Posts

Showing posts from April, 2021

I Built My First Finance Agent in a Couple of Weeks

-
Image
The first article in my Finance Agent series Over the last couple of weeks, I've been experimenting with Microsoft Copilot Studio, Dynamics 365 ERP MCP, and Power Automate to see what was really possible inside Dynamics 365 Finance. What started as a demo scenario quickly turned into something much more interesting. The original goal was simple. I wanted to help credit and collections teams respond to credit holds more efficiently. As I continued building and testing, I started discovering that agents could fundamentally change how people interact with ERP systems. And honestly, I don't think we're anywhere close to seeing the full potential yet. Quick Video  The Problem I Wanted to Solve If you've spent time working with Credit & Collections in Dynamics 365 Finance, you've probably seen this scenario before. A sales order gets placed on credit hold. The sales team starts asking questions. The credit team may not even know the hold exists until someone ...
Post a Comment
Read more

Use Power Automate to alert the credit team that there is a new customer in Dynamics 365 Finance & SCM

-
Image
  Business scenario – Sales team needs to be able to add a new customer to Dynamics 365 Finance, but before the customer is used in Sales the Credit Team needs to review the record and set the proper credit limit and payment terms.   The customer should automatically go on hold until the review is complete, and an email should alert the Credit Team to act. Components used in the scenario – Dynamics 365 Finance business alerts and Power Automate Synopsis – By combining the business alert functionality of D365 with Power Automate the system can automatically manage this business process.   Power Automate will watch for a new customer to be added in D365.   When the new customer is added, Power Automate will automatically put the account on Hold with a status reason of New.   Power Automate will also send an email to the Credit Manager including the information from the new customer as well as a link to the On Hold Customers in D365. Step 1 – Create a custom...
Post a Comment
Read more

Creating a Sales Assistant using Power Virtual Agent and Dynamics 365 Finance and Supply Chain

-
Image
As I continue to learn more and more about Power Platform, I have been intrigued by Power Virtual Agent.  However, I have not spent too much time with it because I could never come up with a business scenario around Dynamics 365 Finance and Supply.  Whenever I think about a “Bot”, I think about the annoying little boxes that pop up on some websites trying to help me, and I just could not think of how I would use that with D365.   Recently as I was reading through various blogs, I learned I did not need a website to use Power Virtual Agent.  I could use the Bot inside of Microsoft Teams.  I also ran across an article from Henrik Marx Larsen https://henrikmarxlarsen.wordpress.com/2020/03/13/creating-a-customer-service-bot-for-dynamics-365-for-finance-and-operations-using-power-virtual-agents/ where he created a customer service bot with Dynamics 365.  I decided I would try to create a Sales Assistant to quickly answer some common questions that the sa...
Post a Comment
Read more