Session

Using Power Automate with Dynamics 365 F&O Finance

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

Dan Edwards

Managing Director - Crowe LLP

Ontario, California, United States

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