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Showing posts from August, 2017

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 running in

Power BI World Tour Coming

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I am excited to be presenting at the Power BI World Tour in New York and San Francisco. This is going to be a great event with many different sessions.  Take a look at the information below and hopefully can attend one of the events I will be at, but if those dates don't work there are a few other options available. What is the Power BI World Tour? The Power BI World Tour is a local two day technical conference targeted for the newbie/business user, business analyst, super user, or IT / Administrator of Power BI. Our goal is to bring value added content that is relevant and timely that will take your knowledge of Power BI to the next level, give you an opportunity to network with peers and Industry Experts, and tweak your dashboards so they give your organization the extra edge. Who is the target audience for the Power BI World Tour? Our goal is to have something in the World Tour for everyone. For those that are brand new, they will get the chance to learn the funda