BC Month End with Power Automate

The D365BC Angle

A month end procedure is a regular topic to be covered when implementing finance with D365 BC. Some finance systems throw a user into a defined routine but with D365 BC it’s much more simplistic. To remove the need for users to be experts wouldn’t a defined routine be useful?

Here is the goal: Create a Power Automate flow that will handle the month end procedure in BC with minimal user input. Principal thing here is that month end is routine so why not have something to cater for it. Caveat here being that job knowledge makes up for a big portion of this finance process so not all of it can be catered for. The scope is laid out in the next paragraph.

So what makes up a month end in BC and what is the scope of this procedure?:

  • User setup – change the allow from and…

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Automatically refresh dataset when dataflow refresh completes — BI Polar

Back in August I highlighted the new dataflows PowerShell script repo on GitHub. These scripts provide an accelerated starting point to working with the dataflows REST APIs and to automate common dataflows tasks. This week the dataflows team has released two new REST APIs for managing dataflows transactions (think „refresh“) and a new parameterized PowerShell […]

Automatically refresh dataset when dataflow refresh completes — BI Polar

Copy Report Layout between two PBIX files

Rui Romano Blog - A place to share my thoughts

This trick was demonstrated in my last session at RADACAD channel: https://youtu.be/xoR-2NjZCCk?t=977

The idea is basically to copy the entire report (pages, filters, bookmarks,…) between two different Power BI Desktop files (.pbix).

Why this is useful? Imagine you are building a new Power BI Report and you need to reuse the entire layout from another report not only the visuals but also the layout, pages, themes, custom visuals,… Yes the dataset will be different and the report visuals will stay in an error state like this:

Yes it seems broken , but the entire layout is there and is easy to change the field of a visual to a new field of the target dataset by drag & drop a new field

To do this you just need to follow these simple steps:

  • Unzip the source and target PBIX files using a tool like 7zip

Copy the Report folder from…

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Second post in the „Doing Power BI the Right Way“ series. In a business intelligence solution, data must be shaped and transformed. Your data is rarely, if ever, going to be in the right format for analytic reporting. Continue reading →

über Doing Power BI the Right Way: 2. Preparing source data — Paul Turley’s SQL Server BI Blog

Microsot Beta Examen – Es gibt viel zu tun…

Da gibt es einiges zu tun für mich. Klar ist dabei, dass das Vorbereiten auf die Prüfung im Vordergrund steht. So zwinge ich mich selbst am Ball zu bleiben…

https://docs.microsoft.com/en-us/learn/certifications/exams/pl-100

Announcing three new Microsoft Certifications for Business Applications

https://docs.microsoft.com/en-us/learn/certifications/exams/mb-800

 

This is an intro post to the Error Message Mgt. codeunit and related objects. NAV has never brilliant when it comes to error handling, for a couple of reasons. The error messages themselves sometimes leave a lot to be desired The whac-a-mole nature of fixing multiple errors by finding one at a time and attempting […]

über (Slightly) More Elegant Error Handling in Business Central — James Pearson

This is a quick post for giving a response to a question that comes out in our latest Microsoft’s webcast about creating cloud-based workflows for Dynamics 365 Business Central. In this training I’ve talked a lot about the „When an HTTP request is received“ action in Power Automate (and on Azure Logic Apps too) and […]

über Securing your HTTP triggered flow in Power Automate — Stefano Demiliani