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Create a data integration project

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This article explains how to create a data integration project.

  1. Sign in to Microsoft Dynamics 365 Finance.

  2. Go to Workspaces > Data management, and select Data entities. Wait until all the data entities have been refreshed before you move on to the next step.

  3. Open the Power Apps portal, and follow these steps:

    1. Select the appropriate environment.

    2. In the left navigation pane, select Dataverse > Connections.

    3. Connect to appropriate instances of the following items:

      • Dynamics 365
      • Dynamics 365 for Fin & Ops

  4. Open the Power Apps environments, and follow these steps:

    1. Select Data integration.

    2. Select Connection sets.

    3. Select New connection set.

    4. Enter a name for the connection.

    5. Select the appropriate connections for the following items:

      • Dynamics 365
      • Dynamics 365 for Fin & Ops

    6. Select the appropriate organization mapping.

    7. Select Create.

  5. Open the Power Apps environments, and follow these steps:

    1. Create a single data integration project for each of the following templates by using the connection set that you just created:

      • Customer payment insights result (CDS to Fin and Ops 10.0.17+)
      • Cash flow time series results (CDS to Fin and Ops)
      • Budget time series results (CDS to Fin and Ops)

    Note

    Creating multiple data integration projects for each template may cause errors that will block the updates.

    1. Set the appropriate scheduling for each project.

Note

If you don't see the required entities in Dataverse, go to Credit and collections > Setup > Finance Insights > Finance insights parameters, enable the feature, Customer payment predictions, and then select Create prediction model. When the deployment of AI model is complete, the Dataverse entities needed to create integration will be deployed.