RPA with Dynamics 365 Finance & Supply Chain

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

Using Full Page Apps in Dynamics 365 Finance

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.
  1. Open the vendor invoice entry workspace
  2. From Options - choose Personalize this page
  3. From personalize menu - select the 3 dots - and then Add an app
  4. 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)
  5. On the Add an app menu - choose Website
  6. Give it a name (my example: Invoice Capture) in the URL - paste the URL from the web page you want to use
  7. Click OK and make sure to save the View on the workspace.  Make this new view your Default
If you are adding a model driven power app you might want to turn off the navigation bar and command bar.  To do this simply add "&cmdbar=true&navbar=off" at the end of the URL.

Here is a short video showing how to use this feature.


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RPA with Dynamics 365 Finance & Supply Chain