Жыл бұрын
2 жыл бұрын
Пікірлер
@coleslawYSJ 8 күн бұрын
hi there! My company uses this power automate function for general journal entries - recodes. The functionality appears to be setup for invoice journal - sending payments to vendors, but attemps to publish, generate errors. I'm guessing it has to do with not auto generating a unique voucher, for each invoice. Do you have any tips?
@mohamedkhaledelgendy1347 Ай бұрын
Hi Dan, thanks for such wonderful video. I have one question, I can not find "Complete Dynamics 365 F&O Workflow work item" in templates. I can only find "Send an email when a business event occurs" under dynamics 365 Finance and operations templates. My F&O environment is PU 40. Any Idea why I can not find such templates as in the video ?!
@garrettsteppat8151 26 күн бұрын
It looks like Microsoft ended up removing the template. I use to see it showing up in my templates but now I also don't see it anymore. My guess is that they removed it because the template wasn't quite ready (i.e. if you approved a workflow from D365FO, it would still keep the approval request in teams/power automate).
@nmkloster 4 ай бұрын
Am I crazy or did the browser search not work previously? I clearly remember pressing ctrl-f and being annoyed that search didn't work.
@Nicky411 5 ай бұрын
Very nice!
@echo-cq5vg 6 ай бұрын
Hello Dan, can you also show an invoice which has missing lines and you have to make manual corrugations? Also which steps or mapping rules are required so that a invoice can processed correctly? Thank you!
@scottashby8245 6 ай бұрын
Amazing tutorial. So helpful. Thanks!
@sksingh763 8 ай бұрын
wonderful
@Derinmood 9 ай бұрын
I want to create a case in Power Automate similar to this, but I'm not making progress. Could you help me? I want that when a request is created, which consists of multiple phases, activities are created for each phase. Each activity has a different responsible person, so that each responsible person receives an email for their activity when triggered by the phase.
@user-zq4um3rm1k 9 ай бұрын
How can you do this without using power automate?
@jagnayee 5 ай бұрын
You cannot OOB
@luvinsumlife Жыл бұрын
Hi Dan this is a great video! Quick question is there a way to join a generate PO from a Purchase Req flow created in the send-out?
@DansCorner365 Жыл бұрын
Possibly, I would need to understand the complete workflow you are looking for. It may be a combination of D365 workflow and Power Automate including using the business events.
@PauloLeiteBR Жыл бұрын
Excellent video, thanks!
@jaseembinbacker6907 Жыл бұрын
Can you tell me more about connectors? How do I configure connectors? When I tried the same thing above, I didn't get the CustomerV3 table. What could be the problem.
@DansCorner365 Жыл бұрын
In this video, I am using the DataVerse connector with virtual entities. Virtual entities need to be setup for your instance of D365. I have instructions on setting up virtual entities on my blog at this link www.danscorner.info/2022/04/virtual-entities-and-dynamics-365.html
@joshuababel3431 Жыл бұрын
If you prefer using Dataverse connectors, is this also possible with DualWrite instead of Virtual Entities?
@DansCorner365 Жыл бұрын
Yes, could use the dataverse connector with dual write entities, it just adds the element of making sure dual write is running correctly.
@TiNmyJ Жыл бұрын
For something kind not related... When you click Worflow History and opens on the side without leaving the Vendor invoice list page. How can I get that ? Min10
@JustaGuy-sr6wm Жыл бұрын
Hi Dan, great video and thank you for the demonstration! Im trying to do the exact same things but im having a few issues. Can i send an email so we could talk a little more in private? Thank you!
@ScatPackJack Жыл бұрын
Hey Dan, great video. Having trouble kicking off my flow using a custom approve vendor invoice AP Workflow. Are you willing to help me diagnose the issue?
@DansCorner365 Жыл бұрын
Are you getting an error or having a specific issue? Have you done custom X++ development around the workflow?
@rabbanishaik2363 Жыл бұрын
Thank you 🎉
@davidcarr9551 Жыл бұрын
Hi Dan, is this solution assuming that you have Dual-write setup and working between Dataverse and D365F&O?
@Molton11 2 жыл бұрын
Hello Dan, it gets more tricky if you want to include the invoice infromation such as amount, vendor name etc into the apporval message body as well as the attachment. If a manager should approve the invoice right in Teams they need to see what they are approving not just general info.
@DansCorner365 2 жыл бұрын
Molton, I would agree that it is trickier if you want all of that information in Teams. With the "deep link" that the template puts in the post, it is easy for the approver to return to the document in D365 where they would see the invoice assuming it was attached in D365. AP Vendor Invoice automation is an area that Microsoft is doing a lot of development around at this point, so I would expect to see changes to that specific process in the future.
@Molton11 2 жыл бұрын
Hello Dan, is the license for Power automate included in the plan for D365 FinOps full user or does the company need to pay more for their users to use this? Thank you
@DansCorner365 2 жыл бұрын
Molton, you can refer to the Power Platform license guide for more detail - go.microsoft.com/fwlink/?linkid=2085130 - Dynamics 365 users receive limited use rights with most qualifying licenses.