Dynamics 365 FinOps Community Summit 2021 Fri 15th January

Simplifying cumbersome returns process with Power of Dynamics 365 Supply Chain and Power platform

Status: Submitted

Reverse logistics is always pain on every project; it is one of the hardest process flows due to number of variations you have. While volume of returns is supposed to be low in ideal world each one of the return order is unique in nature and requires high amount of work across different functional areas to get it processed right. Returns are even more challenging in early part of implementation as original invoices are in the legacy system and usually not migrated. We have simplified this process with use of Power App and allowed users to create RMA in Dynamics 365 without having to go to legacy environment. We will demo returns process end to end using Dynamics 365 Supply chain and Power Apps 1. Creating Return order (RMA) – Reason codes and disposition codes 2. Creating Return order (RMA) for legacy Invoice 3. Routing RMA for approval using Power Automate 4. Receiving of the RMA – using disposition code, splitting lines upon receiving 5. Order events to validate approvals and audit history by Finance team to issue the returns 6. Returns order process workspace – Finance, Logistics and sales view The content of this session will help you streamline cumbersome returns process

Technical Level: 200

Presented By: Yogesh Kasat

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