RPA with Dynamics 365 Finance & Supply Chain

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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 r...
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Power BI Premium per User - pricing finally announced!!!

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A big change is coming to Power BI.  Microsoft announced Premium by User for Power BI a few months back, but they had not given any indication of the pricing until now.  Power BI Premium has been available for some time, but it is $5,000/P1 node.  For many small to medium business with less than 300 to 500 users, this has just been too expensive and they have been missing out on all of the premium features, including;

  • Automated machine learning
  • Cognitive services
  • No code data prep at scale
  • Deployment pipelines
  • Pixel-perfect paginated reports
  • XMLA read/write
  • Trillions of rows of data
  • Advanced security

With this announcement of general availability beginning on April 2, 2021 at a price of $20 per user, per month, users are really going to have the opportunity to take their data to the next level.

To learn mores about the new Power BI Premium per user license, check out Microsoft's blog.

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RPA with Dynamics 365 Finance & Supply Chain

-
Image
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 r...
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