Posts

Showing posts from November, 2022

AP Automation in Dynamics 365 Finance and Supply Chain

As a solution architect, prospects and clients often ask me for ways to improve their Accounts Payable process.  They receive hundreds of invoices every month, and it can take considerable amount of time to enter all of the detail as well as attaching the invoice for reference during the approval process.  This is an area where we have often needed to bring in an ISV solution, but that could cause other issues.  Microsoft has been doing considerable work around automation for AP and they recently released a public preview of their Invoice Capture solution. I have had the opportunity to set this up in one of my test environments so I could get an idea of what they have to offer.  As we would expect, the Invoice Capture solution is built on the Power Platform.  It uses a model driven Power App along with Power Automate Flows to integrate with Dynamics 365 Finance.  However, since it is a solution, they have done much of the work for you, including creating the standard flows to load the

Big news from Microsoft on paginated reports

To follow up on my earlier posting about using the right tool for the right job, I had to share the latest announcement from Microsoft.  On November 14, 2022, Microsoft announced support for paginated reports in Power BI Pro.   Yes, this now means without acquiring a premium license or premium workspace, you will be able to create paginated reports.  No longer will you just have a scrolling table or matrix that you have to export to Excel, you will be able to create more traditional operational reports as well as document-like reports. I am excited to see how everyone puts this new functionality to work.  I have a lot of ideas on how I will use this with my clients, especially with some of their common ERP (Dynamics 365) report requests.