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 r...
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A recap of Power BI World Tour - New York

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I am just returning from presenting at the Power BI World Tour in New York.  This was a great event with around 150 attendees from many different companies.  Some were experienced with Power BI and many were just getting started.

Microsoft presented a roadmap session on Power BI and showed some of the new and upcoming features.  I was excited to see Bookmarks.  This feature will allow for improved navigation through reports and really help with storytelling.  There were also other sessions on licensing, Enterprise governance, PowerApps, Flow and Azure Data Warehouse.  In addition, many partners and consultants presented sessions covering everything from basic DAX to developing a Business Intelligence Roadmap.   Of course there was also time to meet other users and a lot of learning took place at breaks and meals.

I was lucky to assist in moderating one of the closing sessions, Use What You Learned.  Many in the session were new to Power BI, but it was obvious they were very excited and they were able to leave the session with some great next steps and an action plan, so they can hit the ground running when they get back to the office.

It is not too late to catch the World Tour?
The Power BI World Tour is making a stop in 4 additional cities around the World, and there is still space available in most of the locations.  I will be presenting Data Visualization Best Practices for Power BI in San Francisco and it would be great to see you there.  Below is the remaining schedule.

  • Toronto | October 4-5
  • San Francisco | October 4-5
  • Chicago | October 11-12 (wait list only)
  • 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

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.

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


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RPA with Dynamics 365 Finance & Supply Chain

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