New Functionality In Microsoft Power Automate 2023 Wave 2: Support Scalar Type Variables when Invoking from Protocol Handler in Power Automate for Desktop

Power AutomateThis post is part of the New Functionality In Microsoft Power Automate 2023 Wave 2 series in which I am taking a look at the new functionality introduced in Microsoft Power Automate 2023 Wave 2.

The 7th of the new functionality in the Desktop Flows section is support scalar type variables when invoking from protocol handler in Power Automate for desktop.

Enable makers to trigger desktop flows through the Power Automate for desktop protocol handler URL silently, without the need to provide the input values through the Power Automate console.

Enabled for: Admins, makers, marketers, or analysts, automatically
Public Preview: –
General Availability: Dec 2023

Feature Details

The protocol handler URL of Power Automate for desktop will support text/number/boolean input data types. Hence, users will no longer need to manually provide those values through the Power Automate console while triggering local attended desktop flows.

Click to show/hide the New Functionality In Microsoft Power Automate 2023 Wave 2 Series Index

In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Prevent Negative Stock Levels

Microsoft Dynamics 365 Business CentralThis post is part of the In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… series and of the wider In Microsoft Dynamics 365 Business Central, how do I… series which I am posting as I familiarise myself with Microsoft Dynamics 365 Business Central.

The default for processing inventory in Business Central is that stock levels can go negative. For some organisations, this is required for operational reasons where they might want to pick and ship stock before it has been booked into the system, although it is physically in the warehouse; however, I am a little surprised that this is the default.

Changing Business Central so that stock cannot go negative is very easy to do; there is a single toggle, Prevent Negative Inventory, which needs to be set to the on position. This setting is available in the Inventory Setup page:

Inventory Setup page with the Prevent Negative Inventory toggle ringed in red

Continue reading “In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Prevent Negative Stock Levels”

New Functionality In Microsoft Power Automate 2023 Wave 2: Use SAP-dedicated Actions in Desktop Flows

Power AutomateThis post is part of the New Functionality In Microsoft Power Automate 2023 Wave 2 series in which I am taking a look at the new functionality introduced in Microsoft Power Automate 2023 Wave 2.

The 6th of the new functionality in the Desktop Flows section is use SAP-dedicated actions in desktop flows.

SAP UI elements tend to have dynamic properties, making UI automation difficult to achieve. So, the introduction of SAP-dedicated actions aims to create a smoother maker experience and result in a more accurate attended/unattended runtime.

Enabled for: Admins, makers, marketers, or analysts, automatically
Public Preview: –
General Availability: Nov 2023

Feature Details

There are two ways to integrate with SAP: using the SAP UI or using the RFC APIs. Microsoft have recently made improvements to make working with the RFC APIs easier from cloud flows. Now, Power Automate for desktop is introducing dedicated SAP UI actions, simplifying the authoring process for makers and helping create more robust SAP desktop automations.

Click to show/hide the New Functionality In Microsoft Power Automate 2023 Wave 2 Series Index

New Functionality In Microsoft Power Automate 2023 Wave 2: Inspect a UI Element

Power AutomateThis post is part of the New Functionality In Microsoft Power Automate 2023 Wave 2 series in which I am taking a look at the new functionality introduced in Microsoft Power Automate 2023 Wave 2.

The 5th of the new functionality in the Desktop Flows section is inspect a UI element.

With this new component, you can view the details of all UI elements available on the screen and create better custom selectors. You can discover all the UI elements of a window in an easier and more user-friendly way and test specific actions on top of these UI elements.

Enabled for: Admins, makers, marketers, or analysts, automatically
Public Preview: Jul 19, 2023
General Availability: Oct 23, 2023

Feature Details

UISpy is a new sub-app of Power Automate for desktop. You can use it to inspect all the UI elements of your screen, check the hierarchy trees of all windows, capture the elements you desire, and test actions like click or populate without any interaction with the flow designer.

Click to show/hide the New Functionality In Microsoft Power Automate 2023 Wave 2 Series Index

New Functionality In Microsoft Power Automate 2023 Wave 2: Power Automate for Desktop Displays Dynamic Messages in the Home Screen

Power AutomateThis post is part of the New Functionality In Microsoft Power Automate 2023 Wave 2 series in which I am taking a look at the new functionality introduced in Microsoft Power Automate 2023 Wave 2.

The 4th of the new functionality in the Desktop Flows section is Power Automate for desktop displays dynamic messages in the home screen.

You’re informed of valuable information regarding Power Automate for desktop in the most timely manner.

Enabled for: Admins, makers, marketers, or analysts, automatically
Public Preview: –
General Availability: Nov 2023

Feature Details

The Power Automate for desktop home page in the console has a dedicated section with important messages that inform you quickly about the product. The section displays in the home page of the console component and content is updated dynamically as fast as possible.

Click to show/hide the New Functionality In Microsoft Power Automate 2023 Wave 2 Series Index

In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Use the Pick Worksheet for Warehouse Picks

Microsoft Dynamics 365 Business CentralThis post is part of the In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… series and of the wider In Microsoft Dynamics 365 Business Central, how do I… series which I am posting as I familiarise myself with Microsoft Dynamics 365 Business Central.

In a previous article, I covered picking and shipping a sales order using the advanced warehouse functionality.

At the start of that article I noted that there are two methods to creating a pick:

  1. In a push fashion, where you use the Create Pick action in the Warehouse Shipment page. Select the lines to be picked and prepare the picks by specifying, for example, which bins to take from and place in, and how many units to handle. Bins can be predefined for the warehouse location or resource.
  2. In a pull fashion, where you use the Release action in the Warehouse Shipment page to make the items available for picking. Then, on the Pick Worksheet page, warehouse employees can use the Get Warehouse Documents action to pull their assigned picks.

In the previous article, I covered the first method using “push” to create the pick; I’ll cover the second method in this article.

As in the previous article, you need to create the warehouse shipment, but instead of clicking the Create Pick… action, you need to release the shipment using the Release » release action, so the status changes from Open to Released:

Warehouse Shipment

Continue reading “In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Use the Pick Worksheet for Warehouse Picks”

New Functionality In Microsoft Power Automate 2023 Wave 2: UI Automation – Simulate Actions

Power AutomateThis post is part of the New Functionality In Microsoft Power Automate 2023 Wave 2 series in which I am taking a look at the new functionality introduced in Microsoft Power Automate 2023 Wave 2.

The 3rd of the new functionality in the Desktop Flows section is UI automation – Simulate actions.

Users may use the machine that the automation is being executed in attended mode as UI automation actions will be performed in the background, without the need to have the UI element visible on the screen. Subsequently, the user can continue their work without any interruption or issues while automation is running.

Enabled for: Admins, makers, marketers, or analysts, automatically
Public Preview: –
General Availability: Oct 23, 2023

Feature Details

UI automation actions will have a new parameter that will specify the execution mode. Execution modes will be:

  • Auto
  • Simulated

Auto mode is the one that currently is being used. Power Automate for desktop finds the UI element to interact with and performs the action according to the element’s type, but in most cases this is being performed with a physical step, imitating the mouse and keyboard actions.

Simulated mode will perform the action programmatically, without physical interaction with the UI element; therefore, UI elements will not be brought into the foreground, and the mouse and keyboard will not be used. The user will be able to use them. Actions supported are:

  • Click UI Element in window
  • Populate text field in window

Click to show/hide the New Functionality In Microsoft Power Automate 2023 Wave 2 Series Index

New Functionality In Microsoft Power Automate 2023 Wave 2: Modify Desktop Flows Using Natural Language with Copilot

Power AutomateThis post is part of the New Functionality In Microsoft Power Automate 2023 Wave 2 series in which I am taking a look at the new functionality introduced in Microsoft Power Automate 2023 Wave 2.

The 2nd of the new functionality in the Desktop Flows section is modify desktop flows using natural language with Copilot.

The Copilot feature in Power Automate for desktop will greatly benefit makers by making flow modifications more intuitive and efficient. With the ability to use natural language commands to add, remove, or edit actions, users can streamline their workflow and save time. Copilot will improve productivity and reduce the learning curve for new users.

Enabled for: Admins, makers, marketers, or analysts, automatically
Public Preview: Mar 2024
General Availability: –

Feature Details

The Copilot feature in Power Automate for desktop will allow everyone to easily modify their flows using natural language commands. Users can add, remove, or modify the properties of one or more actions within the designer experience. This feature will greatly improve workflow efficiency and reduce the learning curve new makers. With Copilot, users can easily make flow modifications without needing to navigate complex menus or learn specific syntax.

Click to show/hide the New Functionality In Microsoft Power Automate 2023 Wave 2 Series Index

New Functionality In Microsoft Power Automate 2023 Wave 2: Create Desktop Flows Using Natural Language with Copilot

Power AutomateThis post is part of the New Functionality In Microsoft Power Automate 2023 Wave 2 series in which I am taking a look at the new functionality introduced in Microsoft Power Automate 2023 Wave 2.

The 1st of the new functionality in the Desktop Flows section is create desktop flows using natural language with Copilot.

Introducing Copilot in Power Automate for desktop – the new natural language feature that simplifies automation creation. Say goodbye to complex coding and hello to effortless desktop flows. Boost productivity and efficiency with Copilot today. By leveraging natural language, users can easily create desktop flows without the need for complex coding. This allows for increased productivity and efficiency, freeing up valuable time and resources for other important tasks.

Enabled for: Admins, makers, marketers, or analysts, automatically
Public Preview: Mar 2024
General Availability: –

Feature Details

The Copilot functionality in Power Automate for desktop offers a user-friendly interface that simplifies the automation creation process. With Natural Language capabilities, makers can create desktop flows by providing instructions in plain English, eliminating the need for algorithmic or pseudocode knowledge. Copilot is available in both the console and the designer, making it easily accessible. This feature is especially useful in scenarios where loops and conditionals are required, as it streamlines the process and reduces the need for complex coding. With Copilot, users can generate automations with ease, saving valuable time and resources.

My Opinion

As I said in the last article, I need to gets hands on with the copilot flow design; I am sceptical of the quality of the flows it might create and want to see how good they actually are.

Click to show/hide the New Functionality In Microsoft Power Automate 2023 Wave 2 Series Index

In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Post Pick From a Warehouse Pick Document and Post Shipment From a Warehouse Shipment Document

Microsoft Dynamics 365 Business CentralThis post is part of the In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… series and of the wider In Microsoft Dynamics 365 Business Central, how do I… series which I am posting as I familiarise myself with Microsoft Dynamics 365 Business Central.

It is not possible to create a warehouse pick document by itself; warehouse picks can only be created from a warehouse shipment:

  1. In a push fashion, where you use the Create Pick action in the Warehouse Shipment page. Select the lines to be picked and prepare the picks by specifying, for example, which bins to take from and place in, and how many units to handle. Bins can be predefined for the warehouse location or resource.
  2. In a pull fashion, where you use the Release action in the Warehouse Shipment page to make the items available for picking. Then, on the Pick Worksheet page, warehouse employees can use the Get Warehouse Documents action to pull their assigned picks.

In this post, I will be covering the first method outlined above; I’ll cover the second method in a future article.

The start of the pick/shipment process is very similar to the warehouse shipment process I covered a couple of articles ago, where a warehouse shipment is created as the first step:

Warehouse Shipment page

Continue reading “In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Post Pick From a Warehouse Pick Document and Post Shipment From a Warehouse Shipment Document”