Monday, September 11, 2017

Common Data Service - Create a new Power Apps Project

  • To create a new Power App Project go here
  • In order to create a new Project, you will need to create a new Connection Set (use to authenticate each environment - CDS, Operations, Sales or Customer Engagement). Please note that once you have created a new connection set with the chosen CDS environment, this can be used for other projects as well.
  • Click Data Integration and then New Project.
  • The New Data Integration Project wizards appears. At this point you will be able to provide a Project Name.
  • Select a template. The available templates for Order to Cash are provided by Microsoft, and they provide the integration to move data between D365 for Operations and D365 for Sales, or vice versa. Or, an integration to only move data from the system of record to the CDS. For example, the templates Accounts (Sales to CDS), and Sales Quotes (Sales to CDS) are a good example of a system of record to CDS integration. NOTE: You don’t have to work with the out-of-the-box templates, you can create your own.
  • Click Next, and then choose your connection set.
  • Choose your Organizations. This data comes from connection set configuration.
  • Finally confirm the project. Once confirmed, you will see your new project under the Projects tabs. To modify, run, schedule, and delete existing projects, please see Steps – Work with existing projects.
  • Once the project is created, you will be able to work on the mappings. For example, you might want to add a new UOM in CRM to comply with the requirements of the Product CDS integration template. For this, you will have to modify existing mappings. For more information see Steps – Working with existing project/task mappings.

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