CDS integration details with Microsoft Dynamics 365 Finance and Operations apps

Next we create connections CDS for the previously created environment

We need to ensure to add connection for 'Common Data Service'

We are using Common Data Service for this blog and not using CDS current environment nor CDS experimental

Ensure the connections contains both CDS and D365FO/FinOps as shown below

Next let us create custom entities in CDS to host data coming from D365FO

Once the custom entity is created in CDS we are now ready to switch to PowerApps admin portal to create our data integration.

We first create a connection set involving our connections a shown below

Verify the connection, environment and organization mappings to be accurate

We then create a data integration project with one of the template 'Fin and Ops to CDS'

After template selection we specify the connection setting

Once the project is ready we then create tasks involving one or many entities to schedule sync.

By clicking on the Source or diestination column values for the selected task it would take us to mapping screen as shown below.

We then save our project and run it.

Upon running the project, we can check execution history for upserts

After successful run, we can verify data in CDS by going to entities in PowerApps under Data tab.