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Tutorial: Install the Finance and Operations Provisioning App (preview)

  • Article

[This article is prerelease documentation and is subject to change.]

Finance and operations apps are reimagined as an application hosted by Microsoft Dataverse. Customers don't need to provision their enterprise resource planning (ERP) system separately from their low-code and other Dynamics 365 platform applications. Most administrative actions in Power Platform are available through the admin center and an API-based experience.

In this article, learn how to:

  • Locate an existing environment in the Power Platform admin center with other Dynamics 365 apps installed.
  • Install the Finance and Operations Provisioning app to see finance and operations apps capabilities.

For example, a customer who already purchased other Dynamics 365 apps wants to add finance and operations apps capabilities to one of their existing environments.

Important

  • This is a preview feature.
  • Preview features aren't meant for production use and may have restricted functionality. These features are available before an official release so that customers can get early access and provide feedback.

Prerequisites

  • You must have a license to install finance and operations apps in Power Platform.

    Example licenses:

    • Dynamics 365 Finance
    • Dynamics 365 Supply Chain Management for customers
    • Dynamics 365 Operations Application Partner Sandbox for partners and ISVs

  • Your license administrator must assign the license to your user account in Microsoft Entra. You can review the licenses currently assigned to you from the Subscriptions page.

  • Have at least 1 GB of available Operations and Dataverse database capacities. For more information, see Manage storage and capacity.

  • You can only install finance and operations apps into a Power Platform environment created with Microsoft Dataverse. The Dataverse instance must have the Enable Dynamics 365 apps option enabled during creation. For more information on how to create a Dataverse instance, see Create and manage environments in the Power Platform admin center.

Known limitations

Limitations for an installation of the provisioning app:

  1. You must use an environment with the Enable Dynamics 365 apps enabled when the environment is created. This enabling is a prerequisite for all Dynamics 365 apps, including Sales, Customer Service, Field Service, and all finance and operations apps.

    Note

    If you try to install without enabling Dynamics 365 apps, you receive an error such as Dynamics 365 Finance and Operations Provisioning App isn't supported on SchemaType: Standard. The schema isn't a visible property in Power Platform admin center and can't be changed after the environment is created. You can try installing finance and operations apps in another environment, or Create an environment with an ERP template.

  2. You must first install the Platform tools app before installing the Provisioning app. The detailed steps are outlined in Install on an environment.

    Note

    If you don't install the Provisioning app first, you get an error such as Please install the Dynamics 365 Finance and Operations Platform Tools application before installing the Dynamics 365 Finance and Operations Provisioning app. You can install the missing app, and then retry the installation of the Provisioning app.

Step-by-step installation guide

Install on an environment

  1. Sign in to the Power Platform admin center.

  2. Select Environments in the navigation pane. The Environments list page is displayed.

  3. Select a given environment that meets the prerequisite criteria.

  4. Select Dynamics 365 apps under the Resources card on the environment details page.

  5. Select Install app.

  6. Locate and install the Dynamics 365 Finance and Operations Platform Tools app. This application provides platform support for installing ERP-based applications.

  7. Locate and install the Dynamics 365 Finance and Operations Provisioning app. This application provides the finance and operations apps capabilities for Dynamics 365 Finance, Supply Chain Management, Project Operations, Human Resources, and Commerce workloads. A pop-up dialog is shown with the option to proceed to install the application or to cancel the action.

  8. Select OK to go to the installation configuration page for the provisioning app. A configuration page is shown with several check boxes for options to enable.

    You see options to configure the app.

    • Enable Developer Tools: This option allows you to have a developer-enabled sandbox where you can connect Visual Studio and make X++ changes. If you leave this option unchecked, you get a standard environment—sandbox or production.
    • Enable Demo Data: This option deploys the standard Contoso Demo Data with your app.

      Note

      This option is going to be available soon.

  9. Agree to the terms and conditions and select the Install button to start the installation.

    Once installed successfully, you see the Finance and Operations URL available from the environment details page.