Session

Getting started with Power Automate for D365 F&SCM

You know Power Automate connects with D365, but you are not sure how you might use it? In this session we will dive into the options available with Power Automate, work through a few examples that will hopefully you give you some ideas on how to deploy automation in your business.

See how the following examples are built:
• 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

Dan Edwards

Managing Director - Crowe LLP

Ontario, California, United States

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