Using Full Page Apps in Dynamics 365 Finance

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.
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.
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