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Tutorial: Install the Finance and Operations Provisioning app

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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 tutorial, 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.

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 must use an environment where the Enable Dynamics 365 apps option was turned on when the environment is created. This option is a prerequisite for all Dynamics 365 apps, including Sales, Customer Service, Field Service, and all finance and operations apps.

    Important

    If you try to install without turning on the Enable Dynamics 365 apps option, 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 the Power Platform admin center and can't be changed after the environment is created. You can try to install finance and operations apps in another environment, or you can create an environment by using an ERP template.

  • You must install the platform tools app before you install the provisioning app. Detailed steps are given in the Install on an environment section.

    Important

    If you don't install the platform tools app first, you receive 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.

Known limitations

Installation of the provisioning app has the following known limitations:

  • Environment URL length: The hostname of your Dataverse environment URL must be less than or equal to 19 characters in length. Otherwise, installation of the Finance and Operations Provisioning app fails. To bypass this limitation, edit the URL of your environment so that it's the required length.
  • Finance and operations URL missing: After the installation is successful, the finance and operations URL might not be shown on the environment details page in the Power Platform admin center. To bypass this limitation, edit the environment, and change a field such as Description to a new value. This edit operation synchronizes the new URL value and shows it on the screen.

Step-by-step installation guide

Install on an environment

  1. Sign in to the Power Platform admin center.

  2. On the navigation pane, select Environments. The Environments list page is shown.

  3. Select an environment that meets the prerequisite criteria.

  4. On the environment details page, on the Resources card, select Dynamics 365 apps.

  5. Select Install app.

  6. Select Dynamics 365 Finance and Operations Platform Tools. This app provides platform support for installing ERP-based applications. It must be installed before you move on to the next step. If you have more than one license that provides access to this app, there might be multiple entries for the same app. In this case, select any entry that has a status of Enabled. Then select Next.

    Screenshot where an entry for Dynamics 365 Finance and Operations Platform Tools that has a status of Enabled is selected for installation.

  7. Agree to the terms and conditions, and then select Install to start the installation. Wait for the installation to be completed before you move on to the next step. When the installation is completed, the value in the Status column changes from Installing to Installed.

  8. Select Install app.

  9. Select Dynamics 365 Finance and Operations Provisioning App. This app provides the finance and operations apps capabilities for Dynamics 365 Finance, Supply Chain Management, Project Operations, Human Resources, and Commerce workloads. If you have more than one license that provides access to this app, there might be multiple entries for the same app. In this case, select any entry that has a status of Configured. Then select Next.

    Screenshot where an entry for Dynamics 365 Finance and Operations Provisioning App that has a status of Configured is selected for installation.

  10. Select OK to open the installation configuration page for the provisioning app.

  11. On the Dynamics 365 Finance and Operations Provisioning App page, set the following fields to configure the app:

    • Enable Developer Tools for Finance and Operations: Select this checkbox to get a developer-enabled sandbox environment where you can connect Visual Studio and make X++ changes. If you leave this checkbox cleared, you get a standard sandbox or production environment.
    • Enable Demo Data for Finance and Operations: Select this checkbox to deploy the standard Contoso demo data with your app.
    • Select the version of the product to be installed: You can select any of the available supported versions for installation.

    Screenshot of the installation configuration page for the provisioning app.

  12. Agree to the terms and conditions, and then select Install to start the installation. The installation takes about an hour to be completed. While the installation is still in progress, the status of the Finance and Operations Provisioning app is shown as Installing.

Application versions

As was mentioned in the previous section, you can now install any available version of finance and operations apps. The following table represents some example versions that you might encounter.

Application version Details Available in
10.0.40.2 (Preview) Version 10.0.40, with three proactive quality updates (PQUs) installed. This version is also a preview build. Early release cycle environments only.
10.0.39.4 Version 10.0.39, with five PQUs installed. All geos.
10.0.38.9 Version 10.0.38, with ten PQUs installed. All geos.

Each application version includes its latest PQU. There's no way to get an earlier build of an application version. Preview builds are available only to early release cycle environments.