Box 1: Use a Data Integration template in Power Apps.

Ensure that the names of the pharmacies are synced between the accounting and the customer management systems.

Note: The Data Integrator (for Admins) is a point-to-point integration service used to integrate data into Dataverse. It supports integrating data between Finance and Operations apps and Dataverse. It also supports integrating data into Finance and Operations apps and Dynamics 365 Sales.

The Data Integrator (for Admins) consists of the Data Integration platform, out-of-the-box templates provided by our application teams (for example, Finance and Operations apps and Dynamics 365 Sales) and custom templates created by our customers and partners.

Box 2: Create a workflow in Dynamics 365 Sales.

Account numbers should be entered automatically into the pharmaceutical system that is in a Cerner database and kept in sync.

Note: Start When: Use the options in this section to specify when a workflow should start automatically. You can configure a real-time workflow to be run before certain events. This is a very powerful capability because the workflow can stop the action before it occurs. The options are:

Record is created

Record status changes

Record is assigned

Record fields change

Record is deleted