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
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Join Your Power BI Peers at the 2018 Power BI World Tour

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The Power BI World Tour is back for 2018! I am excited to be participating again this year.


Join your local SMEs, MVPs, and peers at these value packed two-day events in eight cities between August and November. Registration is open – secure your seat today!

Whether you are local to the area, traveling from near or faraway, the Power BI World Tour will provide exclusive learning and networking opportunities. Don't miss the opportunity to get involved in one or more of these amazing event locations:

Melbourne | Sydney | Charlotte | Copenhagen | Seattle | Dubai | Montreal | Dallas

Boost your expertise and company operations for years to come. Each location will feature a General Session presentation by Microsoft and 24+ breakout sessions across 3 learning tracks designed for the Power BI Analyst, Developer/IT Administrator, and New Professional.

One attendee last year raved, “the different speakers provided great and varied content. [I] loved the different streams that you could pick. Fantastic conference and great value for money.”

Expand your world of experience, grow your network of connections, and get ready to become the Power BI expert you were meant to be. #PBIWorldTour

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