- Developed and customized Microsoft Power Platform solutions using Canvas Apps, Model-Driven Apps, Dataverse, Power Automate, and Copilot Studio to automate business processes.
- Designed Dataverse tables, relationships, business process flows, security roles, and validation logic to manage business data and workflows.
- Implemented automated approval processes, AI Builder document extraction, RAG-based knowledge retrieval, and MCP integrations to streamline operational workflows.
- Integrated external systems using connectors and APIs, implemented exception handling and audit tracking, and performed functional testing to ensure data accuracy and workflow reliability.
Purchase Invoice Exception and Three-Way Matching Workbench(Canvas App, Power Automate, AI Builder, Dataverse)
- Designed Dataverse tables to manage packaging types, locations, movements, receipts, discrepancies, and repair records.
- Developed mobile Canvas Apps with barcode scanning for accurate tracking of dispatches, returns, quantities, and packaging conditions.
- Built model-driven apps to track overdue returns, damaged packaging, customer balances, and unresolved discrepancies.
- Configured AI Builder to extract packaging references and quantities from exchange documents.
- Created Power Automate flows for return reminders, discrepancy investigations, repair assignments, and loss-adjustment approvals.
- Integrated warehouse systems, implemented duplicate-transaction validation, maintained audit trails, and tested key business scenarios.
Purchase Invoice Exception and Three-Way Matching Workbench (Model-Driven App, Dataverse, BPF, Power Automate)
- Analysed finance and procurement workflows to define invoice-matching rules, approval limits, and discrepancy categories.
- Designed Dataverse data models for supplier records, purchase orders, invoice details, goods receipts, and exception tracking.
- Configured AI Builder to extract invoice information and validate supplier references, amounts, and purchase order details.
- Created Power Automate workflows for efficient invoice approvals, task assignments, notifications, reminders, and escalations.
- Implemented three-way matching logic to compare invoice quantities and prices against purchase orders and goods receipts.
- Integrated ERP systems using connectors and APIs, configured security roles and audit tracking, and tested duplicate invoices, partial deliveries, and integration failures.
Returnable Packaging Custody and Loss Reconciliation(Copilot Studio)
- Analysed project closure procedures and defined deliverable requirements, acceptance criteria, and document validation rules.
- Structured Dataverse entities to maintain deliverable inventories, document versions, review decisions, and completion statuses.
- Configured a Copilot Studio virtual agent to retrieve project artefacts, identify missing files, and respond to handover queries.
- Implemented RAG-based knowledge retrieval to provide responses grounded in project guidelines and acceptance documentation.
- Connected MCP tools to access document repositories, retrieve metadata, and support cross-system information exchange.