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Power Automate workflows significantly enhance Dynamics 365 Finance & SCM workflows by automating approval processes for increased operational efficiency and control. Learn how seamless integration with Power Automate transforms workflow approvals, enabling faster decisions and reduced licensing costs.
Power Automate workflows significantly boost the efficiency of electronic workflow approvals, which are vital for modern businesses with Shared Services teams and remote workforces relying on making quick, informed decisions. By integrating Microsoft D365 Finance & Supply Chain Management (F&SCM) with Microsoft Power Automate, these workflows can be optimized for business users, help remove unneeded Dynamics 365 licenses and streamline daily processes across the entire organization and all legal entities.
Workflow approvals are common today in many types of businesses. Considerable volumes of business activities often flow through them. Workflows that are quick and effective enable business activity to happen faster but within a controlled, compliant framework. Common workflow scenarios include:
When workflows happen faster, this helps with improved communications, financial and operational controls, and reduced delays while enabling better business decisions. Dynamics 365 workflow automation helps close the books faster and delivers better order fulfillment (vendor-side and customer-side) ultimately leading to better cash flow.
The features and benefits of using Power Automate to streamline Microsoft D365 F&SCM approvals covered in this article can be summarized as:
Microsoft Dynamics 365 Finance and Supply Chain Management (D365 F&SCM) is a cloud-based ERP solution that integrates essential operational processes such as supply chain, financials, sales, purchase orders, inventory, production, and distribution. It comprises two ERP applications: Dynamics 365 Finance and Dynamics 365 Supply Chain Management. F&SCM includes its own workflow features.
Microsoft Power Platform is a collection of low-code development tools that allows users to build custom business applications, automate workflows, and analyze data. Microsoft Power Platform enables users to streamline processes, gain insights from their data, and build custom solutions to meet their business needs. It is designed to be accessible to users with varying levels of technical expertise, making it easier for organizations to create custom applications and automate workflows.
Microsoft Power Automate is a platform by Microsoft that optimizes and automates workflows and business processes. It is part of the Microsoft Power Platform line of products, which includes Power Apps and Power BI. Power Automate is a cloud-based service that makes it practical and simple for line-of-business users to build workflows that automate time-consuming business tasks and processes across applications and services.
Using Power Automate to enhance the D365 F&SCM Approval Workflows has multiple advantages. The narrative below provides an expanded description of the features and benefits described earlier. Let’s dive in:
One advantage of using Power Automate with D365 F&SCM is the increased flexibility in configuring workflows and approval routing. Power Automate allows for multiple routing strategies based on position, position hierarchy, or custom rules defined through an online Excel workbook. Using Excel as a source for custom rules means that the workflow logic can be revised without involving a Developer.
Integration with Power Automate expands how you can specify conditions and designate approvers. This flexibility ensures the approval process can be tailored to meet specific business requirements. Whether you need to route approvals up a chain of command or to specific individuals, Power Automate can easily handle complex approval scenarios. Complex conditional logic (such as signing limits or approval amount thresholds) can be implemented quickly. With the ease of making changes, the entire system becomes more adaptable to changing business requirements. Workflow history captures the details for auditors.
In today’s mobile-first work environment, handling approvals remotely is crucial. With Power Automate, approval requests can be sent directly to users through Teams, Outlook, or mobile devices. This versatility empowers employees to review and act on approval requests wherever they are without being tied to their desktops. Whether traveling or working remotely, managers can approve or reject workflows on the go, improving the speed and efficiency of the entire process. This seamless integration with Microsoft 365 tools ensures that approvals happen in real-time, reducing bottlenecks.
Another compelling advantage is that approvers do not need to log in to D365 F&SCM to process approvals. This advantage significantly reduces the need for additional D365 F&SCM licenses, as approvals can be handled externally via Power Automate. Users can approve or reject workflows through tools like Outlook or Teams, bypassing the need for direct access to the D365 platform. A user license for D365 approvers becomes unnecessary. This lowers licensing costs and simplifies the user experience by reducing the number of systems they need to interact with.
Power Automate provides the ability to include attachments along with approval requests. For instance, approvers can review relevant documents, such as expense reports, invoices, or purchase orders, directly from the approval email or Teams message. This feature ensures that all necessary information is readily available, allowing for faster and more informed decision-making. The approval process becomes more efficient by streamlining the workflow and reducing the need for follow-up emails or searches for supporting documentation.
For users of The Advanced Multi-Company Solution (AMCS) by Avantiico, multi-company journals can be sent for approval with attachments. This enables informed decisions when making approvals or rejections via Teams or Outlook.
While Power Automate provides robust approval management, you can enhance the experience by developing a custom Canvas Power App to monitor and manage approvals. This app can be a central dashboard for reviewing, filtering, and tracking approval requests in real-time. The Canvas App offers a user-friendly interface where managers and administrators can track the status of all approvals across the organization. By providing better insights into the workflow approval process, businesses can identify bottlenecks and ensure that approvals are processed promptly.
With Power Automate, approvals are not just limited to simple yes/no decisions. The platform allows for sophisticated approval processes, including multi-tiered approvals, conditional logic, and branching workflows. This enables businesses to create approval systems more aligned with their organizational needs and processes. Approvers can add comments, request additional information, or delegate approvals to other team members, all while ensuring the workflow remains on track. Approval limits can be defined and enforced. This level of customization elevates the entire approval process, ensuring that it is comprehensive and adaptable
By making approvals more accessible, mobile-friendly, and easy to use, Power Automate significantly increases user adoption. Employees are more likely to engage with a system that fits into their existing workflow, is easy to use, and doesn’t require switching between multiple platforms. The ability to quickly approve tasks via Teams or Outlook notifications encourages faster response times and reduces delays caused by unfamiliar or cumbersome processes. Additionally, by eliminating the need for D365 licenses for approvers and providing a more intuitive user experience, businesses can encourage broader adoption of the approval process across the organization.
Power Automate, part of the Microsoft Power Platform, provides excellent functionality that integrates with D365 Finance & Supply Chain Management. Workflows become more flexible and more comprehensive. Approvers can record approvals without logging into D365 F&SCM (without requiring an F&SCM license). Approvals can be done remotely via desktop, tablet, or smartphone app. Send file attachments with your approval request. Workflow history captures the details for auditors.
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