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Showing posts from April, 2022

I Built My First Finance Agent in a Couple of Weeks

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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 ...
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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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