D365 Automation Processes: Streamlining Business Operations

D365 Automation Processes for Enhanced Efficiency

This document outlines key D365 automation processes designed to streamline operations across different teams:

| No | Team | Process | Brief | |----|------|----------------------------------------------|------------------------------------------------------------------------------------------------------| | 1 | RTR | Auto downloading D365 reports for 4BUs | Auto download D365 reports (total 44 reports) and manually do the working. e.g. filter/combine data/pivottable. | | 2 | RTR | Fix Redbook Falcon report coding | Fix Falcon report issue to run Redbook automatically with standard format. | | 3 | OTC | Cash Application in D365 | Auto+Manual search customer name, invoice no., invoice amount...information and auto do cash application in D365. | | 4 | PTP | Cevinio invoice processing in step 2-3 | Auto process invoices that stuck in Cevinio step 2-3. |

Process Breakdown:

• RTR (Record to Report):
  • Auto download D365 reports (4BUs) - Streamlines report acquisition and simplifies subsequent data manipulation.
  • Fix Redbook Falcon report coding - Ensures consistent and automated Redbook report generation.
• OTC (Order to Cash):
  • Cash Application in D365 - Automates and simplifies the process of applying customer payments in D365.
• PTP (Procure to Pay):
  • Cevinio invoice processing - Automates invoice processing for invoices stuck in Cevinio steps 2-3.

These automation processes aim to enhance efficiency, reduce manual effort, and improve accuracy within the D365 platform. This ultimately leads to improved business performance and customer satisfaction.