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”

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”

Embedding a PowerApp in a Dynamics 365 for Finance and Operations Workspace

One of the best things about Dynamics 365 for Finance and Operations (D365FO) is the ability to embed PowerApps – especially in a workspace. To embed a PowerApp in a workspace simply go to the¬†Options menu point in the ribbon and select¬†Personalize this form. Clicking on the … button allows you to add a PowerApp.Continue reading “Embedding a PowerApp in a Dynamics 365 for Finance and Operations Workspace”