The Feature Everyone Loved: Inside the Credit Hold Alert

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  The third article in my Finance Agent series In the first two articles, I wrote about building my first finance agent and then splitting one overloaded agent into three focused ones. In this article, I will cover the feature that got the biggest reaction for users. It was not a chat experience. It was a card in Teams. When a sales order went on credit hold in Dynamics 365 Finance. A few moments later, the credit team had a concise summary, a recommendation, and links to investigate. It looked simple . That simplicity took some design to work properly. Quick Video It Starts with a Finance Event The process begins when Dynamics 365 Finance raises the configured credit-hold event. Unfortunately there is not an exposed business event for a sales order being placed on credit hold, so I had to look for another approach. Fortunately, virtual entities provided a good option. The virtual table - Credit Management (mserp_creditmantablebientity) adds a row when a new credit hold is placed. ...
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Power BI World Tour Coming

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I am excited to be presenting at the Power BI World Tour in New York and San Francisco. This is going to be a great event with many different sessions.  Take a look at the information below and hopefully can attend one of the events I will be at, but if those dates don't work there are a few other options available.
What is the Power BI World Tour?
The Power BI World Tour is a local two day technical conference targeted for the newbie/business user, business analyst, super user, or IT / Administrator of Power BI. Our goal is to bring value added content that is relevant and timely that will take your knowledge of Power BI to the next level, give you an opportunity to network with peers and Industry Experts, and tweak your dashboards so they give your organization the extra edge.

Who is the target audience for the Power BI World Tour?
Our goal is to have something in the World Tour for everyone. For those that are brand new, they will get the chance to learn the fundamentals of Power BI and hopefully by day 2, walk away with your first dashboards developed for your business.

For the Business Analyst, take your usage of Power BI to the next level by learning how to create enhanced visuals relevant to your business situation, automate, secure and distribute your information, and get in early on the Power Apps & Flow train. Additionally, get access to Microsoft MVPs and Microsoft employees that can help answer your burning questions.

If you are more on the developer side and wanting to take your knowledge of the back end or developing within Power BI, this is the place for you. We’ll have experts to challenge and debate the best use of models and coding.

Where do I learn more about the agendas?
Check out our landing page for by city agendas specifically designed by our PUG leaders. Here you can find and download a copy of the tracks, content, and presenters. https://www.pbiusergroup.com/participate/pbi-world-tour

When is the World Tour?
The Power BI World Tour is making a stop in 7 cities around the World. Most are happening at Microsoft but where we couldn’t secure space, we have space at an excellent hotel for you.
  • London | August 23-24
  • Copenhagen | August 28-29
  • New York | September 19-20
  • Toronto | October 4-5
  • San Francisco | October 4-5
  • Chicago | October 11-12
  • Sydney | November 6-7

What’s the price?
The registration price is $399 USD. Get your ticket early! Find out more here: https://www.pbiusergroup.com/participate/pbi-world-tour

Need help?
Contact support@dynamiccommunities.com and we’ll get your questions answered.

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