Showing posts from August, 2022

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

What should I use, a hammer or screwdriver???

  Lately, I have been working with several of our team members and clients regarding various reporting needs.   Since I do a lot of work with Power BI, they will bring me in because they believe Power BI is the correct answer.   In most cases, when they think Power BI, they are considering either the free version or Power BI Pro.   In other words, they are looking for a visualization to replace their report.   In many cases, this is possible, but other times there are struggles and issues.   It made me think about the toolbox I have in my garage.   I am not a handyman by any means, but I do have a few of your typical tools including a couple hammers and few screwdrivers so I can take care of various household projects, like hanging a picture, putting together furniture, building all the toys my wife is buying for our granddaughter, etc.   These household projects remind me a lot the various report requests I see from our clients.   Sometimes the report is as simple as hanging a pic