Showing posts from October, 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

Recap of Dynamics Communities Summit 2022

  It has been about a week and a half since I returned from Summit.   This was at least my tenth Summit.   At this point I have lost track, but I certainly remember when there were only a couple hundred people.   A lot has changed in the past couple years.   They are not back to where they were in 2019, but this was a huge improvement over last year in Houston.   With over 600 sessions, there was a lot of content to choose from for the attendees.   Of course, this is both good and bad because which sessions do you attend?   You can’t be everywhere.   Also, there were issues with the event app and seating in many of the rooms, but they tried to address these as the event went on and have promised to learn from their mistakes.   It is an new staff since their last large event, and everyone is still trying to remember how to put on large events like this.   My firm had several clients attend the event, and they were overall happy with the content of the event.   Probably the number one co