Using Power Automate with Dynamics 365 F&O - DynamicsCon

Using Power Automate with Dynamics 365 F&O

Speaker

Dan Edwards

Dan Edwards

DUG Forum Superhero

Session Description

You know Power Automate connects with D365 F&O, 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. • Use Power Automate to create a workflow for new customers that need credit team approval. • Use Power Automate to create a workflow for new vendors to get W9 or tax information. • Use Power Automate to create a journal entry from Excel getting approval before anything is entered in D365.

Session Track: Finance & Operations
Session Type: Functional
Content Level: Intermediate

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