Showing posts from October, 2021

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

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