Status: Accepted

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.

Technical Level: 100

Presented By: Dan Edwards