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

Dynamicscon - March 16, 2022

 I am excited to presenting at the upcoming Dynamicscon virtual event March 15 - 17, 2022.  To learn more about the event simply go to Home - DynamicsCon.

I will be presenting on Power Automate with Dynamics 365 F&O on March 16, 2022 at 1:30pm Eastern.

The event is free, so don't miss the opportunity to learn more about Dynamics 365 F&O.






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