Search Results: automate (1119)

The landscape for Accounts Payable is changing. New technologies offer the promise of increased efficiency, electronic B2B payment types and automated workflows – but it takes significant time, effort and cost to transform into the AP department of the future. Or does it? 

Join Mekorma to discuss how you can make paying vendors in Microsoft Dynamics GP a much easier experience – without losing the familiarity of tried-and-true, integrated processes. We’ll show you how to:

•    Manage all your payment batches, for all your GP companies and checkbooks from one central location 

•    Approve payments on-the-go with our mobile application, PowerApprovals 

•    Safely outsource vendor payments by letting us handle them for you! Mekorma Enhanced ePayments can permanently relieve you of the most time consuming and costly parts of the AP function

Join us for a  walk through and demonstration of how to use Power Platform with D365 Finance and Supply Chain. The demo will include Power Apps and Power Automate flows communicating with D365FSC in real time for quality control, and vendor invoicing. The presentation will also involve a discussion of important considerations related to creating Power platform content that uses ERP data.

The content of this session is geared toward an audience with intermediate-level knowledge of the subject area.
This session will be available for CPE credits pending completion of session survey post event.

Cards have been in Office 365 for some time already. Originally created as Message Cards after some time rebuilt from nearly scratch to become Adaptive Cards. 

This extremely useful technology can be used in Power Automate processes based in Microsoft Teams to create a consistent digital workplace. 

In this session you will learn:

• What is the difference between Message and Adaptive Cards

• How to design cards

• How to use them – a working example

• What to expect from the upcoming releases and version vNext (2.0)

Process designers should make their processes as intuitive as possible, allowing their participants to take part in the most effective way. Using Cards helps to create a new channel for efficient participation in business processes.

Session Level: Advanced

Workflow options are ever expanding. This  session will demonstrate options you may not know exist, including routing by financial dimension, conditions and automated processing additions.  You will also learn how to set up and incorporate the new configurable hierarchies in the workflow process.  You can make workflow work for you!

The content of this session is geared toward an audience with beginner-level knowledge of the subject area.

This session will be available for CPE credits pending completion of session survey post event

Power Apps Portals provide a lot of functionality out of the box to interact with CDS (Common Data Service) data. However, there may be situations where you need to take your portal projects to the next level. 

In this session, learn how to extend your Power Apps Portal with HTML, JavaScript, CSS, Liquid, Power Automate and Azure.  Add more power by embedding Power Virtual Agents, SharePoint libraries, Power BI reports and even Canvas Power Apps!  Add more Power to Power Apps Portal projects!

Session Level: Advanced

ExFlow is the premiere AP Automation solution built inside D365 – recently selected by Microsoft as a preferred AP Automation solution for D365 FO and D365 BC. ExFlow automates 3-way invoice matching, invoice matching to contracts and payment plans (for recurring costs) & provides dynamic and flexible approval workflows on any platform for on-the-go invoice approval.

Come see how Microsoft Management Reporter can be used in your organization to simplify and automate the reporting process!  Main features of Management Reporter will be shown like report creation, generation, distribution and analysis of the financial data with drill down capabilities.

Level: Intermediate

The Power Platform with Canvas Apps, Power Automate flows and all the goodies that the Common Data Service offers is making Citizen Developers as well as Pro Devs super efficient in building apps and complete enterprise grade solutions. But what about ALM? Is build/deploy automation and proper CI/CD even possible?

The content of this session is geared toward an audience with intermediate-level knowledge of the subject area.

Join us as we explore how to automate the entire data conversions lifecycle to Dynamics 365 Finance and Operations. This session will include a discussion of processes, tools, challenges, and benefits. We will then dive-in to see it in action.

The content of this session is geared toward an audience with intermediate to advanced-level knowledge of the subject area.

This session will be available for CPE credits pending completion of session survey post event.

How to create an automated Excel macro that will massage your Smartlists automatically for you after downloading from GP.  We’ll explore better tools than SmartList to get your data out of GP including using Excel Reports, SSRS Reports, and even Power BI.  We’ll also explore how you can quickly visualize your data using tools like Tableau without having to spend hours slicing and dicing data in Excel.

This session is going to address using Azure hosted agents to create builds. We can automate the process of building X++ code and creating deployable packages on any build agent that runs on Microsoft Windows. We will address the following topics:

– Prerequisites required for setup

– Preparation required in Azure DevOps

– Configuration of pipelines

-Limitations

The content of this session is geared toward an audience with intermediate to advanced-level knowledge of the subject area.

This session will be available for CPE credits pending completion of session survey post event.

While PowerPlatform offers connector for Business Central to 50+ prebuilt exposed API’s, there are reasons why you would need more. And this ‘more’ can come only through custom connectors. That means if you add some custom field, or if you want to connect PowerPlatform with nonexposed tables, you will need solution.

In these scenarios you need to build API’s and custom connectors. This is not so complex but requires a bit different approach. At this session, you will see how to expose custom API, how to build custom connector and create Power App and Power Automate based on custom scenarios. 

This session will be available for CPE credits pending completion of session survey post event.

Level: Advanced

If you’re a Microsoft Dynamics user, a whole new world of cost savings and customer satisfaction has just opened up to you. Available through Microsoft AppSource, BluJay Gateway for D365 is a Microsoft Certified Dynamics 365 Finance and Operations Module that provides secure, real time and easy to manage integrations between BluJay’s transportation and global trade solutions and Microsoft Dynamics.

Learning Objectives: 

•Designed for D365FO users 
•Fully integrated with Microsoft Dynamics 365 Finance and Operations
•Superior cost management & automated workflows
•Frictionless Trade Compliance and enhanced customer service
•Enhanced Parcel and TMS Solutions

In this session, you will learn how to create a custom connector that you can use in Power Apps and Power Automate to connect to 3rd party services/APIs.As a fun example, we will create a custom connector to connect to the Spotify API and use it to search for tracks, play a sound track and get the current playing track.Session Level: Intermediate