Posts

AI in Financial Reporting

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It has been a while since I posted, but I have been getting a lot of questions lately from clients and from my accounting students about the same topic:  Where does AI actually belong in the financial reporting process?  Everyone wants to know if they should be using it, and the honest answer is that it depends a lot on which part of the process you are talking about. I have been working with several clients on this over the last few months, plus I have an upcoming speaking session on AI in reporting, so I thought I would put some of these thoughts together here. For each point, I am also going to push back on myself a little, because I think that is a more useful way to think through this than just picking a side. Where AI is actually helping right now The clearest win I have seen is variance analysis. AI tools are good at scanning through a large number of GL lines and flagging the ones that look different from what history would predict. Think of a vendor payment that...
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A look at Dynamics 365 ERP and ERP Analytics MCP Servers

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MCP Servers Arrive in Preview for Dynamics 365 Finance and Supply Chain Recently, Microsoft has introduced MCP servers in preview for Dynamics 365 Finance and Supply Chain, marking a significant leap in the ERP ecosystem. This new capability means that organizations using Dynamics 365 can now leverage MCP servers to supercharge their interactions and analytics—all while maintaining the compliance and security standards expected from a modern cloud service. What Is an MCP Server? An MCP server is a specialized, cloud-managed platform designed to handle advanced analytics workloads for enterprise applications. By offloading data processing and analytical computations from the core operational databases, MCP servers enable faster, scalable, and more secure reporting and analysis. These servers are optimized for handling large datasets, real-time queries, and complex analytics scenarios, providing organizations with the agility to adapt to dynamic business needs. You can learn more abo...
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Microsoft Convergence is back

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 It has been over 10 years since Microsoft hosted their Convergence conference for Microsoft business applications.  It is happening in Miami, FL on December 10th & 11th.  I am lucky to be attending and also presenting a session.  My session will be Using Power Platform to automate the accounting department in Dynamics 365 Finance.  Hopefully you will be attending and have an opportunity to join my session. I am posting my slides here, so if you attend and want the slides, you can get them here.  Using Power Platform slides   Even if you are unable to make the session, feel free to download my slides.
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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...
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DynamicsCon 2025 - Chicago

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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. 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 r...
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Copilot Dynamics 365 Finance & Supply

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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...
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