Posts

Showing posts from April, 2021

Using Full Page Apps in Dynamics 365 Finance

-
Image
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
Post a Comment
Read more

Use Power Automate to alert the credit team that there is a new customer in Dynamics 365 Finance & SCM

-
Image
  Business scenario – Sales team needs to be able to add a new customer to Dynamics 365 Finance, but before the customer is used in Sales the Credit Team needs to review the record and set the proper credit limit and payment terms.   The customer should automatically go on hold until the review is complete, and an email should alert the Credit Team to act. Components used in the scenario – Dynamics 365 Finance business alerts and Power Automate Synopsis – By combining the business alert functionality of D365 with Power Automate the system can automatically manage this business process.   Power Automate will watch for a new customer to be added in D365.   When the new customer is added, Power Automate will automatically put the account on Hold with a status reason of New.   Power Automate will also send an email to the Credit Manager including the information from the new customer as well as a link to the On Hold Customers in D365. Step 1 – Create a custom alert rule on All Custo
Post a Comment
Read more

Creating a Sales Assistant using Power Virtual Agent and Dynamics 365 Finance and Supply Chain

-
Image
As I continue to learn more and more about Power Platform, I have been intrigued by Power Virtual Agent.  However, I have not spent too much time with it because I could never come up with a business scenario around Dynamics 365 Finance and Supply.  Whenever I think about a “Bot”, I think about the annoying little boxes that pop up on some websites trying to help me, and I just could not think of how I would use that with D365.   Recently as I was reading through various blogs, I learned I did not need a website to use Power Virtual Agent.  I could use the Bot inside of Microsoft Teams.  I also ran across an article from Henrik Marx Larsen https://henrikmarxlarsen.wordpress.com/2020/03/13/creating-a-customer-service-bot-for-dynamics-365-for-finance-and-operations-using-power-virtual-agents/ where he created a customer service bot with Dynamics 365.  I decided I would try to create a Sales Assistant to quickly answer some common questions that the sales team might ask the accounting
Post a Comment
Read more