The Microsoft Dynamics CRM Platform Enhancement Discussion September 2020

Power Automate UI flows are used to automate the repetitive tasks in windows and web applications. The UI flows can record by using user interface actions such as clicks, keyboard input, etc., and play back further. Microsoft support RPA in the form of Power Automate UI Flows.

Every organization must pay sales taxes to different tax authorities. Each country have their own specified set of rules and rates for collecting taxes.

In dynamics 365 field service, sales tax setup is pre-configured that specifies how much tax will be applied to your products, agreements, and services. Sales tax will be added to the total amount of work order based upon the on work order details like work order type, service account and billing account.

Now, let’s see how the tax calculation is scheduled in calculating the sales tax for the work order.

In general, purchasing of products, services and agreements attract applicable taxes as defined by the regional government authorities.  Dynamics 365 Field Service enables users to define Tax Codes, Tax Group on products, services and agreements which come into action while fulfilling a work order. However, the functionality is limited as Dynamics 365 Field Service does not support different tax categories which would be required to encompass a wide range of business scenarios and also it won’t allow you to trigger the Chart of Accounts while invoicing. These drawbacks could be overcome by using Gravity Cloud Accounting Solution.