Category: Power Platform

In Microsoft Dynamics 365 Business Central (Power Automate Triggers), how do I… Create a Flow for a Record on Modification

Ian Grieve3 minute read0 comment

Microsoft Dynamics 365 Business CentralThis article is part of the In Microsoft Dynamics 365 Business Central (Power Automate Triggers), how do I… series, a sub-series of the In Microsoft Dynamics 365 Business Central (Power Automate), 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.

There are a number of triggers available in Power Automate for Business Central which allow flows to be started. In this small series, I am going to take a look at creating a flow for each of the triggers.

The third trigger which is available is the When a record is modified (V3). This trigger works when a record is modified within Business Central.

This type of flow is created as an automated flow in the Power Automate portal; enter a Flow name and search for Business Central, scroll down the list of available triggers and select When a record is modified (V3). Click Create:

Build an automated cloud flow page with name entered

Continue reading “In Microsoft Dynamics 365 Business Central (Power Automate Triggers), how do I… Create a Flow for a Record on Modification”

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In Microsoft Dynamics 365 Business Central (Power Automate Triggers), how do I… Create a Flow for a Record on Delete

Ian Grieve3 minute read0 comment

Microsoft Dynamics 365 Business CentralThis article is part of the In Microsoft Dynamics 365 Business Central (Power Automate Triggers), how do I… series, a sub-series of the In Microsoft Dynamics 365 Business Central (Power Automate), 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.

There are a number of triggers available in Power Automate for Business Central which allow flows to be started. In this small series, I am going to take a look at creating a flow for each of the triggers.

The third trigger which is available is the When a record is deleted (V3). This trigger seems t be of very limited use; it triggers when the record is deleted, which means that by the time the first action within the flow runs, the record is already gone and all you have is the record id (not the number or code, but the GUID ID which is of no practical use.

This type of flow is created as an automated flow in the Power Automate portal; enter a Flow name and search for Business Central, scroll down the list of available triggers and select When a record is deleted (V3). Click Create:

Build an automated cloud flow page with name entered

Continue reading “In Microsoft Dynamics 365 Business Central (Power Automate Triggers), how do I… Create a Flow for a Record on Delete”

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In Microsoft Dynamics 365 Business Central (Power Automate Triggers), how do I… Create a Flow for a Record on Create

Ian Grieve3 minute read0 comment

Microsoft Dynamics 365 Business CentralThis article is part of the In Microsoft Dynamics 365 Business Central (Power Automate Triggers), how do I… series, a sub-series of the In Microsoft Dynamics 365 Business Central (Power Automate), 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.

There are a number of triggers available in Power Automate for Business Central which allow flows to be started. In this small series, I am going to take a look at creating a flow for each of the triggers.

The third trigger which is available is the When a record is created (V3). This trigger works when a record is created within Business Central, so you could, for example, send an email to a salesperson when a customer to whom they are assigned is created.

This type of flow is created as an automated flow in the Power Automate portal; enter a Flow name and search for Business Central, scroll down the list of available triggers and select When a record is created (V3). Click Create:

Build an automated cloud flow page with name entered

Continue reading “In Microsoft Dynamics 365 Business Central (Power Automate Triggers), how do I… Create a Flow for a Record on Create”

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In Microsoft Dynamics 365 Business Central (Power Automate Triggers), how do I… Create a Flow for an Approval

Ian Grieve4 minute read0 comment

Microsoft Dynamics 365 Business CentralThis article is part of the In Microsoft Dynamics 365 Business Central (Power Automate Triggers), how do I… series, a sub-series of the In Microsoft Dynamics 365 Business Central (Power Automate), 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.

There are a number of triggers available in Power Automate for Business Central which allow flows to be started. In this small series, I am going to take a look at creating a flow for each of the triggers.

The third trigger which is available is for approval requests. This isn’t actually a single trigger but one for each of the approval requests which are possible. These triggers allows users to submit a master record or transaction for approval.

The following approval request triggers are available:

Trigger Description
When a customer approval is requested (V3)

Triggers a flow when a customer approval request occurs in Dynamics 365 Business Central.
When a general journal batch approval is requested (V3)

Triggers a flow when a general journal batch approval request occurs in Dynamics 365 Business Central.
When a general journal line approval is requested (V3)

Triggers a flow when a general journal line approval request occurs in Dynamics 365 Business Central.
When a purchase document approval is requested (V3)

Triggers a flow when a purchase document approval request occurs in Dynamics 365 Business Central.
When a sales document approval is requested (V3)

Triggers a flow when a sales document approval request occurs in Dynamics 365 Business Central.
When a vendor approval is requested (V3)

Triggers a flow when a vendor approval request occurs in Dynamics 365 Business Central.
When an item approval is requested (V3)

Triggers a flow when an item approval request occurs in Dynamics 365 Business Central.

This type of flow is created as an automated flow in the Power Automate portal; enter a Flow name and search for Business Central, scroll down the list of available triggers and select When a vendor approval is requested (V3). Click Create:

Build an automated cloud flow page with name entered

Continue reading “In Microsoft Dynamics 365 Business Central (Power Automate Triggers), how do I… Create a Flow for an Approval”

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In Microsoft Dynamics 365 Business Central (Power Automate Triggers), how do I… Create a Flow for when a Business Event Occurs

Ian Grieve3 minute read0 comment

Microsoft Dynamics 365 Business CentralThis article is part of the In Microsoft Dynamics 365 Business Central (Power Automate Triggers), how do I… series, a sub-series of the In Microsoft Dynamics 365 Business Central (Power Automate), 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.

There are a number of triggers available in Power Automate for Business Central which allow flows to be started. In this small seris, I am going to take a look at creating a flow for each of the triggers.

The second trigger which is available is the When a business event occurs (V3) (Preview). This trigger allows a flow to be initiated when an event, such as a customer being placed on or taken off hold, or an opportunity marked as won or lost. This trigger was added in release 2023 Wave 2 and is currently flagged as in preview.

This type of flow is created as an automated flow in the Power Automate portal; enter a Flow name and search for Business Central, scroll down the list of available triggers and select When a business event occurs (V3). Click Create:

Build an automated cloud flow page

Continue reading “In Microsoft Dynamics 365 Business Central (Power Automate Triggers), how do I… Create a Flow for when a Business Event Occurs”

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In Microsoft Dynamics 365 Business Central (Power Automate), how do I… Create a Flow For a Selected Record

Ian Grieve2 minute read0 comment

Microsoft Dynamics 365 Business CentralThis article is part of the In Microsoft Dynamics 365 Business Central (Power Automate Triggers), how do I… series, a sub-series of the In Microsoft Dynamics 365 Business Central (Power Automate), 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.

There are a number of triggers available in Power Automate for Business Central which allow flows to be started. In this small seris, I am going to take a look at creating a flow for each of the triggers.

The first trigger which is available is the For a selected record (V3). This trigger is used for instant flows, which are initiated by users pressing a button.

In the Power Automate portal create a new instant cloud flow; enter a Flow name and, in the list of triggers, select For a selected record (V3); click Create:

Build an instant cloud flow page

Continue reading “In Microsoft Dynamics 365 Business Central (Power Automate), how do I… Create a Flow For a Selected Record”

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In Microsoft Dynamics 365 Business Central (Power Automate Triggers), how do I… Series Index

Ian Grieve2 minute read0 comment

Microsoft Dynamics 365 Business CentralThis article is part of the In Microsoft Dynamics 365 Business Central (Power Automate Triggers), how do I… series, a sub-series of the In Microsoft Dynamics 365 Business Central (Power Automate), 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.

I’m going to take a look through the triggers available in Power Automate for Business Central and am breaking the articles out into a small sub-series to to make them easier to read as a set. The index below will automatically update as each article is published if you’re reading the original article, otherwise visit here for the updating index:

In Microsoft Dynamics 365 Business Central (Power Automate Triggers), how do I…
In Microsoft Dynamics 365 Business Central (Power Automate), how do I… Create a Flow For a Selected Record
In Microsoft Dynamics 365 Business Central (Power Automate Triggers), how do I… Create a Flow for when a Business Event Occurs
In Microsoft Dynamics 365 Business Central (Power Automate Triggers), how do I… Create a Flow for an Approval
In Microsoft Dynamics 365 Business Central (Power Automate Triggers), how do I… Create a Flow for a Record on Create
In Microsoft Dynamics 365 Business Central (Power Automate Triggers), how do I… Create a Flow for a Record on Delete
In Microsoft Dynamics 365 Business Central (Power Automate Triggers), how do I… Create a Flow for a Record on Modification
In Microsoft Dynamics 365 Business Central (Power Automate Triggers), how do I… Create a Flow for a Record Change

In Microsoft Dynamics 365 Business Central, how do I…

In Microsoft Dynamics 365 Business Central, how do I…
In Microsoft Dynamics 365 Business Central, how do I… Sign Up For a Trial
In Microsoft Dynamics 365 Business Central, how do I… Get Access to the Microsoft 365 Admin Center
In Microsoft Dynamics 365 Business Central, how do I… Create a Company
In Microsoft Dynamics 365 Business Central, how do I… Copy a Company
In Microsoft Dynamics 365 Business Central, how do I… Switch Between Companies
In Microsoft Dynamics 365 Business Central, how do I… Create a Sandbox Environment With Cronus
In Microsoft Dynamics 365 Business Central, how do I… Access Dynamics BC Admin Centre
In Microsoft Dynamics 365 Business Central, how do I… Create a Sandbox Environment With a Copy of Production
In Microsoft Dynamics 365 Business Central, how do I… Create a User
In Microsoft Dynamics 365 Business Central, how do I… Add a User In 365 Admin Center
In Microsoft Dynamics 365 Business Central, how do I… Add a User in Dynamics BC
In Microsoft Dynamics 365 Business Central, how do I… Change My Role
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand the Role Center
In Microsoft Dynamics 365 Business Central, how do I… Create an Advanced Evaluation Company
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand the Update Rollout Timeline
In Microsoft Dynamics 365 Business Central, how do I… Change the User Experience in a Company from "Essentials" to "Premium"
In Microsoft Dynamics 365 Business Central (Administration), how do I… Set Update Date
In Microsoft Dynamics 365 Business Central, how do I… Hide the Teaching Tips
In Microsoft Dynamics 365 Business Central (Administration), how do I… Set Update Window
In Microsoft Dynamics 365 Business Central (Administration), how do I… Extend Trial
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand Search
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand the Types of Pages Available
In Microsoft Dynamics 365 Business Central (Administration), how do I… Know Which Keyboard Shortcuts Are Available
In Microsoft Dynamics 365 Business Central (Administration), how do I… Switch Between Companies
In Microsoft Dynamics 365 Business Central (Administration), how do I… Use List Pages
In Microsoft Dynamics 365 Business Central (Administration), how do I… Use Advanced Filters on Lists
In Microsoft Dynamics 365 Business Central (Administration), how do I… Use Card Pages
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand the FactBox
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand the Action Bar
In Microsoft Dynamics 365 Business Central (Administration), how do I… Use Company Badges to Identify Companies or Environments
In Microsoft Dynamics 365 Business Central (Administration), how do I… Use Document Pages
In Microsoft Dynamics 365 Business Central (Administration), how do I… Use Worksheet Pages
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand the On-premise Lifecycle Policy
In Microsoft Dynamics 365 Business Central (Administration), how do I… Start a Free Trial (Updated for the new "customised trial")
In Microsoft Dynamics 365 Business Central (Administration), how do I… Create a Sandbox for a Preview Release
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand Posting Groups
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand General Posting Groups
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand Specific Posting Groups
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand Tax Posting Groups
In Microsoft Dynamics 365 Business Central (Administration), how do I… Create a Tax Business Posting Group
In Microsoft Dynamics 365 Business Central (Administration), how do I… Create a Tax Product Posting Group
In Microsoft Dynamics 365 Business Central (Administration), how do I… Create the Tax Posting Setup
In Microsoft Dynamics 365 Business Central (Administration), how do I… Add a Company Logo
In Microsoft Dynamics 365 Business Central (Administration), how do I… Share a Saved List View
In Microsoft Dynamics 365 Business Central (Administration), how do I… Rename a Company
In Microsoft Dynamics 365 Business Central (Administration), how do I… Rename an Environment
In Microsoft Dynamics 365 Business Central (Administration), how do I… Delete a Company
In Microsoft Dynamics 365 Business Central (Administration), how do I… Delete an Environment
In Microsoft Dynamics 365 Business Central (Administration), how do I… Restore a Deleted Environment
In Microsoft Dynamics 365 Business Central (Administration), how do I… Restore an Environment to a Point in Time
In Microsoft Dynamics 365 Business Central (Administration), how do I… Refresh an Environment
In Microsoft Dynamics 365 Business Central (Administration), how do I… Restore a Deleted Company
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand the Approaches to Configuring a New Company
In Microsoft Dynamics 365 Business Central (Administration), how do I… View Two Pages at the Same Time
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand Number Series
In Microsoft Dynamics 365 Business Central (Administration), how do I… Maintain Number Series
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand What Data Can Be Deleted
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand the Master Data Management
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand Relationships Between Number Series
In Microsoft Dynamics 365 Business Central (Administration), how do I… Create Relationships Between Number Series
In Microsoft Dynamics 365 Business Central (Administration), how do I… Access Business Central
In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand Master Data Management
Using Extended Texts In Microsoft Dynamics 365 Business Central: What are Extended Texts?
In Microsoft Dynamics 365 Business Central (Administration), how do I… Add Branding to Business Central by Setting a Theme
Word Template Mail Merge in Business Central: What is it?
Word Template Mail Merge in Business Central: Create Word Template for Mail Merge
Word Template Mail Merge in Business Central: Create Mail Merge from Business Central Entity
In Microsoft Dynamics 365 Business Central (Customisation), how do I… Personalize a Page
In Microsoft Dynamics 365 Business Central (Customisation), how do I… Remove Personalization from a Page
In Microsoft Dynamics 365 Business Central (Customisation), how do I… Personalize Card Pages
In Microsoft Dynamics 365 Business Central (Customisation), how do I… Understand the Best Way of Customising a Card Page
In Microsoft Dynamics 365 Business Central (Customisation), how do I… Personalize the FactBox
In Microsoft Dynamics 365 Business Central (Customisation), how do I… Personalize the Action Bar
In Microsoft Dynamics 365 Business Central (Customisation), how do I… Understand the Best Way of Personalizing the Action Bar
In Microsoft Dynamics 365 Business Central (Customisation), how do I… Create Customizations for Other Users Using Profiles
In Microsoft Dynamics 365 Business Central (Customisation), how do I… Copy Profile Personalizations to Another Environment
In Microsoft Dynamics 365 Business Central (Customization), how do I… Understand the Difference Between Personalization vs. Design
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand the Chart of Accounts
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand G/L Account Categories and Subcategories
In Microsoft Dynamics 365 Business Central (Financial), how do I… Maintain G/L Account Categories
In Microsoft Dynamics 365 Business Central (Financial), how do I… Create a G/L Account
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand the Types of G/L Account Available
In Microsoft Dynamics 365 Business Central (Financial), how do I… Indent Chart of Accounts
In Microsoft Dynamics 365 Business Central (Finance), how do I… Understand Dimensions
In Microsoft Dynamics 365 Business Central (Financial), how do I… Maintain Dimensions
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand Global and Shortcut Dimensions
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand Default Dimensions and Priorities
In Microsoft Dynamics 365 Business Central (Financial), how do I… Configure Default Dimensions
In Microsoft Dynamics 365 Business Central (Financial), how do I… Configure Dimension Restrictions
In Microsoft Dynamics 365 Business Central (Financial), how do I… Configure Default Dimension Priorities
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand Dimension Combinations
In Microsoft Dynamics 365 Business Central (Financial), how do I… Configure Dimension Combination Blocks
In Microsoft Dynamics 365 Business Central (Financial), how do I… Configure Dimension Combination Limits
In Microsoft Dynamics 365 Business Central (Financial), how do I… Remove Dimension Combination
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand General Journal Templates and Batches
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand Dimension Sets
In Microsoft Dynamics 365 Business Central (Financial), how do I… Create a General Business Posting Group
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand Accounting Periods and Fiscal Years
In Microsoft Dynamics 365 Business Central (Financial), how do I… Create a General Product Posting Groups
In Microsoft Dynamics 365 Business Central (Financial), how do I… Create a New Fiscal Year
In Microsoft Dynamics 365 Business Central (Financial), how do I… Configure the General Posting Setup
In Microsoft Dynamics 365 Business Central (Financial), how do I… Manually Create a New Fiscal Year
In Microsoft Dynamics 365 Business Central (Financial), how do I… Close a Period
In Microsoft Dynamics 365 Business Central (Financial), how do I… Allow a User to Post into a Closed Period
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand the Recommended Steps for Closing a Period
In Microsoft Dynamics 365 Business Central (Financial), how do I… Close a Fiscal Year
In Microsoft Dynamics 365 Business Central (Financial), how do I… Close the Income Statement
In Microsoft Dynamics 365 Business Central (Financial), how do I… Stop People Posting to a Closed Fiscal Year
In Microsoft Dynamics 365 Business Central (Financial), how do I… Understand Why You Can Post to a Closed Year
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Locations
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Setup Inventory for Locations
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Create an Inventory Location
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Create an Inventory Posting Group
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Create the Inventory Posting Setup
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand the Difference Between Inventory and Warehouse Management
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Create a Warehouse User
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand the Different Levels of Inventory and Warehouse Management
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Basic Inventory
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Basic Inventory With Shelves
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Basic Inventory With Bins
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Enable Processing of Inventory Using Bins
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Add Bins to a Location
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process Stock Using Bins
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Create Bins in Bulk
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Configure Bin Contents
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Set Default Bin for Items
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Inventory Put-aways in Basic Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Configure Inventory Put-aways
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process an Inventory Put-away from the Source Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process Multiple Inventory Put-aways Using a Batch Job
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process an Inventory Put-away in Two Steps by Releasing the Source Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process an Inventory Put-away Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Inventory Picks in Basic Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Configure Inventory Picks
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process an Inventory Pick from the Source Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process Multiple Inventory Picks Using a Batch Job
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process an Inventory Pick in Two Steps by Releasing the Source Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Receipts in Basic Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process an Inventory Pick Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process a Receipt From the Source Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Configure Warehouse Receipts
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Post Receipt From a Warehouse Receipt Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Warehouse Receipts and Put-aways in Advanced Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Configure Warehouse Receipts and Put-aways in Advanced Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Post a Receipt From a Warehouse Receipt Document and Post Put-away From a Warehouse Put-away Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand the Warehouse Put-away Worksheet in Advanced Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Configure Warehouse Put-aways to Use the Put-away Worksheet in Advanced Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Create a Warehouse Put-away Worksheet Template
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Put-away Stock Using the Warehouse Put-away Worksheet
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Shipments in Basic Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process a Shipment from the Source Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Configure Warehouse Shipments
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Post Shipment From a Warehouse Shipment Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Warehouse Picks and Shipments in Advanced Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Configure Warehouse Picks and Shipments in Advanced Warehousing
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
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Use the Pick Worksheet for Warehouse Picks
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Prevent Negative Stock Levels
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Manage Consignment Stock at a Customer Location
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Manage Consignment Stock in My Warehouse
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Manage Stock On a Van
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Mass Insert Item Pictures
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Remove a Warehouse/Location from Use
Using Extended Texts In Microsoft Dynamics 365 Business Central: Add Extended Texts to Items
Using Extended Texts In Microsoft Dynamics 365 Business Central: Add Extended Texts to Stockkeepping Units
Using Extended Texts In Microsoft Dynamics 365 Business Central: Enable Item Extended Texts to be Added to Transactions Automatically
In Microsoft Dynamics 365 Business Central (Purchasing), how do I… Create a Vendor Posting Group
In Microsoft Dynamics 365 Business Central (Purchasing), how do I… Produce a Goods Received Not Invoiced Report
In Microsoft Dynamics 365 Business Central (Purchasing), how do I… Keep Invoiced Purchase Orders
In Microsoft Dynamics 365 Business Central (Purchasing), how do I… Understand Dates on Purchase Invoices
In Microsoft Dynamics 365 Business Central (Purchasing), how do I… Override VAT on a Purchase Invoice
In Microsoft Dynamics 365 Business Central (Purchasing), how do I… Assign Number Series in Purchasing
Using Extended Texts In Microsoft Dynamics 365 Business Central: Create a Purchasing Transaction with Manually Added Extended Texts
In Microsoft Dynamics 365 Business Central (Sales), how do I… Create a Customer Posting Group
In Microsoft Dynamics 365 Business Central (Sales), how do I… Produce a Goods Shipped Not Invoiced Report
In Microsoft Dynamics 365 Business Central (Sales), how do I… Keep Shipped Sales Orders
In Microsoft Dynamics 365 Business Central (Sales), how do I… Assign Number Series in Sales
Using Extended Texts In Microsoft Dynamics 365 Business Central: Create a Sales Transaction with Manually Added Extended Texts
In Microsoft Dynamics 365 Business Central (Power Automate), how do I… Understand For What Power Automate can be Used
In Microsoft Dynamics 365 Business Central (Power Automate), how do I… Know What Types of Flows Are Available
In Microsoft Dynamics 365 Business Central (Power Automate), how do I… Know What Actions Are Available with Power Automate
In Microsoft Dynamics 365 Business Central (Power Automate), how do I… Know What Triggers Are Available with Power Automate
In Microsoft Dynamics 365 Business Central (Power Automate), how do I… Know What Flow Templates Are Available from Microsoft
In Microsoft Dynamics 365 Business Central (Power Automate), how do I… Create Environment Variables for the Environment and Company
In Microsoft Dynamics 365 Business Central (Power Automate), how do I… Create a Flow For a Selected Record
In Microsoft Dynamics 365 Business Central (Power Automate), how do I… Create a New Cloud Instant Flow
In Microsoft Dynamics 365 Business Central (Power Automate Triggers), how do I… Create a Flow for when a Business Event Occurs
In Microsoft Dynamics 365 Business Central (Power Automate), how do I… An Alternative to Environment Variables
In Microsoft Dynamics 365 Business Central (Power Automate Triggers), how do I… Create a Flow for an Approval
In Microsoft Dynamics 365 Business Central (Power Automate Triggers), how do I… Create a Flow for a Record on Create
In Microsoft Dynamics 365 Business Central (Power Automate), how do I… Create a New Cloud Flow for Business Central From a Template
In Microsoft Dynamics 365 Business Central (Power Automate Triggers), how do I… Create a Flow for a Record on Delete
In Microsoft Dynamics 365 Business Central (Power Automate Triggers), how do I… Create a Flow for a Record on Modification
In Microsoft Dynamics 365 Business Central (Power Automate Triggers), how do I… Create a Flow for a Record Change
In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Understand Business Central Power Automate Actions
In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Use the "Get record V3" Action
In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Use the "Get url V3" Action
In the "For a selected Record V3" Microsoft Dynamics 365 Business Central Trigger in Power Automate, the Record URL is Avalable Without Using "Get url V3" Action
In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Use the "Find records V3" Action
In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Use the "Find One record V3" Action
In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Use the "Update Record V3" Action
In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Use the "Create Record V3" Action
In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Use the "Delete Record V3" Action
In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Use the "List Companies V3" Action
In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Use the "Run Action V3" Action
In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Use the "Get Adaptive Card V3" Action
In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Use the "Get an Image, File or Document V3" Action
In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Use the "Update an Image, File or Document V3" Action
In Microsoft Dynamics 365 Business Central (Development), how do I… How to Upload an Extension

In Microsoft Dynamics 365 Business Central (Power Automate), how do I…

In Microsoft Dynamics 365 Business Central (Power Automate), how do I…
In Microsoft Dynamics 365 Business Central (Power Automate), how do I… Understand For What Power Automate can be Used
In Microsoft Dynamics 365 Business Central (Power Automate), how do I… Know What Types of Flows Are Available
In Microsoft Dynamics 365 Business Central (Power Automate), how do I… Know What Actions Are Available with Power Automate
In Microsoft Dynamics 365 Business Central (Power Automate), how do I… Know What Triggers Are Available with Power Automate
In Microsoft Dynamics 365 Business Central (Power Automate), how do I… Know What Flow Templates Are Available from Microsoft
In Microsoft Dynamics 365 Business Central (Power Automate), how do I… Create Environment Variables for the Environment and Company
In Microsoft Dynamics 365 Business Central (Power Automate), how do I… Create a Flow For a Selected Record
In Microsoft Dynamics 365 Business Central (Power Automate), how do I… Create a New Cloud Instant Flow
In Microsoft Dynamics 365 Business Central (Power Automate Triggers), how do I… Create a Flow for when a Business Event Occurs
In Microsoft Dynamics 365 Business Central (Power Automate), how do I… An Alternative to Environment Variables
In Microsoft Dynamics 365 Business Central (Power Automate Triggers), how do I… Create a Flow for an Approval
In Microsoft Dynamics 365 Business Central (Power Automate Triggers), how do I… Create a Flow for a Record on Create
In Microsoft Dynamics 365 Business Central (Power Automate), how do I… Create a New Cloud Flow for Business Central From a Template
In Microsoft Dynamics 365 Business Central (Power Automate Triggers), how do I… Create a Flow for a Record on Delete
In Microsoft Dynamics 365 Business Central (Power Automate Triggers), how do I… Create a Flow for a Record on Modification
In Microsoft Dynamics 365 Business Central (Power Automate Triggers), how do I… Create a Flow for a Record Change
In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Understand Business Central Power Automate Actions
In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Use the "Get record V3" Action
In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Use the "Get url V3" Action
In the "For a selected Record V3" Microsoft Dynamics 365 Business Central Trigger in Power Automate, the Record URL is Avalable Without Using "Get url V3" Action
In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Use the "Find records V3" Action
In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Use the "Find One record V3" Action
In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Use the "Update Record V3" Action
In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Use the "Create Record V3" Action
In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Use the "Delete Record V3" Action
In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Use the "List Companies V3" Action
In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Use the "Run Action V3" Action
In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Use the "Get Adaptive Card V3" Action
In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Use the "Get an Image, File or Document V3" Action
In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Use the "Update an Image, File or Document V3" Action
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What is the Microsoft Power Platform?

Ian Grieve4 minute read0 comment

Power PlatformI’ve been posting about working with Power Automate in general and using it with Business Central for a while now, but I’ve never really explained the Power Platform, of which Power Automate is a part (although I did introduce Power Automate itself).

The Power Platform is a low-code platform for rapidly building customised end-to-end business solutions. Power Platform includes four main products, which can be used individually or together:

Power AppsPower AutomatePower BIPower Pages

  1. Power Apps – allows apps to be created which can be run on a browser or mobile device, they can be used by internal users.
  2. Power Automate (formerly Microsoft Flow) – automation of tasks and activities acorss numerous services using integrated or custom connectors.
  3. Power BI – business intelligence solution which provides interactive data visualization BI tools to help users visualize and share data and insights across their organization.
  4. Power Pages (formerly part of Power Apps until 2022) – secure, secure, enterprise-grade, low-code software as a service (SaaS) platform for creating, hosting, and administering modern external-facing business websites.

While Microsoft bill all parts of the Power Platform as low-code, I think that developers, or at least people with experience in programming, will find the logic patterns required to build flows easier to manage than someone without experience.

Certainly with Power Automate there are development principles which should be followed, such as Application Lifecycle Management which requires the use of solutions, separate environments for development, testing and production and use of child flows.

The other areas of Power Platform are very similar; organisations which allow a free for all in Power Platform are storing up a lot of trouble for the future.

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New Functionality In Microsoft Power Automate 2024 Wave 1: Scale Faster with Power Automate Process Mining Thin Client App

Ian Grieve3 minute read0 comment

Power AutomateThis post is part of the New Functionality In Microsoft Power Automate 2024 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Power Automate 2024 Wave 1.

The 2nd of the new functionality in the section is scale faster with Power Automate Process Mining thin client app.

The current Power Automate Process Mining desktop app requires that you download the process model to the client computer in order to work with it. This download puts specific requirements on the hardware resources on the client computer. To unblock your resources, you can use the Azure Process Intelligence Analytic Service instead. With this service, you can use a lightweight desktop app with a process intelligence engine without the need to download the process model. The functionality of the thin desktop application offers features that are identical to the previous full desktop app. This allows you to scale faster, it supports larger process models, and doesn’t put specific requirements on your client computers.

Enabled for: Admins, makers, marketers, or analysts, automatically
Public Preview: Sep 2024
Early Access: –
General Availability: Nov 2024

Feature Details

Process Intelligence Analytic Service offers analytical functions in the form of an Azure API. When the desktop application connects to Process Intelligence Analytic Service, you have access to the identical functionality as in the full Power Automate Process Mining desktop app.

With Power Automate Process Mining thin client app, there’s no need to:

  • Download the process model, which takes up your resources.
  • Fulfill special hardware requirements when working with large process models.
  • Install desktop application updates in case of analytical operation modifications.

Click to show/hide the New Functionality In Microsoft Power Automate 2024 Wave 1 Series Index

New Functionality In Microsoft Power Automate 2024 Wave 1
Use Generative AI to Achieve a Process in AI Flows
Receive Intelligent License Recommendations for Admins
Be More Productive with Power Automate and Excel Desktop
View a Power Automate Visual in a Power BI Report
Monitor Performance for Cloud and Desktop Flow Activities
Connect to Other Environments from the Microsoft Dataverse Connector
Push Cloud Flow Execution Data into Application Insights
Use Your Own Encryption Key for Encrypting Data At-Rest for Existing Environments
Create Power Automate Flows in Excel
View Two Action Properties Panes Simultaneously
Use Undo and Redo While You Build Cloud Flows in the Designer
Use Copy-Paste for Container Actions Like Scope, Condition, and Apply to Each
Use a Simplified OData Editor in Actions like Get Items and Get Files
Manage Unpublished Solution-Aware Cloud Flows Using Admin APIs
Cancel all Flow Runs for a Version of a Flow
Create a Flow on a File in Teams
Cloud Flows are Automatically Defined in Dataverse Solutions
Use Workflows on Calendar Events in Teams and Outlook
Create AI Flows in Power Automate
Use Copilot with French Language
Recommendations to Reassign Orphaned Cloud Flows
Generate Descriptions for Cloud Flows using AI
Use Flows with Connections from Users in Copilot Studio
Use Process Mining Microsoft 365 Personal Recommendations
Create and Edit Expressions with Copilot
Get Quick Insights and Recommendations in Copilot for Process Mining
Troubleshoot with Copilot for Cloud Flows Execution
Automate With Ease Using the AI Recorder
Enter into a Conversation-first Copilot Experience to Build Flows
Transform Scripting Using AI-driven Natural Language
Maximize Your Productivity with Generative Answers
Streamline Workflow Creation with the Next Best Action
Generate Flow Description Using AI
Use Natural Language to Create a Flow in Teams
Leverage Desktop Automation with the Power Automate Plugin for Windows Copilot
Set Up Fallback UI Automation Mechanism
Power Fx Integration with Power Automate for Desktop
Use Power Platform Connectors in Power Automate for Desktop Actions
Use CyberArk Credentials in Desktop Flow Connections
Use Azure Key Vault Credentials in Flow Connections
Connect Your Own Virtual Network with Hosted Machine Group
View Attended Desktop Flow Runs Using Picture-in-Picture Execution Mode
Self-heal UI and Browser Automation Actions at Execution with AI
Use the Run Power Fx Expression
Use Python v3 in Power Automate for Desktop
Use Machine to Credential Mapping in Desktop Flow Connections
Create a Reusable Collection of UI Elements
Use Customer-managed Encryption Key for Hosted RPA
Automation Center to Monitor and Manage All Your Automations and Related Assets
Trigger Attended Desktop Flows in Picture-in-Picture
Use Copilot in Automation Center to Analyze Cloud Flow Runs
Trigger Attended Desktop Flows in Picture-in-Picture Mode Through the Power Automate Console
Use Copilot in Automation Center to Analyze Desktop Flow Runs
Use Copilot in Automation Center to Analyze Work Queue Data
Use Copilot in Automation Center to Ask Power Automate Product Questions
Use New Data Table Actions
Use New Excel Actions in Power Automate for Desktop
Use the New Desktop Flow Running Timeout Property
Ingest Process Data from Customers' Data Lake
Scale Faster with Power Automate Process Mining Thin Client App
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New Functionality In Microsoft Power Automate 2024 Wave 1: Use the New Desktop Flow Running Timeout Property

Ian Grieve2 minute read0 comment

Power AutomateThis post is part of the New Functionality In Microsoft Power Automate 2024 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Power Automate 2024 Wave 1.

The 25th of the new functionality in the Desktop Flows section is Use the new desktop flow running timeout property.

This feature allows makers to set a maximum runtime for desktop flows. If this duration is exceeded, the flow will automatically time out and halt, ensuring that flows don’t run indefinitely or become unresponsive due to unforeseen conditions in the target application or potential infinite loops in the flow logic.

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

Feature Details

This setting is off by default but can be activated through a toggle in the Power Automate for desktop console. Once enabled, makers can define the maximum duration for the flow, using a format of hours, minutes, and seconds.

Click to show/hide the New Functionality In Microsoft Power Automate 2024 Wave 1 Series Index

New Functionality In Microsoft Power Automate 2024 Wave 1
Use Generative AI to Achieve a Process in AI Flows
Receive Intelligent License Recommendations for Admins
Be More Productive with Power Automate and Excel Desktop
View a Power Automate Visual in a Power BI Report
Monitor Performance for Cloud and Desktop Flow Activities
Connect to Other Environments from the Microsoft Dataverse Connector
Push Cloud Flow Execution Data into Application Insights
Use Your Own Encryption Key for Encrypting Data At-Rest for Existing Environments
Create Power Automate Flows in Excel
View Two Action Properties Panes Simultaneously
Use Undo and Redo While You Build Cloud Flows in the Designer
Use Copy-Paste for Container Actions Like Scope, Condition, and Apply to Each
Use a Simplified OData Editor in Actions like Get Items and Get Files
Manage Unpublished Solution-Aware Cloud Flows Using Admin APIs
Cancel all Flow Runs for a Version of a Flow
Create a Flow on a File in Teams
Cloud Flows are Automatically Defined in Dataverse Solutions
Use Workflows on Calendar Events in Teams and Outlook
Create AI Flows in Power Automate
Use Copilot with French Language
Recommendations to Reassign Orphaned Cloud Flows
Generate Descriptions for Cloud Flows using AI
Use Flows with Connections from Users in Copilot Studio
Use Process Mining Microsoft 365 Personal Recommendations
Create and Edit Expressions with Copilot
Get Quick Insights and Recommendations in Copilot for Process Mining
Troubleshoot with Copilot for Cloud Flows Execution
Automate With Ease Using the AI Recorder
Enter into a Conversation-first Copilot Experience to Build Flows
Transform Scripting Using AI-driven Natural Language
Maximize Your Productivity with Generative Answers
Streamline Workflow Creation with the Next Best Action
Generate Flow Description Using AI
Use Natural Language to Create a Flow in Teams
Leverage Desktop Automation with the Power Automate Plugin for Windows Copilot
Set Up Fallback UI Automation Mechanism
Power Fx Integration with Power Automate for Desktop
Use Power Platform Connectors in Power Automate for Desktop Actions
Use CyberArk Credentials in Desktop Flow Connections
Use Azure Key Vault Credentials in Flow Connections
Connect Your Own Virtual Network with Hosted Machine Group
View Attended Desktop Flow Runs Using Picture-in-Picture Execution Mode
Self-heal UI and Browser Automation Actions at Execution with AI
Use the Run Power Fx Expression
Use Python v3 in Power Automate for Desktop
Use Machine to Credential Mapping in Desktop Flow Connections
Create a Reusable Collection of UI Elements
Use Customer-managed Encryption Key for Hosted RPA
Automation Center to Monitor and Manage All Your Automations and Related Assets
Trigger Attended Desktop Flows in Picture-in-Picture
Use Copilot in Automation Center to Analyze Cloud Flow Runs
Trigger Attended Desktop Flows in Picture-in-Picture Mode Through the Power Automate Console
Use Copilot in Automation Center to Analyze Desktop Flow Runs
Use Copilot in Automation Center to Analyze Work Queue Data
Use Copilot in Automation Center to Ask Power Automate Product Questions
Use New Data Table Actions
Use New Excel Actions in Power Automate for Desktop
Use the New Desktop Flow Running Timeout Property
Ingest Process Data from Customers' Data Lake
Scale Faster with Power Automate Process Mining Thin Client App
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