Showing posts from August, 2022

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

What should I use, a hammer or screwdriver???

  Lately, I have been working with several of our team members and clients regarding various reporting needs.   Since I do a lot of work with Power BI, they will bring me in because they believe Power BI is the correct answer.   In most cases, when they think Power BI, they are considering either the free version or Power BI Pro.   In other words, they are looking for a visualization to replace their report.   In many cases, this is possible, but other times there are struggles and issues.   It made me think about the toolbox I have in my garage.   I am not a handyman by any means, but I do have a few of your typical tools including a couple hammers and few screwdrivers so I can take care of various household projects, like hanging a picture, putting together furniture, building all the toys my wife is buying for our granddaughter, etc.   These household projects remind me a lot the various report requests I see from our clients.   Sometimes the report is as simple as hanging a pic