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Showing posts from May, 2022

When One Agent Tried to DO Everything

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When One Agent Tried to DO Everything The second article in my Finance Agent series My first Collection Manager Agent worked well - until I kept giving it more jobs. What started as a customer-review assistant grew to hanle automated credit-hold analysis, collection-call preparation, and customer email drafting. Each addition made sense. Together, they created a problem. In my first article, I mentioned the importance of narrower scope. This time, I want to show you what happened when I ignored that lesson. Watch: Why I Split One Agent Into Three What the First Version Was Asked to Do The first Collection Manager Agent started with a simple job. Review a customer. Pull the aging, the credit limit, the open invoices. Tell me what to do next. It did that well. Then I started adding to it. • I wanted it to react automatically when a sales order was placed on credit hold. • I wanted it to prepare me for a collection call. • I wanted it to review disputes and promises to pay. • I wa...
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Dynamics 365 Finance & Supply Chain with Power Automate - Part 3 - Adding a new vendor workflow

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I recently presented a session on using Power Automate with Dynamics 365 Finance and Supply Chain.  The session was very well received, so I wanted to post some videos and details to help users better understand the examples I covered in the session. In the following video I will walk through using Power Automate with Dynamics 365 Finance & Supply Chain to manage a workflow around adding a new vendor. Business scenario  – To on board a new vendor, the organization requires a new vendor request be submitted, an internal review process is used, including sending an email to the vendor with the required tax documents (W9) and instructions. Components used in the scenario  – Dynamics 365 Finance virtual entities, Power Automate, Microsoft Forms, Microsoft OneDrive, Microsoft Teams and Outlook Synopsis  – By using an Automated cloud flow in Power Automate the system can automatically manage this business process.    Power Automate will listen for new vendor ...
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Dynamics 365 Finance & Supply Chain with Power Automate - Part 2 - Adding a new customer

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I recently presented a session on using Power Automate with Dynamics 365 Finance and Supply Chain.  The session was very well received, so I wanted to post some videos and details to help users better understand the examples I covered in the session. In the following video I will walk through using Power Automate with Dynamics 365 Finance & Supply Chain to manage a workflow around adding a new customer. Business scenario  – The sales team adds new customers to Dynamics 365 Finance, but the company wants a business workflow in place, so the credit team can review the account and set the credit limit before any activity takes place on the new customer. Components used in the scenario  – Dynamics 365 Finance virtual entities, Power Automate and Microsoft Teams and/or Outlook Synopsis  – By using an Automated cloud flow in Power Automate the system can automatically manage this business process.    Power Automate will listen for new rows (customers) being a...
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