RPA with Dynamics 365 Finance & Supply Chain

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Are you looking for ways to automate some of your routine accounting functions, like reconciling sub ledgers to the general ledger?   Microsoft has recently created some examples using Power Automate Desktop (think of it like Task Recording on steroids). It can not only automate steps through Dynamics 365, but it can also automate Excel and other applications. In one example from Microsoft they automate the AR to GL reconciliation: Automatic running of the AR aging and the customer/ledger reconciliation reports. Power Automate then extracts data from both reports in Excel and compares the balances. Power Automate then posts a Team message letting you know the subledger is in balance. Power Automate saves the reports with the date in the file name, so there is backup. Microsoft Directions & Example   I working with the example, I needed to make a couple of adjustments to the sample flow that was provided but I was able to get it to work. Here is a video of the flow running in

Welcome

Welcome to my new blog.  I have been working with data in one form or another for over 25 years.  The data has taken on my forms, from audit work papers, ledger sheets and inventory cards to SQL databases, Excel spreadsheets, on-line information and much more.  Understanding this data often brought many challenges and that is what led me to start working with different Business Intelligence solutions. 

When I first started I didn't even know what Business Intelligence was.  I just needed some reports.  I used tools like Excel or Crystal Reports or other report writers, but I quickly learned the data needed more than just a report.  Fast forward to today and Business Intelligence solutions seem to be everywhere.  

The industry is changing very quickly and there is a lot of information available.  I do a lot of research and work for clients, so I have decided to keep that information in a central location.  That is why I have created this blog.  Stay tuned for more information and hopefully you will find it helpful.

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