RPA with Dynamics 365 Finance & Supply Chain

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 running in

Smart Narratives - a quick and easy way to get your message across

 I was recently working with a client on Power BI visualizations.  We were talking about various visualization techniques as well as the options for Power BI visuals.  As I was going through the different options, I touched on Smart Narrative.  The client had never seen or tried this visualization, so if made me wonder, how many other were not aware of this visualization option and how to use it.

The Smart Narrative visualization became generally available in June, 2021.  The purpose of the Smart Narrative visualization is to help quickly summarize visuals and reports by providing relevant out-of-the-box insights that are customizable.  As the name applies, the visual adds narratives to the reports to address key takeaways and point out trends.  

Initially, I was not too excited about this visualization, because I often feel a picture is worth a thousand words, so I would rather look at the chart or visualization and draw my own takeaways and trends.  However, I have learned in working with many different report consumers, not everyone is comfortable with charts and visuals.  Some users prefer a written explanation.  

So how do you create a Smart Narrative?

There are a few ways to create the narrative.  This first way is to build the narrative against one specific visualization.  Once your visualization is complete, simply right mouse click and choose Summarize on the pop up menu.  This will create a new visual with the narrative specific to the visual.

The second approach is to build a smart narrative across all visuals on the report page.  This can be done two ways.  You can select the Smart Narrative icon from the visualization palette, or you can select Smart Narrative from the Insert ribbon.

Formatting and editing the Smart Narrative

Smart Narratives are highly customizable.  You can add your own insights, format the dynamic values and format the text.  This is done through the edit box of the smart narrative.  You can add text, change fonts and you can add new values.  The values can be added without even writing any DAX.  

Smart Narratives are truly smart

Not only are Smart Narratives created automatically, but they update based  on slicer selections or interactions by the user.  Also, Smart Narratives continue to work even if the original analytic(s) is removed from the report page.  This could be handy if you need to prepare a written report style.

Additional Information

For additional information on Smart Narratives, there is some good documentation with a couple videos available on the Microsoft Docs site

Hopefully you will find this helpful.  Give this visualization a try, your users might really like it.


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