Using Full Page Apps in Dynamics 365 Finance

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Have you ever wanted to put a website or a model-driven Power App in one of your existing Dynamics 365 Finance workspaces or forms?  You might already know you can create a new workspace with a website, but did you know you can add the website to an existing workspace? Here is an example of the Vendor invoice entry workspace with the Invoice Capture Power App embedded. Prior to using this feature, you need to turn on "Saved views support for workspaces" in feature management. Once this feature is enabled you can follow the following steps to add the Invoice Capture app or any model-driven Power App or website to an existing workspace. Open the vendor invoice entry workspace From Options - choose Personalize this page From personalize menu - select the 3 dots - and then Add an app Once that is selected (the screen goes gray) - click on the section header where you want to add the app (in my example I put it in Links) On the Add an app menu - choose Website Give it a name (my e
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AP Automation in Dynamics 365 Finance and Supply Chain

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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 invoice information and a copy of the invoice into D365.


The solution does require some initial setup, so it knows how you receive invoices.  Currently they can come from Office 365 Outlook, OneDrive, SharePoint or Outlook.com.  You can also setup the rules for specific legal entities, vendors, items and procurement categories.  The documentation provided by Microsoft will help you go through the setup.


Here is a link so a short demo of the solution.


Since this solution is in Public Preview, I would expect we will see some continued enhancements prior the general release.  Also there has been no announcement on the pricing for the solution at this time. Hopefully this information will be released soon.

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