Posts

Dynamics 365 Finance & Supply Chain with Power Automate - Part 3 - Adding a new vendor workflow

Image
I recently presented a session on using Power Automate with Dynamics 365 Finance and Supply Chain.  The session was very well received, so I wanted to post some videos and details to help users better understand the examples I covered in the session. In the following video I will walk through using Power Automate with Dynamics 365 Finance & Supply Chain to manage a workflow around adding a new vendor. Business scenario  – To on board a new vendor, the organization requires a new vendor request be submitted, an internal review process is used, including sending an email to the vendor with the required tax documents (W9) and instructions. Components used in the scenario  – Dynamics 365 Finance virtual entities, Power Automate, Microsoft Forms, Microsoft OneDrive, Microsoft Teams and Outlook Synopsis  – By using an Automated cloud flow in Power Automate the system can automatically manage this business process.    Power Automate will listen for new vendor request form to be submitted.

Dynamics 365 Finance & Supply Chain with Power Automate - Part 2 - Adding a new customer

Image
I recently presented a session on using Power Automate with Dynamics 365 Finance and Supply Chain.  The session was very well received, so I wanted to post some videos and details to help users better understand the examples I covered in the session. In the following video I will walk through using Power Automate with Dynamics 365 Finance & Supply Chain to manage a workflow around adding a new customer. Business scenario  – The sales team adds new customers to Dynamics 365 Finance, but the company wants a business workflow in place, so the credit team can review the account and set the credit limit before any activity takes place on the new customer. Components used in the scenario  – Dynamics 365 Finance virtual entities, Power Automate and Microsoft Teams and/or Outlook Synopsis  – By using an Automated cloud flow in Power Automate the system can automatically manage this business process.    Power Automate will listen for new rows (customers) being added to the Customers V3 data

Dynamics 365 Finance & Supply Chain with Power Automate - Part 1

Image
I recently presented a session on using Power Automate with Dynamics 365 Finance and Supply Chain.  The session was very well received, so I wanted to post some videos and details to help users better understand the examples I covered in the session. In the following video I will walk through using Power Automate with Dynamics 365 Finance & Supply Chain workflow. Business scenario  – AP team needs to be able to manage invoice approval workflow through Teams and Outlook and not just inside of Dynamics 365 Finance. Components used in the scenario  – Dynamics 365 Finance workflow and Power Automate Synopsis  – By using a template available in Power Automate the system can automatically manage this business process.    Power Automate will watch for vendor invoice workflows in D365 and send the information to the appropriate users in Teams and Outlook to review and approve the invoice. An out of the box template is available for using Power Automate with Dynamics 365 Finance and Operati

Dynamics 365 Finance & Operations Summit - April 8, 2022

Image
I am excited to be presenting on Using Power Automate with Dynamics 365 F&O at the Dynamics 365 Finance & Operations Summit.  In my session, I will share several examples on how I have used Power Automate to address clients requirements.  This includes workflow around vendors and customers, using Power Automate with D365 workflow, and integrating Excel, OneDrive and F&O. If you would like to take a look at my slides, they are available below. Download my slides here  

Virtual Entities and Dynamics 365 Finance and Supply Chain Management

Image
I am sure many of you have used the Data Entities that are part of Dynamics 365 F&SCM.  These data entities are used when working with data integrations.  They can also be used with the D365 F&SCM connector for the Power Platform.  I have shown examples of using this connector in earlier post on both Power Automate and Power Virtual Agent.   Using the standard data entities with the Power Platform gives you a lot of options, but there are times it would be easier to work with the Dataverse connector instead. The problem with the Dataverse connector is that is connecting to the Dataverse as the name implies and your D365 F&SCM data is not in Dataverse unless you are using Dual-Write.   There are many scenarios where Dual-Write is a good option especially if you are using D365 Sales along with D365 F&SCM.  However, Dual-Write has its own challenges.  So if you are looking to use the Power Platform for a simple integration similar to the Journal Entry from OneDrive or the

Dynamicscon - March 16, 2022

Image
 I am excited to presenting at the upcoming Dynamicscon virtual event March 15 - 17, 2022.  To learn more about the event simply go to  Home - DynamicsCon . I will be presenting on Power Automate with Dynamics 365 F&O on March 16, 2022 at 1:30pm Eastern. The event is free, so don't miss the opportunity to learn more about Dynamics 365 F&O.

Dynamics Communities Summit 2021

I am excited to have the opportunity to present several sessions in person at Dynamics Community Summit 2021 in Houston.  During my presentations, I will not only have PowerPoints, but will have several examples.  In order to share the files I will be using, I have posted them here on my blog.  Below is the detail and schedule for my sessions. Simply click on the session name to access the files.   Creating a Sales Assistant with Power Virtual Agent  -  Wed Oct 13, 9:30 AM  - 10:20 AM  CDT In this session you will learn how to get started with Power Virtual Agent and connect with Dynamics 365 to get the needed answers, like customers current balance, customers contact info, customer aging, etc. Then learn how you can embed Power Virtual Agent in Microsoft Teams or even embed it right inside of Dynamics 365. Using Power Automate with D365 Finance  -  Wed Oct 13, 11:30 AM  - 12:20 PM  CDT You know Power Automate connects with D365 F&O, but you are not sure how you might use it?  In t