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…

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…