Part 1 - 2D0 Use Cases and Recommended Practices TechTalk ...
Transcript of Part 1 - 2D0 Use Cases and Recommended Practices TechTalk ...
Rachel Profitt, Jason Green, Chris Garty, Sunil Garg, Murali Kumanduri, Vasavi Bhaviri Setty
August 20, 2020
Using the Power Platform to Extend Finance and Operations AppsPart 1: Use Cases and Recommended Practices
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Rachel [email protected]. FastTrack Solution Architect
Twitter: @rachelprofittwww.linkedin.com/in/rachelprofittwww.dynamics365lady.com
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Objectives
• Describe use cases for Power Automate with Finance and
Operations apps.• Describe use cases for Power Apps with Finance and Operations
apps.• Describe use cases for Power Virtual Agents with Finance and
Operations apps.• Describe use cases for leveraging the Common Data Model and
Common Data Service with Finance and Operations apps.• Review DO's and DON'Ts for Application Lifecycle Management
of Power Platform Components with your Finance and
Operations
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Common Data Service
Dual Write
Tightly coupled, bi-directional, near real-time integration
Virtual Entities
Your F&O data in the Common Data Service
Data Integrator
Point-to-point asynchronous integration
Industry Accelerators
Industry specific components to help you build vertical solutions quickly
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Dual Write
Overview
• Tightly coupled, near real-
time, bidirectional
integration
• Common data automatically
flows to CDS
• No-code/Low-code principle
• Online and offline mode
Managing Dual Write
• Customize entity and field
mappings
• Error management
• Alert settings
• Change legal entities for
mapping
CDS Changes
• Decimal data type to replace
money data type
• Date effectivity
• More currency and exchange
rate support
• Unit conversions
Links Dual Write Home Page ALM for Dual Write Dual Write TechTalk 5
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 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
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.
Links Finance and Operations Virtual Entities FAQ 6
Data Integrator Use Cases
Data Integrator Platform
• Templates
• Projects
• Connection Set
• Mappings
Field Service Integration
• Accounts CE-> F&O
• Products F&O -> CE
• Work Orders CE -> F&O
• Invoices F&O -> CE
• Agreement Invoice CE-> F&O
Prospect to Cash Integration
• Sales CE-> F&O
• Products F&O -> CE
• Contacts CE -> F&O
• Sales Quotes CE -> F&O
• Orders CE -> F&O
• Invoices F&O -> CE
Links Integrate data into the CDS Prospect to cash Field service integration 7
Industry Accelerator Use Cases
Automotive
• Entities like deals, fleet,
warranties, and test drives
• Includes data model, Power BI,
Canvas app, and Model-Driven app samples
Insurance
• Entities like property, casualty,
and life insurance
• For both producer and agency
management
• Includes data model, sample
apps, and dashboards
• Integrates with D365 Sales
Banking
• Entities like banks, branches,
loans, and financial products
• Includes data model, sample
apps, and dashboards
Links Automotive Accelerator Banking Accelerator Insurance Accelerator 8
Industry Accelerator Use Cases
Healthcare
• Entities like patient, practitioner,
and related person
• Includes data model, sample
apps, and dashboards
K-12
• Entities like students, educator,
donors, behavior management,
attendance
• Includes data model, parent and student portal, sample apps,
and dashboards
Higher Education
• Entities like students,
internships, scholarships, grants,
and accomplishments
• Includes data model, student portal, sample apps, and
dashboards
Links Healthcare Accelerator Higher Education Accelerator K-12 Education Accelerator 9
Industry Accelerator Use Cases
Nonprofit
• Entities like constituent
management, fundraising,
awards, program delivery, and
impact tracking
• Includes data model, 8 model-
driven apps, dashboards, data
integrator templates
Media and Communications
• Entities like event and venues,
sports management, ticketing,
advertising, sponsorships, guest
interactions, and loyalty programs
• Includes data model, 5 model-
driven sample apps, sample
portal, and dashboards
Manufacturing
• Entities like supplier
onboarding, API onboarding,
supplier management console
• Includes data model, sample portal, sample apps, and
dashboards
Links Nonprofit Accelerator Manufacturing Accelerator Media and Communications Accelerator 10
Power Automate
Low-Code/No-Code solution to help you
build workflows between your favorite
applications
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Purchase requisition
submitted
Approval to multiple
people
Send email and add to
Teams site
Update Purchase
requisition as Approved
Power Automate Use Case: Workflow
Purchase Requisition Workflow
When to use:
• You want the approvers to be able to approve
directly from their email.
• Additional actions are needed when it is approved.
Considerations:
• All workflows are supported
• Must validate the work items – Execute Action:
Validate
• Must complete the work items – Execute Action:
Complete
Links Workflow Business Events Business Events and Workflow Approvals 12
Power Automate Use Case: Alert Rules
Update SharePoint Metadata
Attach File in F&O
Request W4 from Vendor
Vendor CreatedWhen a Vendor is Created Alert Rule
When to use:
• Interaction from non system users required.
• Update other systems.
• Notifying people with richly formatted emails.
Considerations:
• Only one flow can trigger alert rules – use a switch
statement
Links Alerts as Business Events Business Events and Power Automate If and Switch Functions 13
Power Automate Use Case: Instant (Button) Flow
New Product is Launched Button Flow
When to use:
• Repetitive tasks
• Cannot create an alert
• No data entity exists
Considerations:
• Must manually click Flow button to start
• Must share or invite others to the flow to use
• New Automate menu coming to F&O soon
Flow button is
clicked
Input for
product ID
Folder createdTemplates
duplicated
Email sentTeams channel
updated
Links Introducing Instant Flows Instant Flows with User Input Share Button Flows 14
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• A schedule is started in 3rd party retail software
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• Retail workers and shifts are retrieved from F&O
3
• Approval process is done in Power Automate
Power Automate Use Case 4: Inbound Flows
Get a Record
• You can use Power Automate to query
records in any public entity.
• Use OData filters, sorting, and other
query actions.
Create a Record
• You can create new records on public
entities*
• You can delete existing records in public
entities*
• Must pass all required fields, and the
record is validated.
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• Test results are recorded in an external lab management systems
2
• The related quality order is updated with the test results
3
• Quality orders are validated, and inventory blocking is released
1
• A new contract is won in an
external system
2
• Create a new project in
F&O
3
• Send an email to project
team about the new project
Update a Record
• You can update existing records in public
entities*
• Pass any fields on the Entity.
Manufacturing Lab Test Results
LinksDynamics 365 for Finance and Operations Connector 15
Power Automate Use Cases: OData Actions
1. Create a Flow and add a step.
2. Search for Dynamics 365 Fin & Ops Connector.
3. Select Execute action.
Custom OData Actions
• Decorate with [SysODataActionAttribute}
• Can optionally take parameters
4. Select the Instance.
5. Select the Action.
6. Enter additional attributes as required.
Links Actions on OData Entities Build and Consume Data Entities
In this example, you can see the
Bill of Materials Header – Approve
action.
This actions approves the BOM
that you pass in with the personnel number you pass in.
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Power Automate Use Cases: Custom Business Events
Automate Production Processes
• When a production order is started…
• When a production order is finished…
• When a BOM is approved…
Automate Procurement
• When a purchase requisition is approved…
• When a purchase order is received…
• When a vendor invoice posted…
Automate Month End
• When a period is closed
• When a task is completed/created
• When a consolidation is performed
• When a journal is posted
Links Business Events Developer Documentation Business Events Use Cases 17
Once a day, hour, or minutes
On a date that you specify
After a number of days, hours or minutes
Power Automate Use Cases: Scheduled Flows
Automate Quality Processes
1. Twice a day, create new quality order tests
2. Every hour, update quality order statuses
Process a List of Items
1. Check customer credit limits once per day.
2. Check status of journals once per week.
3. Check for timesheets at the end of each day.
Automate Month End
1. Copy month end tasks to Teams on specific day
of month
2. Automatically perform actions at a specific date
and time.
Links Run Flows on a Schedule Alerts as Business Events 18
UI Flow Use Cases
When a quality order is generated – Create
lab test in external lab management system
Recruiting system hires a worker from a
referral – create worker and referral bonus
When a Voucher is Posted – Post in Other ERP
Links Introduction to UI Flows Setup UI Flows Use WinAutomation with UI Flows 19
Power Apps
Canvas Apps
Low-Code/No-Code drag and drop
approach to app development
Model-Driven Apps
Component focused approach to App Development
Power Apps Portals
Low-Code/No-Code approach to build
external web site development
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Canvas Apps Use Cases
Embed into a workspace
• Employee referral program
• Customer onboarding and credit
application
• Quality order test result entry
Launch from Power Apps button
• IT help desk or case management app
• Employee/project feedback app
• Sales rep capture app for the field
Embed into a FastTab
• Show MES information for a Production
order
• Show contract information for a Project
• Show telephony information on Customer
Service dashboard
Links Embed Power Apps 21
New Product Setup
• External database• Look up prices and discounts
• Get the description and details • Sets up the product through Power Automate
• Create the product
• Create the released product• Use the product on the order immediately
• Create the order• Create the released product
Create order
Product does not
exist
Create product
Add product to
order
Links Start a Flow in a Canvas App 22
AP Invoice Automation
• Power Automate looks for emails• Determines the vendor and form recognizer to
use
• Pulls the invoice into the CDS • Power App
• Shows side by side view• Power Automate to approve
• Route for review and approval
Links AP Invoice Automation Starter Kit 23
Model Driven Apps Use Cases
Retail
• B2B or custom orders app
• Sales rep quality inspection app
• Self-service app/kiosk
Service Industry
• Project contract app
• Site inspection app
• Customer prototyping app
Manufacturing
• Shop floor monitoring app
• Scheduling app
• Quality assurance app
Links 24
Power Apps Portals Use Cases
Customer Portal
• B2B Portal
• Create orders
• Look up orders
Employee Portal
• Company pulse/social media
feed
• Company and employee
resources
• Request system for HR and IT
Vendor Portal
• Vendor application
• EDI configuration portal
• Pricing and product portal
Links Customer Portal for D365 SCM 25
Visit a Business Solution
Your SOCIAL DISTANCING
solution to get to your new
“normal” in the office.
• Branch Admin: Power Apps Model
Driven app to administer the requests
• Booking App: Power Apps Canvas app
for office personnel to book visits on
behalf of customers
• Branch App: Power Apps Canvas app for
monitoring visitors
• Power Portal:: Power Apps Portal for
customers to book their visit.
Links Booking App Example 26
Power Virtual Agents
Power Virtual Agents is the present and future of Conversational User Interface for Business Applications.
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Commerce Chat with Power Virtual Agents
❑ Configure chat experience in eCommerce with retailer
branding
❑ Configure this as proactive chat experience that shows up on
specific criteria
•On specific pages – specific product pages, moving between
specific pages
•Based on number of visits
•Location based
•Visibility based on data range
•Number of items in cart, cart value
•Trigger specific topic directly based on context
❑ Customer context passed directly to Power Virtual Agents
❑ Power Virtual Agents Content Pack with headless Commerce
API’s using Power Automate
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Power Virtual Agents Use Case – Procure to Pay
1
2
3
4
5
6
REQUISITIONConsumablesBy category
From catalog/punch out
APPROVALEmail
BrowserMobile
PURCHASE ORDERFrom PlanningFrom RFQ/Bid
Manual
ASNReceive Ship Notification
3 WAY MATCHEDI
RECEIVECapture quality
Landed cost
S
Negotiate/Confirm PO
S
Invoice
S S
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Power Virtual Agents Use Cases
Employee Chat Bot
• Embed as part of Employee Self Service
Portal
• Ask questions about HR, procurement,
benefits and T&E
Vendor facing chatbot
• Embed as part of Vendor Portal
• Answer queries on Vendor onboarding, terms,
good receipts, invoice matching and payments30
Power Virtual Agents Use Cases - Continued
Business to Business Customer Portal
• Embed as part of Customer Portal
• Address question on payments, onboarding, products pricing etc.
• Business using Virtual Agents and Power Automate to send proactive messages on
overdue collections
Links Customer Portal for D365 SCM
Quality Management Example
• Embed as third-party app in SCM
• Embed in a Power App
• Ask questions about quality test results
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Mixed Reality
Dynamics 365 Remote Assist
Empower technicians to collaborate more efficiently by
working together from different locations with Dynamics 365
Remote Assist on HoloLens, Android, or iOS devices.
Dynamics 365 Guides
Help employees learn new skills faster with Dynamics 365
Guides on HoloLens devices—no coding required.
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Dynamics 365 Remote AssistBreaking Through Barriers for Digital Transformation
Onboarding new
generation of employees
Transferring knowledge
from aging workforce
Reducing turnover of
contractors
Integrating relevant data
into existing workflows
Connected data from
IoT devices
Training employees on
complex tasks
Reducing time to fix or
maintain equipment
Keeping employees safe
on the job
Complexity of
machines & systems
Multiple data
systems
Changing
workforce
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Dynamics 365 Remote Assist Use Cases
Commerce – Contactless Shopping and
Service
• Collaborate with store personnel for
purchasing help
• Collaborate with Service Technician for
Customer Service
Field Service/Asset Management
• Collaborate with back office personnel
• Integrate with IoT data and devices
• Integrate data into existing workflows
and business processes
Internal Quality/Production Outage
• Collaborate with remote personnel
• Monitor and adjust safety procedures
• See what’s happening on the floor real-
time
• Train users on new equipment
Links Overview of Remote Assist Setup for Remote Assist Remote Assist on the HaloLens 34
Integrate Asset Management with Dynamics 365 Guides
1• Configure Dual Write
2• Flight MRGuidesFeature
3• Enable Config Keys
4• Setup guides
Setup Process
Links Integrate Asset Management Guides Setup Dynamics 365 Guides 35
Integrate Asset Management with Dynamics 365 Guides
1
• Use the PC to create a guide
• Use the HoloLens to place holograms
2
• Create a Maintenance checklist
template
3• Link the guide to the template
4• Create and process work orders
Configuration Process
Links Authoring Guides on a PC Authoring Guides on the HoloLens 36
Extension Scenarios with Dynamics 365 Guides
Quality Order Guides
• Extension to add guides to tests or test groups
• Extension to see guides from the quality order
Manufacturing Execution Guides
• Extension to add Guides to the operation instructions
• Extension to see guides from the job card device
Links Integrate Asset Management Guides User Interface Development 37
Dynamics 365 Customer Voice
Formerly Forms Pro
Gather and track the customer metrics that matter
to your business based on survey data, and then
rapidly act as insights surface—all with
Dynamics 365 Customer Voice.
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Dynamics 365 Customer VoiceSimple-yet-powerful feedback management solution
Power BI Power Automate Power AppsDynamics 365
Customer Voice39
Customer Voice Order Satisfaction Use Case
Collect Data
• Ask about shipping quality
• Ask about product quality
• Net promoter scores
Automate Processes
• Notify product and shipping
managers when there is a
problem
• Send surveys automatically
• Integrate with Power Automate
Analyze Data
• Analyze customer sentiment
• Review individual responses
• Analyze trends
Links Dynamics 365 Customer Voice Overview Dynamics 365 Customer Voice Documentation Dynamics 365 Customer Voice Blog 40
Customer Voice Quality Check Use Case
Automation Experience
✓ Use Power Automate to
automatically send from
a CRUD update on a
virtual entity
✓ Create a business event
and use Power
Automate
✓ Create a button
extension to call custom
logic
✓ Automatically update
F&O with response data
Embedding Experiences
✓ Embed as a third-party
web app through
Personalization
✓ Embed in a Model-
Driven Power App
✓ Add a link to a
workspace
✓Mash up survey results
with F&O data with
Power BI
Check for quality on
delivered services
Validate project
performance
Gather feedback for
an assessment
Links Dynamics 365 Customer Voice Overview Dynamics 365 Customer Voice Documentation Dynamics 365 Customer Voice Blog 41
Customer Voice Employee Satisfaction Use Case
Automation Experience
✓ Use Power Automate
from a CRUD on the
CDS
✓ Create an Alert rule to
trigger a Power
Automate
✓ Automatically update
HR with response data
✓Mash up survey results
with HR data with
Power BI
Embedding Experiences
✓ Embed as a third-party
web app through
Personalization
✓ Embed in a Model-
Driven Power App
✓ Add a link to a
workspace
Annual pulse about
benefits
Self evaluation for
performance
Quarterly feedback
check about manager
Links Dynamics 365 Customer Voice Overview Dynamics 365 Customer Voice Documentation Dynamics 365 Customer Voice Blog 42
Application Lifecycle Management
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EnvironmentsEnvironments are containers that administrators can use to manage apps, flows, connections, and other
assets; along with permissions to allow organization users to use the resources
Azure AD Tenant
Environments
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Environment – Key facts
Tied to geographic location
Target different audiences
Every tenant has Default
Non-default have greater control
Links Power Platform Admin Center Environment Overview Create Environments 45
Establishing an Environment Strategy
Links Establish and Environment Strategy Change Environment Types Automation of Admin Tasks
Assign admins the Power Platform Service admin
role
Restrict the creation of new environments to
admins.
Treat the default environment as a ‘Personal
productivity’
Establish a process for requesting access or
creation of environments.
• Environments for specific business groups or
applications
• Individual-use environments for POCs and
trainings
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PACKAGE AND MAINTAIN
COMPONENTS
CREATED AND AUTHORED
BY A PUBLISHER
MANAGED UNMANAGED
Solutions
Data ModelEntities
Attributes
Forms
Views
Charts
Relationships
Global Option Sets
User InterfaceModel Apps
Canvas Apps
Web Resources
PCF Controls
Dashboards
Sitemap
Dialogs
Process/CodeAssemblies
Custom Activities
Plug-ins
Workflow Definitions
Flows
Workflow
Business Process
Rules
OtherReports
Templates
Security Roles
FLS Profiles
System Settings (transport only)
Virtual Entities
App Modules
Links Solutions Overview Create Solutions Solution Checker 47
Solution DO’s and DON’Ts
DO’s
✓ Use the same publisher in all solutions
✓ Include only changed assets
✓ Use source control
✓ Ship managed solutions
✓ Automate your ALM
✓ Use the Solution Checker
✓ Use the Solution Packager
DON’Ts
✓ Use the default publisher
✓ Use multiple publishers
✓ Include the entire entity
✓ Click add all assets button
✓ Use unsupported customization techniques
Links Customization Concepts DO’s and DON’Ts Solution Checker Solution Packager Tool 48
Power Platform Build Tools for Azure DevOps
Automate common build and deployment tasks
• provisioning/de-provisioning of environments
• synchronization of solutions
• generate build artifacts
• deploy to downstream environments
• run the solution checker
Links Power Platform Build Tools Download Power Platform Build Tools Overview ALM TechTalk
INSTALL BUILD PIPELINE TO EXPORT FROM DEV
BUILD PIPELINE TO GENERATE
BUILD ARTIFACT
RELEASE PIPELINE TO DEPLOY TO
PRODUCTION
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Create
Repo
Export
Unmanaged
Unpack
Solution
Check in
to source
Provision
Environment
Deploy
Dependencies
Pack Source
Code fromRepo
Import
Solution
Run Unit
Test
Run Solution
Checker
Export
Solution
Unpack to
Repo
Run Solution
Checker
Pack Solution
Run
Integration Test
Run Unit
Test
Import as
unmanaged
Increment
Version
Export
Managed
InitiateGetting started, faster
BuildBuild and walk away
ReleaseAutomated, Predictive, Repeatable
ALM Powered by Azure DevOps
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Upcoming Sessions in the Series
Get registered now https://learning.eventbuilder.com/TechTalkPowerPlatformSeriesFY21
Part 2: The Common
Data Service
September 9/10th
Part 3: Power
Automate
September 23/24
Part 4: UI Flows
October 7/8th
Part 5: Power Apps-
Canvas Apps
October 21/22nd
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Appendix of Resources
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Power Automate Resources
Documentation• 6 Tracks
• 100’s of pages
Learn Power Automate• 6 Learning Paths
• 31 Modules
• 2 Certifications
Videos• 50+ videos
• 8 Playlists
• Subscribe and collaborate
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Power Apps Resources
Documentation• 6 Tracks
• 100’s of pages
Learn Power Apps• 22 Learning Paths
• 78 Modules
• 4 Certifications
Videos• 150+ videos
• 10 Playlists
• Subscribe and collaborate
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Power Virtual Agents Resources
Documentation• 6 Tracks
• 100’s of pages
Videos• 15+ videos
• 4 Playlists
• Subscribe and collaborate
Training
• PVA in a day
• Best Practices and sessions
from MBAS
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Common Data Service Resources
Documentation• 9 Major Topics
• 100’s of pages
Learn CDS• 3 Learning Paths
• 23 Modules
• 2 Certifications
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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
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Mixed Reality Resources
Documentation• Dynamics 365 Guides
• Dynamics 365 Product Visualize
• Dynamics 365 Remote Assist
• 3D Content Guidelines
Learn• Learn Remote Assist
• Product Visualize Blog
• Guides Blog
Videos• Remote Assist YouTube
• Guides YouTube
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Dynamics 365 Customer Voice Resources
Documentation• 5 Tracks
• 50+ pages
Learn Customer Voice• 1 Learning Paths
• 6 Modules
• 2 Certifications
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Power Platform Administration Resources
Administer Power Platform
Documentation
• 20+ Sections
• 100’s of pages
Center of Excellence Starter Kit
• Set up guidance
• What’s includes
• How to guidance
ALM with Power Platform
• 5 Sections
• 50+ pages
• Scenario-based
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