Posts

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

Using Excel, OneDrive and Power Automate for Dynamics 365 Finance & Supply Chains Journals

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Have you ever wanted to just create your Dynamics 365 Finance journal entries in Excel, without dealing with the Excel Add In.  This blog article will show you have using Excel, OneDrive and Power Automate. Typically I put all the steps right in the article, but this is a pretty detailed process, so I have included the link to a document I prepared, or you can simply watch the video below. Download the detail directions here

Use Power Automate to alert the credit team that there is a new customer in Dynamics 365 Finance & SCM

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  Business scenario – Sales team needs to be able to add a new customer to Dynamics 365 Finance, but before the customer is used in Sales the Credit Team needs to review the record and set the proper credit limit and payment terms.   The customer should automatically go on hold until the review is complete, and an email should alert the Credit Team to act. Components used in the scenario – Dynamics 365 Finance business alerts and Power Automate Synopsis – By combining the business alert functionality of D365 with Power Automate the system can automatically manage this business process.   Power Automate will watch for a new customer to be added in D365.   When the new customer is added, Power Automate will automatically put the account on Hold with a status reason of New.   Power Automate will also send an email to the Credit Manager including the information from the new customer as well as a link to the On Hold Customers in D365. Step 1 – Create a custom alert rule on All Custo

Creating a Sales Assistant using Power Virtual Agent and Dynamics 365 Finance and Supply Chain

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As I continue to learn more and more about Power Platform, I have been intrigued by Power Virtual Agent.  However, I have not spent too much time with it because I could never come up with a business scenario around Dynamics 365 Finance and Supply.  Whenever I think about a “Bot”, I think about the annoying little boxes that pop up on some websites trying to help me, and I just could not think of how I would use that with D365.   Recently as I was reading through various blogs, I learned I did not need a website to use Power Virtual Agent.  I could use the Bot inside of Microsoft Teams.  I also ran across an article from Henrik Marx Larsen https://henrikmarxlarsen.wordpress.com/2020/03/13/creating-a-customer-service-bot-for-dynamics-365-for-finance-and-operations-using-power-virtual-agents/ where he created a customer service bot with Dynamics 365.  I decided I would try to create a Sales Assistant to quickly answer some common questions that the sales team might ask the accounting

Power BI Premium per User - pricing finally announced!!!

A big change is coming to Power BI.  Microsoft announced Premium by User for Power BI a few months back, but they had not given any indication of the pricing until now.   Power BI Premium has been available for some time, but it is $5,000/P1 node.  For many small to medium business with less than 300 to 500 users, this has just been too expensive and they have been missing out on all of the premium features, including; Automated machine learning Cognitive services No code data prep at scale Deployment pipelines Pixel-perfect paginated reports XMLA read/write Trillions of rows of data Advanced security With this announcement of general availability beginning on April 2, 2021 at a price of $20 per user, per month, users are really going to have the opportunity to take their data to the next level. To learn mores about the new Power BI Premium per user license, check out Microsoft's blog.

Adding a new entity to Dual-write in Dynamics 365 Finance

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As Microsoft continues to grow, expand and improve Dynamics 365 Finance and Supply, one of the most powerful features released has been Dual-write.  Dual-write is an out-of-box infrastructure the provides near-real-time interaction between customer engagement apps and Finance and Supply Chain apps.  In summary, it is a tightly coupled, bidirectional integration between Finance and Supply Chain applications and Dataverse (formally known as Common Data Service).  Dual-write makes integration with Dynamics 365 Sales and other CE application very straight forward.  It also opens up the opportunities to use PowerApps, Power Portal and Power Virtual Agent with Dynamics 365 Finance and Supply Chain apps by connecting through the Dataverse. There is already documentation from Microsoft as well as many blogs already available on setting up Dataverse.   Here are a few links:  Microsoft Documentation  Dynagile Consulting Sandeep Chaudhury ERP Coder Blog Instead of covering the same information

Dynamics 365 Finance and Supply Chain and Power Platform

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As a solution architect working with Dynamics 365 Finance and Supply Chain, I work with many different clients in many different businesses.  Over my career, I have worked with many different tools to meet client's specific business needs.  Many times this would include working with an ISV and other times it might include custom development.  As Microsoft continues to develop functionality and connectivity with the Power Platform, we are able to meet many client specific needs by using the Power Platform.  As a matter of fact, when I recently completed the MB-300 - Microsoft Dynamics 365 - Core Finance and Operations exam, I was surprised how many questions related to the Power Platform. In this post I will take a quick look at the components of the Power Platform, and in future posts I will dive into examples and tips and tricks of using these applications along with Dynamics 365 Finance and Supply Chain. Power BI was the first application from the Power Platform and it has been i