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Showing posts from April, 2022

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 r...
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Dynamics 365 Finance & Supply Chain with Power Automate - Part 1

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I recently presented a session on using Power Automate with Dynamics 365 Finance and Supply Chain.  The session was very well received, so I wanted to post some videos and details to help users better understand the examples I covered in the session. In the following video I will walk through using Power Automate with Dynamics 365 Finance & Supply Chain workflow. Business scenario  – AP team needs to be able to manage invoice approval workflow through Teams and Outlook and not just inside of Dynamics 365 Finance. Components used in the scenario  – Dynamics 365 Finance workflow and Power Automate Synopsis  – By using a template available in Power Automate the system can automatically manage this business process.    Power Automate will watch for vendor invoice workflows in D365 and send the information to the appropriate users in Teams and Outlook to review and approve the invoice. An out of the box template is available for using Power Automate with Dyn...
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Dynamics 365 Finance & Operations Summit - April 8, 2022

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I am excited to be presenting on Using Power Automate with Dynamics 365 F&O at the Dynamics 365 Finance & Operations Summit.  In my session, I will share several examples on how I have used Power Automate to address clients requirements.  This includes workflow around vendors and customers, using Power Automate with D365 workflow, and integrating Excel, OneDrive and F&O. If you would like to take a look at my slides, they are available below. Download my slides here  
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Virtual Entities and Dynamics 365 Finance and Supply Chain Management

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I am sure many of you have used the Data Entities that are part of Dynamics 365 F&SCM.  These data entities are used when working with data integrations.  They can also be used with the D365 F&SCM connector for the Power Platform.  I have shown examples of using this connector in earlier post on both Power Automate and Power Virtual Agent.   Using the standard data entities with the Power Platform gives you a lot of options, but there are times it would be easier to work with the Dataverse connector instead. The problem with the Dataverse connector is that is connecting to the Dataverse as the name implies and your D365 F&SCM data is not in Dataverse unless you are using Dual-Write.   There are many scenarios where Dual-Write is a good option especially if you are using D365 Sales along with D365 F&SCM.  However, Dual-Write has its own challenges.  So if you are looking to use the Power Platform for a simple integration s...
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