Using Power Automate with Dynamics 365 F&O (AX) Finance & Supply Chain
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
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Learning Objectives
In this session you will learn:
Understand what Power Automate is and how it can help your team when working with D365.
Learn how Power Automate connects with D365
Understand how you can automate repetitive tasks and insure compliance to key company policies.
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Handout(s)