As an experienced Business Intelligence specialist, Dynamics 365 finance architect and a CPA I have worked with many prospects and customers that are looking for answers to not only understand their data, but to put systems in place to gather and work with the data. This blog shares information on features, benefits, tips and thoughts around the Microsoft Power Platform and Dynamics 365 applications.
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 r...
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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 added to the Customers V3 data entity. It will update the row to make sure the customer is on hold, and it will send the information to the appropriate users in Teams and/or Outlook to review the customer and set the credit limit.
To get started you will begin with an automated cloud flow using the "When a row is added, modified or deleted" trigger from Dataverse.
The first step of the flow is the trigger. Since we want the flow to only run on new accounts, the change type is "Added" and the table name is the virtual entity "Customers V3". If you do not see the Customers V3 entity, you need to activate it in the Dataverse.
The next step is to update the new customer that was just added. You will use the same table name as above, and the row id is the Customers V3 unique id. (This is found in the Dynamics data)
The final step is to post a message to Teams. This is done with the Teams connector and the settings will vary depending on how your team is configured. In my example, there is a Credit Management team, so the message is posted to that channel.
At this point, the flow is complete, and all you need to do is add a customer to test it.
In the following video, I walk through the steps of creating the flow and show how it works.
Hopefully you find this blog and video useful. Please feel free to comment, and be sure to subscribe to my blog and video channel to get updates on new content.
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 r...
Microsoft has recently released two Copilot applications to work with Dynamics 365 Finance & Supply Chain. These solutions are still in preview, so it should only be uses in sandbox environments to evaluate and learn how they will work with your organization. Prior to installing it is important to make sure your environment meets the requirements. Dynamics 365 Finance & Supply Chain requires the latest hotfix on Dynamics 365 Finance version 10.0.34 (10.0.1591.107) and version 10.0.35 (10.0.1627.70) and later. In addition, the solutions rely on the Power Platform and Dataverse, so it is important to have the environments connected and user security set appropriately. For more details on the prerequisites and the installation instructions you can follow the Microsoft installation documents. Copilot in Microsoft Dynamics 365 Finance Copilot in Microsoft Dynamics 365 Supply Chain Let's look at what these two copilots provide to users Copilot in Microsoft Dynamics 365 Finance C...
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...
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