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Showing posts from April, 2023

I Built My First Finance Agent in a Couple of Weeks

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The first article in my Finance Agent series Over the last couple of weeks, I've been experimenting with Microsoft Copilot Studio, Dynamics 365 ERP MCP, and Power Automate to see what was really possible inside Dynamics 365 Finance. What started as a demo scenario quickly turned into something much more interesting. The original goal was simple. I wanted to help credit and collections teams respond to credit holds more efficiently. As I continued building and testing, I started discovering that agents could fundamentally change how people interact with ERP systems. And honestly, I don't think we're anywhere close to seeing the full potential yet. Quick Video  The Problem I Wanted to Solve If you've spent time working with Credit & Collections in Dynamics 365 Finance, you've probably seen this scenario before. A sales order gets placed on credit hold. The sales team starts asking questions. The credit team may not even know the hold exists until someone ...
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Progress Billings with Project Accounting & Sales Orders

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I was recently working with a couple customers that have very large orders and they need to invoice when the order is booked and maybe issue a couple progress invoices while the order is processed.  There are a few ways this can be handled in D365.  Unfortunately, Microsoft disabled the prepayment tab on the sales order tab in version 10.0.14 .  There is currently an idea posted inside the Microsoft ideas portal to add a function to handle prepayments.   Hopefully Microsoft will address this issue in the near future.  However, I needed to find a solution for today, and using Project Accounting seems to give an acceptable solution for managing the progress payments.   The key to this approach is using the Customer Advance on the Project screen.  It is also important to make sure you have setup the proper liability account for the prepayment invoice.  This is done in Project - Setup - Posting - Ledger Posting Setup. To see how this works in act...
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