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Showing posts from February, 2021

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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Adding a new entity to Dual-write in Dynamics 365 Finance

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As Microsoft continues to grow, expand and improve Dynamics 365 Finance and Supply, one of the most powerful features released has been Dual-write.  Dual-write is an out-of-box infrastructure the provides near-real-time interaction between customer engagement apps and Finance and Supply Chain apps.  In summary, it is a tightly coupled, bidirectional integration between Finance and Supply Chain applications and Dataverse (formally known as Common Data Service).  Dual-write makes integration with Dynamics 365 Sales and other CE application very straight forward.  It also opens up the opportunities to use PowerApps, Power Portal and Power Virtual Agent with Dynamics 365 Finance and Supply Chain apps by connecting through the Dataverse. There is already documentation from Microsoft as well as many blogs already available on setting up Dataverse.   Here are a few links:  Microsoft Documentation  Dynagile Consulting Sandeep Chaudhury ERP Coder Blog Instead of covering the same information
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Dynamics 365 Finance and Supply Chain and Power Platform

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As a solution architect working with Dynamics 365 Finance and Supply Chain, I work with many different clients in many different businesses.  Over my career, I have worked with many different tools to meet client's specific business needs.  Many times this would include working with an ISV and other times it might include custom development.  As Microsoft continues to develop functionality and connectivity with the Power Platform, we are able to meet many client specific needs by using the Power Platform.  As a matter of fact, when I recently completed the MB-300 - Microsoft Dynamics 365 - Core Finance and Operations exam, I was surprised how many questions related to the Power Platform. In this post I will take a quick look at the components of the Power Platform, and in future posts I will dive into examples and tips and tricks of using these applications along with Dynamics 365 Finance and Supply Chain. Power BI was the first application from the Power Platform and it has been i
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