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Showing posts from May, 2022

A look at Dynamics 365 ERP and ERP Analytics MCP Servers

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MCP Servers Arrive in Preview for Dynamics 365 Finance and Supply Chain Recently, Microsoft has introduced MCP servers in preview for Dynamics 365 Finance and Supply Chain, marking a significant leap in the ERP ecosystem. This new capability means that organizations using Dynamics 365 can now leverage MCP servers to supercharge their interactions and analytics—all while maintaining the compliance and security standards expected from a modern cloud service. What Is an MCP Server? An MCP server is a specialized, cloud-managed platform designed to handle advanced analytics workloads for enterprise applications. By offloading data processing and analytical computations from the core operational databases, MCP servers enable faster, scalable, and more secure reporting and analysis. These servers are optimized for handling large datasets, real-time queries, and complex analytics scenarios, providing organizations with the agility to adapt to dynamic business needs. You can learn more abo...
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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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