Webinar #12 - Introduction to the world of D365 and Power Platform
In this session, Julia provides an intro to Dynamics 365 FinOps, covering:
· Where Dynamics 365 FinOps sits alongside the other areas of D365 (e.g. Customer Engagement, Business Central as well as modular/AI/Mixed Reality components)
· An overview of the modules/workspaces included as part of D365 FinOps including Accounts Payable, Receivable, General Ledger, Revenue Recognition and Tax Management
· Working with tiles and tables within a Finops workspace
· Using the task recorder to perform common/repetitive activities
· A look at the embedded Power BI reports within D365
· Financial Statement reporting within D365 FinOps with drill-down into individual transactions/documents
· Integration between FinOps and Excel – exporting filtered/incremental data using templates, making changes in Excel and publishing back to D365
· Exporting entities to various formats using the Data Management module and integration with Common Data Service (CDS)/Dynamics 365 CE using Data Integrator
· The D365 Finops connector for Power Apps (Canvas Apps) and Power Automate
· PowerApps embedded within D365 FinOps workspaces for non-standard processes or tasks that cross multiple areas.
· Connecting to D365 FinOps data in Power BI (With an embedded PowerApps visual) via the oData connector
· Integration between D365 FinOps and Power Virtual Agent (PVA) – chat bots which allow you to perform tasks (e.g. raising a Purchase Order), ask questions of your finance data and even utilise other Power Platform actions (e.g. kicking off a Power BI Dataset refresh!)
· Model-driven PowerApps and Optical Character Recognition (OCR) to e.g. read/process scanned PDFs
· AI Models within Power Automate for finance tasks (e.g. receipt processing)
Webinar #11 - The classic Income Statement and Power BI, Better together
Business depends on the income statement as an indication of past and ongoing performance; however, in its paper form, it limits the reader from uncovering insights that lie beneath. In this session we will learn how mirroring the familiar statement and adding dynamic features improve engagement and help the Accountant tell a great data story.
Mark is an Accounting and Analytics Manager at Industrial Finishes and Systems, Inc. (IFS) located in Eugene Oregon. Since 1958, IFS, has brought product and system solutions to Auto Body, Recreational Vehicle, Wood Product, and Aerospace industries. He is responsible for financial data modeling and data storytelling both internal and external to the business. Outside of IFS, Mark enjoys speaking with local finance groups and blogging at StoryBI.com. Mark is an Oregon Certified Public Accountant with a Finance degree from Western Washington University.
Webinar #10 - Guiding to Depth – Building reporting to meet the needs of all levels from CFO to Analyst
It can be a struggle to build reporting that cleanly meets the needs of all levels of user. Chris will walk through a real example built while working for Microsoft’s Finance org and give tips on how to take advantage of Power BI features to build reports that guide users to depth without weighing down the Executive views.
After spending 10 years in Finance and Accounting, Chris moved into his current role as a Sr. Program Manager for Microsoft's Power BI Customer Advisory Team with a primary focus on front end reporting and user experience. In his day job he spends time working with enterprise customers to help skill up report authors and guide design for high impact reporting. Check out his blog at www.alluringbi.com for tips and tricks for the Power BI Creator
Webinar # 9 - Visual Cashflow Statements in Power BI
One of the first thing we all learn in Business 101 is that Cash is needed to operate a business. We also learned that being Profitable does not mean you have cash in the bank.
Have you ever really looked at the traditional cash flow statement? It’s supposed to provide information about gross receipts and gross payments. Does it really do that?
Attend this session and see Belinda present alternatives to the traditional cash flow statement and cash flow analysis using Microsoft Power BI.
Start the process of new ways to visualize the movement of your cash
Create a plan that can provide information to your team that might improve cash flow
Provide information to that person in your company who is always asking for the bank balance.
Belinda Allen is a Microsoft Most Valuable Professional (MVP) for Power BI. Belinda is currently a Microsoft Power Platform Trainer, Speaker, and the Co-Author of 2 books on Business Intelligence and Microsoft Dynamics GP.
Webinar # 8 - Building a Commentary App in Power Platform
The comments feature in Power BI is great but you'll probably hit its limitations quite quickly - e.g. that you can't tie the comments to specific data points, apply row Level security to them and can't extract them from Power BI into anywhere else.
The solution? Use the native PowerApp visual in Power BI linked into SharePoint and have a full data-point-specific commentary solution built in minutes.
Samuel Woldu-Desta shows how to build this solution from scatch in minutes!
Webinar #3 - Impactful Financial Reporting with Val Q
Learn how to carry out power financial modelling, planning and simulations in Power BI using the Val Q custom visual (www.valq.com). The functionality and capability of this tool - including that available for free - will literally blow your mind away!
This session is presented by Harish Bysani, CA, who brings 16 years of experience in EPM consulting around products such as Anaplan & SAP BPC.
He shares how ValQ for Power BI could be leveraged for financial statements like Income Statement, NPV analysis etc.
Blog Post - Column-Level Security - 2 Methods for Restricting Column-Level Information
Responding to a question in his last webinar (RLS with Hierarchies in Power BI), Power Platform co-host Chris Barber wrote a blog post on two possible methods for applying Column level security in Power BI. Column Level security isn't actually a feature but there are some clever workarounds which Chris explains in this article.