D365FOAdviceTips

Tag: Dataverse

  • Maximize D365 Finance with Virtual Entities

    Maximize D365 Finance with Virtual Entities

    —

    by

    Sebastien Manjony
    in

    The article discusses the importance and advantages of virtual entities in D365 Finance and their integration with Dataverse and Power Platform. Virtual entities enable real-time access to D365 Finance data without physical data storage duplication, promoting efficiency and streamlined development. The setup process involves enabling virtual entities through the Power Platform administration center and ensuring…

  • Utilizing Copilot for D365 Finance Inventory in Teams

    Utilizing Copilot for D365 Finance Inventory in Teams

    —

    by

    Sebastien Manjony
    in

    The recent release allows users to view D365 Finance inventory directly within Microsoft Teams, utilizing the Copilot Studio for enhanced inventory visibility. Users can integrate data via Dataverse and create custom agents for inventory management. Key steps include enabling specific Dataverse entities, creating an agent, adding relevant knowledge tables, and publishing the agent in Teams.…