Using Power Automate with Dynamics 365 F&O Finance - DynamicsCon

Using Power Automate with Dynamics 365 F&O Finance

Speaker

Dan Edwards

Dan Edwards

Veteran DynamicsCon Presenter
He/him/his

Session Description

You know Power Automate connects with D365, but you are not sure how you might use it? In this session we will look at a few examples that will hopefully you give you some ideas. • Create a workflow for new customers that need credit team approval. • Create a workflow for new vendors to get W9 or tax information. • Create a journal entry from Excel getting approval before anything is entered in D365. • Integrate Dynamics 365 workflows with Teams

Session Track: Finance & Operations
Session Type: Functional
Session Category: AP/AR Automation
Content Level: Beginner

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