Category: CRM



Improve cash flow through accurate invoicing and purchase order management. Learn how Microsoft Dynamics 365 Project Operations can help you accurately invoice your customers while tracking project spend and payables with greater precision. Learn more: https://dynamics.microsoft.com/en-us/project-operations/overview/ Thank you for watching our video! Stay up-to-date with the latest news and updates from the Dynamics 365 Team by visiting: https://dynamics.microsoft.com/en-us/ The opportunities don’t stop there! We urge our community to continue learning through the following resources: Dynamics 365 Blog: https://cloudblogs.microsoft.com/dynamics365/ Free trial: https://trials.dynamics.com/Dynamics365/Signup Subscribe to Dynamics 365 YouTube: http://www.youtube.com/c/MicrosoftDynamics365 Dynamics 365 on Facebook: https://www.facebook.com/msftdynamics365/ Dynamics 365 on LinkedIn: https://www.linkedin.com/showcase/microsoft-dynamics/ Dynamics 365 on Twitter: https://twitter.com/MSFTDynamics365?lang=en #MSFTDyn365 https://www.youtube.com/watch?v=K04N5KViz1I



In this feature overview video series, we highlight new capabilities included in the latest update to Microsoft Power Automate. When you integrate robotic process automation into the streamlined processes of Dynamics 365 Finance, you can easily configure and automate even more manual processes – allowing finance professionals to focus on more critical strategic tasks. One example we are showing today is that a Finance worker can import the pre-built RPA template ‘Solution’ for Dynamics 365 Finance, which will automatically generate ’period-end’ financial reports for the customer aging balance verification. After importing, the ‘Report Reconciliation’ flow is automatically set to run once a month. Finance Workers can easily adjust the frequency of the flow run to meet their needs. Check out the overview of RPA templates and Dynamics 365 by visiting: https://aka.ms/D365RPAGetStarted Get the most out of the Power Automate Release plan
View all capabilities included in this release: https://aka.ms/Plan/2021RW1/PowerAutomate Product updates
Stay up to date on latest product updates: https://aka.ms/Updates/PowerAutomate Release calendar
Know important release milestones: https://aka.ms/Updates/Calendar/PowerAutomate Licensing
Improve your understanding of how to license Dynamics 365: https://aka.ms/Licensing/PowerAutomate Product documentation
Find documentation for Power Automate: https://aka.ms/Documentation/PowerAutomate User community
Engage with Power Automate experts and peers in the community: https://aka.ms/Community/PowerAutomate Upcoming events
Find and register for in person and online events: https://aka.ms/Events/PowerAutomate Product trials
Get started with Power Automate: https://aka.ms/Trials/PowerAutomate #PowerAutomate #PowerPlatform https://www.youtube.com/watch?v=NhoeKnSp7IM



Explore how Microsoft Dynamics 365 Project Operation’s expense tracking tools can reduce duplicate expense entries while improving compliance. Project Operation’s expense tracking tools include configurable company policies and workflows, automatic receipt capture capabilities, and integration with your accounts payable module. Learn more: https://dynamics.microsoft.com/en-us/project-operations/overview/ Thank you for watching our video! Stay up-to-date with the latest news and updates from the Dynamics 365 Team by visiting: https://dynamics.microsoft.com/en-us/ The opportunities don’t stop there! We urge our community to continue learning through the following resources: Dynamics 365 Blog: https://cloudblogs.microsoft.com/dynamics365/ Free trial: https://trials.dynamics.com/Dynamics365/Signup Subscribe to Dynamics 365 YouTube: http://www.youtube.com/c/MicrosoftDynamics365 Dynamics 365 on Facebook: https://www.facebook.com/msftdynamics365/ Dynamics 365 on LinkedIn: https://www.linkedin.com/showcase/microsoft-dynamics/ Dynamics 365 on Twitter: https://twitter.com/MSFTDynamics365?lang=en #MSFTDyn365 https://www.youtube.com/watch?v=lq0wP414j0Y