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.
It has been a while since I posted a blog article. Things have been busy and unfortunately my blog has suffered. Not only have I been busy working in the Microsoft Dynamics 365 and Power Platform arena, but I have also been teaching at a local university. This past semester I taught Business Analytics and Visualization. It was a fun course to teach and I was able to introduce business students to the power of analytics using both Power BI and Tableau. The text for the course was Introduction to Business Analytics, 1 st Edition by Vernon Richardson & Marci Watson. The text did a great job of covering the types of analytics and the mindset and approach you should follow as a business analyst. I recently used some of this material in a presentation at an FPnA conference, and it was well received, so I thought I would put the thoughts together here for everyone to read. In today's data-driven world, the ability to transform raw data into meanin...
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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.
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