Posts

Excel to Purchase orders

In this post, I will share a Power Automate Flow example. This example is importing data from Microsoft Excel into Microsoft Dynamics 365 Supply Chain Management. It has an example of how to import multiple purchase orders and lines. Besides, it has some logic and special field handling. The example is also shared as a download.

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Making mistakes is human. Some mistakes can be easily corrected; some will require additional attention. In this post, I share an option to correct the name of security objects created using the Security configuration options in Microsoft Dynamics 365 Finance and Operations.

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When you are working for a longer period with Microsoft Dynamics 365 and namely when you have experience with older versions, you will take things for granted. Microsoft Dynamics 365 is changing, and it is hard to stay updated of all changes. In this post, I will elaborate on some changes on the batch jobs in Microsoft Dynamics 365 for Finance and Operations. The new features will help you managing the batch jobs in your own environment. Apart from these new features, be aware of unexpected caveats. Life’s a batch…

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workflow editor new edge browser

Several weeks back, I posted about two new features which are useful for Microsoft Dynamics 365 within the new Microsoft Edge browser. Personally, I switched to this browser as my favourite. When you want to use the workflow editor, you currently have to install a browser extension. This post will show you how to get and use this extension.

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Downloads

This download contains a Power Automate flow to import purchase orders into Dynamics 365 Supply Chain Management from an Excel file. Both the Excel template and the Power Automate package are included in the download.

The example shows how to deal with grouping purchase orders per vendor, increase line numbers per order. The field mappings include mappings for date and decimal fields which do need formulas instead of a direct field mapping from Excel.

You can find a demo of the flow and technical explanation in the next post: Let your Operations Flow – Excel to Purchase orders example

 

Don’t forget to read the License.txt file before installing and using the software.