Hello All Experts,
Can any one have any idea how can we integrate below dynamics products together to form a big project .
Dynamics 365 for CRM
Dynamics 365 for Field Service
Dynamics 365 for Project Service Automation
Dynamics 365 for Financials
Microsoft Power BI
any help and idea will be appreciable.
Hello Johny Gorg,
Thanks for your such a nice description, but I have one more point to understand ,
if we leave the PowerBI then how can we connect the below four mentioned items together.
Dynamics 365 for CRM
Dynamics 365 for Field Service
Dynamics 365 for Project Service Automation
Dynamics 365 for Financials
it will be great if some more description can be provided to me .
meaning how many license will be required to get all of these.
How to internally map the fields and entities from one product to another .
it will be great if some ideas can be provided in these points.
Hi EmployeeOcta,
Currently PowerBI could only get data from following D365 Customer Engagement content packs:
[View:https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/use-power-bi#get-started-using-power-bi-with-dynamics-365-for-customer-engagement-apps-online:750:50]
Sales Analytics for Dynamics Customer Service Analytics for Dynamics 365
Microsoft Dynamics 365 - Social Engagement
While MS still provides some applications or Solution Template to integrate FS and PSA
PBI with Field Service: [View:https://powerbi.microsoft.com/en-us/partner-showcase/journeyteam-power-bi-analytic-solution-for-dynamics-365-for-field-services/:750:50]
PBI with PSA:[View:https://community.dynamics.com/365/projectserviceautomation/b/daytodaydynamics365/archive/2017/10/23/dynamics-365-project-service-automation-analytics-extending-psa-39-s-reporting-with-the-power-bi-solution-template:750:50]
PBI with F&O: [View:https://www.powerobjects.com/blog/2018/06/25/how-to-integrate-power-bi-with-dynamics-365-for-finance-and-operations/:750:50]
I would recommend CDS for data integration if your want to integrate D365 Internal Apps like Field Service, PSA and Financials.
Integrate data into Common Data Service: https://docs.microsoft.com/en-us/power-platform/admin/data-integrator
Extensible Data integrator templates and the Common Data Service (CDS) to integrate FS with D365: [View:https://docs.microsoft.com/en-us/dynamics365/unified-operations/supply-chain/sales-marketing/field-service:750:50]
Finance and Operations and PSA via CDS:
Regards
Johnny
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