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Showing posts from February, 2021

I Built My First Finance Agent in a Couple of Weeks

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The first article in my Finance Agent series Over the last couple of weeks, I've been experimenting with Microsoft Copilot Studio, Dynamics 365 ERP MCP, and Power Automate to see what was really possible inside Dynamics 365 Finance. What started as a demo scenario quickly turned into something much more interesting. The original goal was simple. I wanted to help credit and collections teams respond to credit holds more efficiently. As I continued building and testing, I started discovering that agents could fundamentally change how people interact with ERP systems. And honestly, I don't think we're anywhere close to seeing the full potential yet. Quick Video  The Problem I Wanted to Solve If you've spent time working with Credit & Collections in Dynamics 365 Finance, you've probably seen this scenario before. A sales order gets placed on credit hold. The sales team starts asking questions. The credit team may not even know the hold exists until someone ...
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Adding a new entity to Dual-write in Dynamics 365 Finance

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As Microsoft continues to grow, expand and improve Dynamics 365 Finance and Supply, one of the most powerful features released has been Dual-write.  Dual-write is an out-of-box infrastructure the provides near-real-time interaction between customer engagement apps and Finance and Supply Chain apps.  In summary, it is a tightly coupled, bidirectional integration between Finance and Supply Chain applications and Dataverse (formally known as Common Data Service).  Dual-write makes integration with Dynamics 365 Sales and other CE application very straight forward.  It also opens up the opportunities to use PowerApps, Power Portal and Power Virtual Agent with Dynamics 365 Finance and Supply Chain apps by connecting through the Dataverse. There is already documentation from Microsoft as well as many blogs already available on setting up Dataverse.   Here are a few links:  Microsoft Documentation  Dynagile Consulting Sandeep Chaudhury ERP Coder Blog Instead...
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Dynamics 365 Finance and Supply Chain and Power Platform

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As a solution architect working with Dynamics 365 Finance and Supply Chain, I work with many different clients in many different businesses.  Over my career, I have worked with many different tools to meet client's specific business needs.  Many times this would include working with an ISV and other times it might include custom development.  As Microsoft continues to develop functionality and connectivity with the Power Platform, we are able to meet many client specific needs by using the Power Platform.  As a matter of fact, when I recently completed the MB-300 - Microsoft Dynamics 365 - Core Finance and Operations exam, I was surprised how many questions related to the Power Platform. In this post I will take a quick look at the components of the Power Platform, and in future posts I will dive into examples and tips and tricks of using these applications along with Dynamics 365 Finance and Supply Chain. Power BI was the first application from the Power Platform an...
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