As an experienced Business Intelligence specialist, Dynamics 365 finance architect and a CPA I have worked with many prospects and customers that are looking for answers to not only understand their data, but to put systems in place to gather and work with the data. This blog shares information on features, benefits, tips and thoughts around the Microsoft Power Platform and Dynamics 365 applications.
I am honored to be presenting at DynamicsCon 2025 in Chicago - May 13 - 16. https://dynamicscon.com/ I have two sessions: On Wednesday, May 14th at 3:45pm - I am co-presenting with Kent Nielsen. Our topic is Canvas vs. Model-Driven Power Apps. You can find our slides here: On Thursday, May 15th at 9:45am - I am presenting one of my most popular sessions - Getting started with Power Automate for D365 F&SCM. Even if you have seen this session before, there is some new info on environment variables, building solutions and storing approval information in D365. You can find my slides here :
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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.
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 my demo environment
(In my video, I manual start the flow, but I would expect this would actually be a scheduled flow that could run every day)
I think this is a great use of automation with the Microsoft platform, and I am already thinking of other ways I might be able to use this beyond just account reconciliations. One thing to keep in mind, is Power Automate Desktop work with not only cloud solutions but also on premise software. I have been able to use Power Automate Desktop to pull data from a website and move it to Excel or even move it to Dynamics 365. So anything you do on a regular basis, is a good candidate for Power Automate Desktop.
Microsoft has recently released two Copilot applications to work with Dynamics 365 Finance & Supply Chain. These solutions are still in preview, so it should only be uses in sandbox environments to evaluate and learn how they will work with your organization. Prior to installing it is important to make sure your environment meets the requirements. Dynamics 365 Finance & Supply Chain requires the latest hotfix on Dynamics 365 Finance version 10.0.34 (10.0.1591.107) and version 10.0.35 (10.0.1627.70) and later. In addition, the solutions rely on the Power Platform and Dataverse, so it is important to have the environments connected and user security set appropriately. For more details on the prerequisites and the installation instructions you can follow the Microsoft installation documents. Copilot in Microsoft Dynamics 365 Finance Copilot in Microsoft Dynamics 365 Supply Chain Let's look at what these two copilots provide to users Copilot in Microsoft Dynamics 365 Finance C...
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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