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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
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:
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:
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