Enhancing Microsoft Dynamics 365 - Utilising Microsoft Power Platform

Microsoft Power Platform is made up of four key products: Power Apps, Power Automate, Power BI and Power Virtual Agents. In this session, we'll focus on Power Apps and Power Automate and how you can use them together with Dynamics 365 Business Central.

Workshop Agenda

Dynamics 365 Business Central and Power Platform

Power Platform

Extending and automating Dynamics 365 Business Central Functionality and processes

Power Apps

Power Apps is a suite of apps, services, connectors, and a data platform that enables you to build custom apps for your business needs. By using Power Apps, you can quickly build custom business apps that connect to your business data stored in various data sources. Business Central can be such a source of business data.

Apps built on Power Apps provide rich business logic and workflow capabilities to transform your manual business processes to digital, automated processes. Power Apps simplifies the custom business app building experience by enabling users to build feature-rich apps without writing code. Power Apps also provides an extensible platform that lets developers programmatically interact with data and metadata, apply business logic, create custom connectors, and integrate with external data.

You don't need to be a skilled developer to work with Power Apps, but if you want to make a successful app with Power Apps for Business Central, it does require an understanding of the solution architecture and business logic within Business Central.

These are the key areas we will work through with you in this workshop.

 

Canvas apps start with the user experience, crafting a highly tailored interface with the power of a blank canvas and connecting it to your choice of 320+ data sources. One of those data sources is Business Central and you can easily build apps connected on Business Central data through available API's in Business Central. If they are not enough for your requirements, you can create custom connectors based on your custom API's.

Here are some sample Canvas Apps

Dynamics 365 Business Central Canvas Apps

 

Model-driven apps start with your data model. Model-driven apps build up from the shape of your core business data and processes in the Microsoft Dataverse, to model forms, views, and other components. Unlike canvas app development where the designer has complete control over the app layout, with model-driven apps much of the layout is determined for you and designated by the components you add to the app. By using model-driven apps, you can automatically generate great UI that is responsive across devices and this UI is typically part of our customer engagement apps. Model-driven app design is a component-focused approach to app development and its design doesn't require code. Model-driven apps can be simple or complex.

Here is an example of a Model Driven App that is readily available

Asset Checkout

Asset Checkout provides self-service capabilities to reserve the tools and equipment your teams need to do their jobs, while accurately calculating available inventory and much more.

Dynamics 365 Business Central Model Driven App Example

 

Power Automate

With Power Automate you can automate repetitive business processes. Beyond simple workflows, Power Automate can send reminders on past due tasks, move business data between systems on a schedule, talk to more than 320 data sources or any publicly available API's together with Business Central API's. Power Automate can be used by business staff as well as IT professionals. If you want to use Power Automate to work with Business Central, it's recommended that you have at least some significant understanding of the Business Central business logic and solution architecture. By working with Cloudfactory.co we can assist as much or as little as required.

Normally we are focused on event driven flows in Power Automate as this is what we can primarily use with Business Central. In this case, we can find three basic ways how to make a flow. (There is also an option of creating a Business Process flow which guides users through a multistep process.)

Automated flow - Create a flow that performs one or more tasks automatically after it is triggered by an event. For example, create a flow that lets you know by email when someone created a new customer in Business Central. In this example, creating a new customer is the event, and sending a email is the action.

Instant flow - There are many repetitive tasks that we all wish we could run with just a tap of a button. For example, you may need to register the beginning of a working day for your employees. Instant flows allow you to carry out this and many other tasks simply by tapping a button on your mobile device.

Scheduled flow - Create a flow that performs one or more tasks (such as sending a report in an email): once a day, an hour, or a minute, on a date that you specify, after a number of days, hours, or minutes that you specify.

Dynamics 365 Business Central Power Automate Flows

 

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What is Microsoft Dynamics Business Central?

Microsoft Dynamics 365 Business Central is an all-in-one business management solution that helps businesses manage financials, sales, service and operations easier and faster from day one.

Are you finally suffering "APP Fatigue" with your Accounting Software and various add-ons?

If you’re a business owner, your work day often begins at home, triaging emails early in the morning. Having grown the business from the ground up, you know your customers and vendors, and you’re still involved in day-to-day operations. But the bigger the company gets, the more complex your business processes become.

Each email adds something to your to-do list, which typically requires transitioning to a different application. You use accounting software to prepare an invoice, a CRM system to manage your contacts and sales pipeline, and perhaps yet another manufacturing solution to track production or inventory.

Switching back and forth between fragmented, stand alone solutions takes time and often requires duplicate data entry. This diminished productivity stifles your ability to scale and cuts into time you could spend developing new business.  To keep up the pace of your growth, you’re likely considering the move to a more comprehensive business management solution.

Microsoft Dynamics 365 Business Central, helps you get through administrative tasks quickly and easily so you can focus on the big picture, and your team can spend more time taking care of customers. Let’s dive into how Microsoft can help.

Have a look at this introductory video for  Business Central.

Capability of Microsoft Dynamics 365 Business Central

Project Management
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Customer Relationship Management
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Financial Management
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Supply Chain Management
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Operations Management

A bit about Cloud Factory

Cloud Factory is a team filled with passion for the various roles and disciplines required of an ERP Solution implementation and support. We consider ourselves a leading innovator for Cloud ERP Solutions with customers located throughout Australia. Our team will help you to focus on the solution that you can be confident to implement and you can rest assured we will always step through your deliberation process and questions.

Our solutions deliver a complete, real time view of your business anytime, anywhere. Through our team of experienced application consultants, we implement and support a full suite of integrated business management applications, including Financials, Distribution, Manufacturing, Project Accounting, Warehousing and CRM. There are three well respected ERP providers in the market for mid-sized Australian business, SAP with SAP Business One, Microsoft with Dynamics 365 Business Central and WIISE (localised Business Central for Australia) and finally MYOB for MYOB Advanced.

Through our discussions and your discovery sessions we will propose which solution we feel might be best and possibly why, of course we hope you agree! We are indeed ready to be a proud Cloud Solutions Partner to your business!

Mid-sized companies reflect the largest share of our entire client base and all have diverse needs. Not only do we find that each project requires an ERP solution offering necessary flexibility, but our clients seek the services available to support the implementation of their unique business processes now and into the future.

Cloud Factory are here and ready to assist your selection.

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About Cloud Factory

Cloud Factory is an ERP specialist, helping you implement ERP systems such as MYOB Advanced, SAP Business One, Microsoft Dynamics 365, Microsoft Dynamics 365 Business Central, Wiise, PowerPlatform and Korber K.Motion Warehouse Edge.

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