Data & Automation
Power Platform applications connected to Dynamics 365 F&O
We use Power Apps and Power Automate where they genuinely fit around Dynamics 365 Finance & Operations — focused apps, approvals and event-driven automation — while the ERP remains the system of record.
The challenge
Low-code is fast to build and easy to lose control of
Power Platform can remove a lot of manual work around an ERP — chasing approvals, re-typing data from emails, building small tools in spreadsheets. It can also create a layer of undocumented flows that nobody owns, call D365 F&O inefficiently or bypass business rules.
Codefine designs Power Platform solutions as part of the ERP architecture. We decide what belongs in D365 F&O, what belongs in Dataverse, how the two connect and how flows are monitored and owned.
Capabilities
What we cover in Power Platform Applications
- 01
Approvals & notifications
Approval flows for requests, documents and exceptions, with notifications in Teams or email and outcomes written back to the ERP.
- 02
Event-driven automation
Flows that react to D365 F&O business events instead of polling, keeping load and latency low.
- 03
Focused apps
Mobile or tablet apps for field data capture, inspections, simple requests and checklists, with ERP data where it is needed.
- 04
Data connectivity
The Finance and Operations connector, virtual tables and dual-write chosen according to data volume, latency and ownership.
- 05
Governance
Environments, solutions, connection references, data loss prevention policies and named owners for every app and flow.
- 06
Lifecycle
Managed solutions moved between environments through a release process rather than edited in production.
How the engagement works
A clear sequence, agreed up front
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Identify use cases
Collect manual work around the ERP and decide which cases suit low-code and which belong in D365 F&O.
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Design
Define data access, triggers, error handling, security and ownership for each solution.
-
Build & test
Build apps and flows in development environments and test them with ERP data and failure cases.
-
Release & support
Release as managed solutions and hand over monitoring and ownership.
Technical approach
Our approach to Power Platform Applications
Events instead of polling
A flow that checks D365 F&O every five minutes for new records is slow and wasteful. Business events let the ERP announce that something happened — a purchase order was confirmed, an invoice was posted — and the flow starts immediately with the data it needs.
Decide where data lives
Virtual tables let apps read and write F&O data through Dataverse without copying it. Dual-write keeps selected tables physically synchronised. The connector calls F&O directly. Each has different implications for latency, licensing, storage and failure handling, so we choose per scenario.
Treat flows as production software
A flow that approves purchase requisitions is part of your purchasing process. It needs error handling, an owner, a test before changes and a way to see when it fails. We deliver flows inside solutions, move them through environments and document how to support them.
Benefits
What changes for your organisation
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Less manual work
Approvals, notifications and re-keying around the ERP are automated.
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Faster delivery
Focused apps and flows ship in weeks rather than months.
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Controlled growth
Governance keeps low-code supportable as it spreads.
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ERP stays clean
The core system keeps its business rules while the edges become more flexible.
FAQ
Questions about Power Platform Applications
When should we use Power Platform instead of extending D365 F&O?
When the scenario is at the edge of the process — approvals, notifications, simple data capture, mobile use or cross-system hand-offs. Core business rules, postings and validations usually belong in D365 F&O itself.
How does Power Platform connect to D365 F&O?
Through the Finance and Operations connector, virtual tables that expose F&O data in Dataverse, dual-write for synchronised master data, and business events that trigger flows. The choice depends on volume, latency and whether data must be stored in Dataverse.
How do you prevent ungoverned flows?
With separate environments, solutions and connection references, data loss prevention policies, named owners and a release process. Every flow we deliver has a documented purpose and an owner.
Related services
Often combined with
Discuss Power Platform Applications with Codefine
Describe the situation in a few lines — what you run, what is not working and what has to happen next. We reply with concrete questions and a suggested first step.