Showing posts from January, 2018

AP Automation in Dynamics 365 Finance and Supply Chain

As a solution architect, prospects and clients often ask me for ways to improve their Accounts Payable process.  They receive hundreds of invoices every month, and it can take considerable amount of time to enter all of the detail as well as attaching the invoice for reference during the approval process.  This is an area where we have often needed to bring in an ISV solution, but that could cause other issues.  Microsoft has been doing considerable work around automation for AP and they recently released a public preview of their Invoice Capture solution. I have had the opportunity to set this up in one of my test environments so I could get an idea of what they have to offer.  As we would expect, the Invoice Capture solution is built on the Power Platform.  It uses a model driven Power App along with Power Automate Flows to integrate with Dynamics 365 Finance.  However, since it is a solution, they have done much of the work for you, including creating the standard flows to load the

Showing the last 12 months based on a date slicer

When working with financial and sales data, clients often ask for charts showing the last 12 months of data.  This is actually very simple using relative date filtering. In addition, they might ask to compare to the same month last year.  With a simple DAX calculation (SAMEPERIODLASTYEAR) it is possible to add this measure. Here is the formula: Same Month Last Year = CALCULATE(Sum(Sales[SalesAmount]),SAMEPERIODLASTYEAR('Date'[Datekey])) For many users this is all they need.  The chart will update each month and they will always be able to see the last 12 months.   However, this chart will not work with date slicers.   If the client adds a date slicer to the page and selects just one month, the chart will be limited to one month. The reason the chart is limited to one month is because the date dimension relates to the sales fact table and it filters the data for the selected month. However, this is not what