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It also supports integrating data into Dynamics for Finance and Operations and Dynamics for Sales. This service has been generally available since July We started with first-party apps—for example, Dynamics for Finance and Operations and Dynamics for Sales. How can you use the Data Integrator for your business?
The Data Integrator for Admins also supports process-based integration scenarios like Prospect to Cash that provide direct synchronization between Dynamics for Finance and Operations and Dynamics for Sales.
The Prospect to Cash templates that are available with the data integration feature enable the flow of data for accounts, contacts, products, sales quotations, sales orders, and sales invoices between Finance and Operations and Sales. While data is flowing between Finance and Operations and Sales, you can perform sales and marketing activities in Sales, and you can handle order fulfillment by using inventory management in Finance and Operations.
The Prospect to Cash integration enables sellers to handle and monitor their sales processes with the strengths from Dynamics for Sales, while all aspects of fulfillment and invoicing happen using the rich functionality in Finance and Operations.
With Microsoft Dynamics Prospect to Cash integration, you get the combined power from both systems. Prospect to cash integration For more information about the Prospect to Cash integration, see the documentation on the Prospect to Cash solution.
Data Integrator Platform The Data Integrator for Admins consists of the Data Integration platform, out-of-the-box templates provided by our application teams for example, Dynamics for Finance and Operations and Dynamics for Sales and custom templates created by our customers and partners.
We have built an application-agnostic platform that can scale across various sources. At the very core of it, you create connections to integration end pointschoose one of the customizable templates with predefined mappings that you can further customizeand create and execute the data integration project.
Integration templates serve as a blueprint with predefined entities and field mappings to enable flow of data from source to destination. It also provides the ability to transform the data before importing it. Many times, the schema between the source and destinations apps can be very different and a template with predefined entities and field mappings serves as a great starting point for an integration project.
How to set up a data integration project There are three primary steps: Create a connection provide credentials to data sources. Create a connection set identify environments for connections you created in the previous step.
Create a data integration project using a template create or use predefined mappings for one or more entities. Once you create an integration project, you get the option to run the project manually and also set up a schedule-based refresh for the future.
The rest of this article expands on these three steps. How to create a connection Before you can create a data integration project, you must provision a connection for each system that you intend to work with in the Microsoft PowerApps portal. Think of these connections as your points of integration.
To create a connection Go to PowerApps. Under Data, select Connections and then select New connection. You can either select a connection from the list of connections or search for your connection. Once you select your connection, select Create.
Then you will be prompted for credentials. After you provide your credentials, the connection will be listed under your connections. Note Please make sure that the account you specify for each connection has access to entities for the corresponding applications.
Additionally, the account for each connection can be in a different tenant. How to create a connection set Connection sets are a collection of two connections, environments for the connections, organization mapping information, and integration keys that can be reused among projects.
You can start using a connection set for development and then switch to a different one for production. One key piece of information that is stored with a connection set is organization unit mappings—for example, mappings between the Finance and Operations legal entity or company and Dynamics for Sales organization or business units.
You can store multiple organization mappings in a connection set. To create a connection set Select the Data Integration tab in the left-hand navigation pane. Select the Connection Sets tab and select New connection set.
Provide a name for your connection set. Choose the connections you created earlier and select the appropriate environment. Repeat the steps by choosing your next connection think of these as source and destination in no specific order.
Specify the organization to Business Unit mapping if you are integrating between Finance and Operations and Sales systems. Note You can specify multiple mappings for each connection set.Our journey towards good.
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