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Showing posts from January, 2023

Business Analytics and Visualization

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It has been a while since I posted a blog article.  Things have been busy and unfortunately my blog has suffered.  Not only have I been busy working in the Microsoft Dynamics 365 and Power Platform arena, but I have also been teaching at a local university.  This past semester I taught Business Analytics and Visualization.  It was a fun course to teach and I was able to introduce business students to the power of analytics using both Power BI and Tableau.  The text for the course was Introduction to Business Analytics, 1 st Edition by Vernon Richardson & Marci Watson.  The text did a great job of covering the types of analytics and the mindset and approach you should follow as a business analyst.  I recently used some of this material in a presentation at an FPnA conference, and it was well received, so I thought I would put the thoughts together here for everyone to read. In today's data-driven world, the ability to transform raw data into meanin...

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 th...