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
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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 similar to the Journal Entry from OneDrive or the New Customer Workflow that I have written on before or presented at many conferences then you might want to use Virtual Entities.

So what are Virtual Entities?

They are a virtual data source in Dataverse, and enable full create, read, update and delete operations from Dataverse and Microsoft Power Platform.    They were introduced back in version 10.0.12, but many users have not been aware of them, because there are been challenges configuring them, and by default they are not turned on.

The documentation from Microsoft has greatly improved, and with the current ability to integrate your Microsoft Power Platform with your Finance and Supply Chain environment, the installation of virtual entities is automatically performed.  For more information, please review the documentation here. 

So how do you start using Virtual Entities?

While Microsoft has improved the installation process, virtual entities are not available by default.  The Dataverse Administrator needs to enable the specific virtual entities that will be used with the environment.

This is done in the Dataverse environment (PowerApps), but using Advanced Find.

Step 1: After logging in to PowerApps, select the Settings Gear in the upper right corner and select Advanced Settings.


Step 2: When the settings screen opens, select the Advanced Find button (the funnel icon) in the upper right.



Step 3: In the advanced find window, look for Available Finance and Operation Entities.  




Step 4: Then select by name and it is probably best to use the Contains method


Step 5:  The system will return a list of matching entities, and you will notice that the "Visible" column is set to NO.  



Step 6:  Click on the appropriate entity and check the Visible box and save.


The visible column needs to be set to YES for each Virtual Entity you plan to use with Power Platform.

Once the Entity is visible you can return to Dataverse and look at the tables list.


Make sure when the list of table appears you need to make sure you set the view to All and you can filter to "MSERP" to see only the D365 F&SCM Virtual Entities.






The entities are now available in any of the Power Platform products using the Dataverse connector.  

For example this might be how you would begin a Power Automate flow whenever a new customer is added to D365 F&SCM.


So hopefully this shows how simple it is to connect the Power Platform with D365 F&SCM.  Now you can start writing your Power Apps and Power Automate flows.

Please let me know if you have any questions or if you have any other ideas for blog posts.






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