a Power App, or

Power Automate, for example.

24

DO’s and DON’Ts for Virtual Entities (VE)

DO’s

✓ Use VE where your business logic

resides in F&O

✓ Use VE when you plan to extend or

add business logic in a Power App

or Power Automate

✓ Relate VE to each other in F&O

✓ Relate VE to native entities with

X++ extensions

DON’Ts

Use VE as data copy mechanism

Use VE when additional data points

are needed

Relate one VE to another VE in the

Dataverse

25

Agenda: Topic 7: Checklist and Resources

1. Introduction to Industry Accelerators

2. Industry Accelerator Use Cases

3. Install an Industry Accelerator

4. Demonstration of an Industry Accelerator

5. Extending Industry Accelerators

6. DO's and DON'Ts

7. Resources

26

Agenda:

Industry Accelerators Resources

Documentation• Industry Accelerators Docs

• Blog

AppSource• Automotive

• Education

• Financial services

• Healthcare

• Manufacturing

• Media and communications

• Nonprofit

GitHub• Automotive

• Education

• Financial services

• Healthcare

• Manufacturing

• Media and communications

• Nonprofit

27

Dual Write

Overview

• Tightly coupled, near real-

time, bidirectional integration

• Common data automatically

flows to Dataverse

• No-code/Low-code principle

• Online and offline mode

Dataverse Changes

• Decimal data type to replace

money data type

• Date effectivity

• More currency and exchange

rate support

• Unit conversions

Managing Dual Write

• Customize entity and field

mappings

• Error management

• Alert settings

• Change legal entities for

mapping

Links Dual Write Home Page ALM for Dual Write Dual Write TechTalk 28

Virtual Entities

Benefits

• No copying of data

• No code/low-code extensions

• Create Power Apps

• Create Power Automate Flows

• Create Power Virtual Agents

Examples for CE Users

• View credit information such as

credit limits, collection letters,

and so on.

• View product or inventory

information.

• View asset maintenance

information or fixed asset details.

Examples for F&O Users

• Create a Power App to make data

entry more simplified

• Create app experiences with bar

code scanning and picture taking

on a device

• Trigger Power Automate flows for

emails or automation

Links Finance and Operations Virtual Entities FAQ Virtual Entities Yammer Group 29

30

Thank you!

31