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
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Dynamics 365 Finance & Operations Summit - April 8, 2022

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I am excited to be presenting on Using Power Automate with Dynamics 365 F&O at the Dynamics 365 Finance & Operations Summit.  In my session, I will share several examples on how I have used Power Automate to address clients requirements.  This includes workflow around vendors and customers, using Power Automate with D365 workflow, and integrating Excel, OneDrive and F&O.

If you would like to take a look at my slides, they are available below.

Download my slides here 

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