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Showing posts from October, 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

Dynamics Communities Summit 2021

I am excited to have the opportunity to present several sessions in person at Dynamics Community Summit 2021 in Houston.  During my presentations, I will not only have PowerPoints, but will have several examples.  In order to share the files I will be using, I have posted them here on my blog.  Below is the detail and schedule for my sessions. Simply click on the session name to access the files.   Creating a Sales Assistant with Power Virtual Agent  -  Wed Oct 13, 9:30 AM  - 10:20 AM  CDT In this session you will learn how to get started with Power Virtual Agent and connect with Dynamics 365 to get the needed answers, like customers current balance, customers contact info, customer aging, etc. Then learn how you can embed Power Virtual Agent in Microsoft Teams or even embed it right inside of Dynamics 365. Using Power Automate with D365 Finance  -  Wed Oct 13, 11:30 AM  - 12:20 PM  CDT You know Power Automate connects with D365 F&O, but you are not sure how you might use it?  In t