Microsoft Dynamics 365 Tutorial: Step By Step CDS 2.0 Data Integration Tutorial Part 2 - Projects

Part 2: CDS Data Integration Connections , Project Creation and Custom Mappings with Fin&Ops
Step by Step Tutorial on Data integration of Power Platform

_ Prospect to cash
_ Field Service Integration with Finance and Operations
_ Project Service Automation Integration with Finance and Operations
_ Talent Integration with Finance and Operations


1. Prerequisites / Checklist before starting the setup
2. Connections with Microsoft dynamics 365 and Dynamics
3. Connection Sets
4. Integration Keys
5. Exploring Templates
6. Creating Project
7. Mappings / Custom Mappings
8. Conditions / Filters i.e if status = approved or submitted then only sync
9. Advance Query in Mappings
Schedule
10. Troubleshoot any Integration errors in Fin&ops or CRM

Table of Contents:

07:51 - Connection set for Data integration
09:08 - Create Project in Data integration
12:22 - Custom Mapping in Data Integration