AP Automation using AI Builder in the Power Platform

Since the AI Builder for Power Platform is no longer in preview, I thought I would share this example where I use the Category Classification and Form Processing capabilities to provide users with a seamless AP Automation solution using a mobile device. Mobile AP Automation Use Case This is the use case: the user, let’sContinue reading “AP Automation using AI Builder in the Power Platform”

Making a Field Mandatory in Dynamics 365 for Finance and Operations without Customization

In previous versions of Dynamics 365 for Finance and Operations (D365F&O), making a field mandatory required a (small) customisation. With version 10.0.0.12 this is no longer the case. Now it is possible to make fields mandatory using personalisation. In the following example, I would like the Organization number field to be mandatory. To do this,Continue reading “Making a Field Mandatory in Dynamics 365 for Finance and Operations without Customization”

Adding a Power App to a Tab Page in Dynamics 365 for Finance and Operations

With Platform Update 32 it has become possible to embed a Power App (or web page) directly in the form in addition to the ability to adding it to the ribbon. In this example I have created a simple Power App that shows customer contacts and allows me to call them using Microsoft Teams. TheContinue reading “Adding a Power App to a Tab Page in Dynamics 365 for Finance and Operations”