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One Dynamics One Platform - Dataverse C# Plugin for Dynamics 365 F&O

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#default

#financeoperations

#integration

#setup

Dynamics 365 Finance

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Mar 26, 2023

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AI Summary

  • The article discusses the 1 to 1 link between the Dataverse and Finance Operations in Microsoft business applications.
  • Microsoft has made it easier to set up this link since July 2020, with less technical setup required.
  • When creating a FinOps TIER2 or Prod instance, users have the option to create and automatically link their Dataverse, or they can choose to do it manually.
  • If users already have a CE / Dataverse deployed or want to set up their Dataverse with specific configurations, they may prefer to link it manually.
  • Even if users don't select PP integration, Microsoft will create a basic default one that can be deleted if necessary.
  • It is important to choose the right PP template, especially if Dual Write is not needed.
  • The selected PP template will impact CE forms, schema, and models, including the Company field (Legal entity).
  • The article provides two options for setting up the link between Dataverse and Finance Operations: the simple and fast option, or the option that allows for more customization of the Dataverse setup.

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