Using Power Automate (Flow) to Create Sub-Folders in SharePoint
Posted on: October 7, 2020 | By: Guy Logan | Microsoft Dynamics CRM
The native SharePoint Online integration is a great feature in D365 Customer Engagement (CRM). It allows users to do a variety of things, including: Create, Upload, and View Documents in SharePoint from within the customer engagement apps. Take advantage of SharePoint document abilities such as checking documents in and out. Provide an organized method for locating documents with the app; a better approach than just creating attachments to a note...
How to Use Power Automate with Calculated or Roll-Up Fields
Posted on: July 27, 2020 | By: Guy Logan | Microsoft Dynamics CRM
QAD AP Automation
Posted on: December 31, 2018 | By: Andy Vitullo | QAD Financials
Business should focus on Transactional Automation for common repeatable transactions. When approaching automation, the following items should be considered: Is there a return on the investment to automate? Will automation increase transactional accuracy? Are their standard business rules that can be applied to every transactions in the population? Supplier Invoice Processing is a transaction in QAD's Enterprise Edition ERP that is ripe for automation. Businesses typically have multiple people processing...