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Finance and operations apps are reimagined as an application hosted by Microsoft Dataverse. No longer do customers need to provision their enterprise resource planning (ERP) system separately from their low-code and other Dynamics 365 platform applications. Additionally, most administrative actions in Power Platform are available through the admin center and an API-based experience.
In this tutorial, learn how to:
- Go to the Power Platform admin center and create a new environment using a template based on your assigned license.
- Provision a developer-focused sandbox using PowerShell to use with X++ code.
- Delete an environment when no longer in use.
As an example of this scenario, a customer who operates their finance and operations apps environments in Microsoft Dynamics Lifecycle Services can provision one of the newer, developer-focused sandboxes in the Power Platform admin center.
Environment provisioning
The easiest way to get finance and operations apps up and running in Power Platform is to create a new environment using a template. A template is simply an efficiency in terms of creating a Dataverse-based Power Platform environment with several applications preinstalled. In this scenario, the finance and operations ERP application are installed automatically upon environment creation.
Before you begin
You can't provision finance and operations apps in Power Platform unless you have a license assigned that grants this permission. An example license is Dynamics 365 Finance or Dynamics 365 Supply Chain Management for customers, and Dynamics 365 Operations Application Partner Sandbox for partners and ISVs. This license must be assigned by your license administrator to your user account in Microsoft Entra. Review the licenses currently assigned to you in the Subscription table on the MyAccount page.
You must have at least 1 gigabyte of available Operations and Dataverse database capacities. For more information, see Manage storage and capacity.
Knowing which template to provision
All Dynamics 365 environment templates require that the tenant has purchased a related license. However, users who are assigned the Power Platform Administrator role or the Dynamics 365 Administrator role in Microsoft Entra ID don't require a full user license to create or manage these environments. If the role was just recently assigned, note there's a 12 hour cache before the provisioning system allows a user without a license to create a new environment.
The following table shows the mapping between various finance and operations apps licenses and their template details.
| License | Template name | Template ID | Comments |
|---|---|---|---|
| Dynamics 365 Finance | Finance (preview) | D365_FinOps_Finance | |
| Dynamics 365 Supply Chain Management (preview) | Supply Chain Management (preview) | D365_FinOps_SCM | |
| Dynamics 365 Project Operations | Project Operations Integrated (preview) | D365_FinOps_ProjOps | |
| Dynamics 365 Operations Application Partner Sandbox | Project Operations Integrated (preview) | D365_FinOps_ProjOps | |
| Dynamics 365 Commerce | Commerce (preview) | D365_FinOps_Commerce | This template is available only for trials. |
Known limitations
Be sure to check out the latest known limitations available in the overview article Unified admin experience for finance and operations apps.
Step-by-step provisioning guide
You can provision a new environment with finance and operations apps preinstalled using the Power Platform admin center or PowerShell.
- Sign in to the Power Platform admin center.
- Select Manage in the navigation pane.
- In the Manage pane, select Environments.
- On the Environments page, select the New button. Enter details for your environment. Keep the following points in mind:
- The environment name must be globally unique because it impacts the finance and operations URL.
- If you want to use preview releases of finance and operations, select the Get new features early option.
- Select Yes for Add a Dataverse data store.
- Select Next. On the following screen, complete the following tasks:
- Select a security group to restrict access to the environment.
- Select Yes for the Enable Dynamics 365 apps option.
- Choose an available template such as Finance (preview), Supply Chain Management (preview), and so on.
- Select Save.
Delete the environment
In this procedure, delete the environment you previously created. Deleting an environment is an action commonly done by admins who want to free up the Dataverse and Operations storage consumed by this environment for other needs. An environment can be deleted using the Power Platform admin center or PowerShell.
- Sign in to the Power Platform admin center.
- Select Manage in the navigation pane.
- In the Manage pane, select Environments.
- Select an appropriate environment, and then select the Delete button in the command bar at the top of the page. Confirm that you want to delete the environment and proceed.