MADIC dynamics Knowledge Hub Webinars: Extending Business Central with Power Automate

MADIC dynamicsIn our most recent webinar here at MADIC dynamics, we took a look at Extending Business Central with Power Automate.

If you want to catch up on this webinar, you can do so here.

What is Power Automate? ^

Power Automate is part of the Power Platform from Microsoft.

Power Platform is a collection of services which allow organisations to build their own solutions through low- or no-code services, such as Power BI (reporting), Power Apps (custom apps), Power Pages (websites) and Power Automate (automation). The idea is that they are low- or no-code and therefore do not require a developer to build the solution, and also allow for more rapid building than traditional applications, websites or other extensions.

We looked specifically at Power Automate in this webinar; Power Automate lets users create automated workflows between applications and services, allowing for repetitive business processes such as communications and approvals, to be automated.

As a relevant aside, I am currently writing two series of articles on Power Automate; the first is Working with Power Automate and the second is In Microsoft Dynamics 365 Business Central (Power Automate), how do I…. There is a large overlap between articles in those two series and this webinar, so I will be linking to the series where possible.

Types of Cloud Flow ^

There are four types of cloud flow available with Power Automate in combination with Business Central.

In the Microsoft documentation, they only show three types of cloud flow, but I always include the fourth, approvals, as this constitutes a large segment of the flows used by clients on Business Central, for users who have decided that the standard workflows don’t provide the flexibility required.

Icons for cloud flow types

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Working with Power Automate Child Flows: Test the Parent/Child Flow Examples

Power AutomateThis article is part of the Working with Power Automate Child Flows series and of the larger Working with Power Automate series I am writing on my experiences working with the Power Automate, which is part of the Power Platform from Microsoft. I also have a related series of articles on Power Automate with Microsoft Dynamics 365 BC.

With the child and parent flow examples created, they can now be tested. As the example parent flow, is an instant flow, to run the flow, go to the My flows page, select the parent flow in the list and click the button:

My flows page with the example parent flow button selected

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Working with Power Automate Child Flows: Add a Child Flow To a Parent Flow

Power AutomateThis article is part of the Working with Power Automate Child Flows series and of the larger Working with Power Automate series I am writing on my experiences working with the Power Automate, which is part of the Power Platform from Microsoft. I also have a related series of articles on Power Automate with Microsoft Dynamics 365 BC.

With the child flow created and the run-only users setting changed, we can add the child flow to parent flows. In this article, I am going to create an example flow which prompts the user for a message which is passed into the child flow and then receives back and emails an output message from the child flow.

The parent calling a child flow, can be any type of flow, but for this example, I am creating an instant cloud flow. Do this by opening your solution and clicking New » Automation » Cloud flow » Instant:

Solution page with the new flow menu open

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Working with Power Automate Child Flows: Change Run Only Users For Child Flow

Power AutomateThis article is part of the Working with Power Automate Child Flows series and of the larger Working with Power Automate series I am writing on my experiences working with the Power Automate, which is part of the Power Platform from Microsoft. I also have a related series of articles on Power Automate with Microsoft Dynamics 365 BC.

After creating a child flow, there is one setting in the flow which needs to be set. This is to change the Run only users setting. Do this, by opening the flow to see the details and clicking the Edit button in the Run only users box in the lower right corner of the page:

Child flow detail page with Run only users section ringed

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Working with Power Automate Child Flows: Create a Child Flow

Power AutomateThis article is part of the Working with Power Automate Child Flows series and of the larger Working with Power Automate series I am writing on my experiences working with the Power Automate, which is part of the Power Platform from Microsoft. I also have a related series of articles on Power Automate with Microsoft Dynamics 365 BC.

Child flows in Power Automate are quite easy to create and there is actually very little difference between creating a child flow and a normal flow; the main difference is actually in the final step of the child flow. In this example, I’m going to create a simple child flow, including a step to send an email, just to show a complete flow.

Child flows are created as instant cloud flows. To create a child flow, open your solution and click New » Automation » Cloud flow » Instant:

Power Automate Solution page with the menu open to create a new Instant cloud flow

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MADIC dynamics Knowledge Hub Webinar on Tuesday 19th March 2024: Extending Business Central with Power Automate

MADIC dynamicsHere at MADIC dynamics we will be presenting a Knowledge Hub Webinar at 1400 UK time on Tuesday.

Learn how Business Central can be extended with Power Automate, from approvals to process automation to document distribution and more.

The webinar is open to everyone who wants to sign up and join:

No march-2024 events found.

Working with Power Automate Child Flows: What are Child Flows?

Power AutomateThis article is part of the Working with Power Automate Child Flows series and of the larger Working with Power Automate series I am writing on my experiences working with the Power Automate, which is part of the Power Platform from Microsoft. I also have a related series of articles on Power Automate with Microsoft Dynamics 365 BC.

As I mentioned in the article on managing large flows in Power Automate, there are two ways of managing large flows by breaking them down; the first is using scopes which allow you to segment a large flow into different sections, but this approach keeps the flow as one large flow and does retain some of the problems inherent in doing this.

The second approach is to break the large flow up into a number of child flows. This method forms part of a typical approach to ALM (application lifecycle management). As well as allowing you to break a flow down into multiple smaller flows, making them easier to understand and maintain, the child flowa approach means these smaller child flows become reusable, so you can use them again and again within different flows without needing to create the same set of steps within every flow. This can be very useful when creating a set of flows with similar purpose, such as a suite of approval workflows, where you need to check the users automatic reply settings on their mailbox to see if a delegation is required.

This re-usability is a key reason why child flows should be used wherever a set of steps would otherwise need to be replicated; by creating and calling the child flow each time, instead of replicating the steps, it is easier to maintain if changes are required in future, but also means there can be no variance in the logic which is applied to this set of repeatable steps.

There are some potential issues around using child flows, which it is probably worth mentioning:

  • Child flows are only available within a solution (technically there is a way to use them outside of a solution, but all your flows should be within a solution anyway as part of ALM and deployment to production via a managed solution.
  • Child flows are only accessible from within the solution they were created, so you can;t deploy two solutions and have them access the child flow.
  • Related to the above point, if you want to use the same child flow in a second solution, you need to manually recreate it as a new child flow within the second solution, as it likely won’t work correctly if you import it (the same is true of the parent flow calling the child).
  • Input variables can be passed from the parent flow to the child flow; if you need a lot of parameters passing in, then creating them as an array

As with much else around Power Automate flows, proper planning and design is required before you start building the flows.

Working with Power Automate

Working with Power Automate
What is Power Automate?
What Type of Flow Are Available?
What Type of Cloud Flows Are Available?
Power Automate with Business Central
Working with Power Automate Solutions: What Are Solutions?
Working with Power Automate Solutions: What Types of Solution Are There?
Working with Power Automate Solutions: What is a Solution Publisher?
Working with Power Automate Solutions: Create a Solution Publisher
Working with Power Automate Solutions: Create a Solution
Working with Power Automate Solutions: Publish a Solution
Working with Power Automate Solutions: Version Numbering for Solutions
Working with Power Automate Solutions: Exporting An Unmanaged Solution
Working with Power Automate Solutions: Importing An Unmanaged Solution
Working with Power Automate Solutions: Exporting A Managed Solution
Working with Power Automate Solutions: Importing A Managed Solution
Working with Power Automate Solutions: Change the Managed Properties of a Solution Component
Create a Visio Diagram of a Flow
What Are Environment Variables and Why Should They be Used?
Create an Environment Variable
Create a New Cloud Flow From a Template
Managing Large Flows
What is a Scope?
Example of How to Use a Scope
Best Practice For Using Scopes
Working with Power Automate Child Flows: What are Child Flows?
Working with Power Automate Child Flows: Create a Child Flow
Working with Power Automate Child Flows: Change Run Only Users For Child Flow
Working with Power Automate Child Flows: Add a Child Flow To a Parent Flow
Working with Power Automate Child Flows: Test the Parent/Child Flow Examples
Working with Power Automate Child Flows: Error Encountered Saving a Flow Which Calls a Child Flow
Working with Power Automate Child Flows: Error Encountered With Surprise Extra Parameters for a Child Flow
Calculate 30 Days Ago

Working with Power Automate Child Flows: Series Index

Power AutomateAs I have a number of articles to write on Power Automate child flows, I’ve decided to break these out into a sub-series of the main Working with Power Automate series; they will appear as posts within both series in the order written, so you can easily access and read them from within either.

The series index, below, will automatically update if you’re reading the original article on azurecurve | Ramblings of an IT Professional. If you’re reading elsewhere, the original article, which will update automatically is here.

Working with Power Automate Child Flows
What are Child Flows?
Create a Child Flow
Change Run Only Users For Child Flow
Add a Child Flow To a Parent Flow
Test the Parent/Child Flow Examples
Error Encountered Saving a Flow Which Calls a Child Flow
Error Encountered With Surprise Extra Parameters for a Child Flow

New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 1: Find a Matching Record in a Power Automate Flow

Microsoft Dynamics 365 Business CentralThis post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2024 Wave 1.

The 5th of the new functionality in the Adapt faster with Power Platform section is find a matching record in a Power Automate flow.

Using Power Automate to build flows is already relatively easy, but from time to time, makers are stumbling into this common element of a given process: querying Business Central for a single record that matches certain criteria.

Enabled for: Users, automatically
Public Preview: Apr 2024
General Availability: Apr 2024

Feature Details

Currently, the Find records action always returns a collection or list of records, even if there’s only one record that matches specific criteria, such as the unique record ID. The current action also requires that Power Automate makers understand the syntax of the OData query.

The new Find one record action not only lets makers find a single record that matches their criteria, but also gives them a more friendly user interface to provide parameters and define conditions.

Makers can select several conditions for various fields in the requested API, add sorting conditions so that the proper record is found, and the Power Automate connector transforms these settings into an OData query.

Finding a single record also ensures that all subsequent actions in the flow can operate on it, without requiring the Apply to each loop.

note Note

This feature is only available in Business Central online, but it’s in the Power Platform connector so it’s backward compatible with all supported versions of Business Central.

A new Find one record action in Power Automate connector

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Working with Power Automate: Best Practice For Using Scopes

Power AutomateThis article is part of the Working with Power Automate series I am writing on my experiences working with the Power Automate, which is part of the Power Platform from Microsoft. I also have a related series of articles on Power Automate with Microsoft Dynamics 365 BC.

Over the last couple of articles of this series, I’ve described scopes and shown how they are used.

That’s fine for the basics, but there are a few best practices I try to follow when I use them.

Not everything needs to be in a scope, so try to avoid going overboard. I would only add a scope when there are several related items, such as the document handling on OneDrive I showed in the example article I linked above.

Actions I would not put into a scope would include loops (called Apply to each in Power Automate) and calls to child flows (called Run a Child Flow) as well as the responses to a child flow.

Like all actions, I would recommend renaming the scope action to include a brief description of what the combined actions in the flow are doing and if more detail is required add a note, which is done by clicking the ellipsis button on the scope heading and clicking Add a note.

Working with Power Automate

Working with Power Automate
What is Power Automate?
What Type of Flow Are Available?
What Type of Cloud Flows Are Available?
Power Automate with Business Central
Working with Power Automate Solutions: What Are Solutions?
Working with Power Automate Solutions: What Types of Solution Are There?
Working with Power Automate Solutions: What is a Solution Publisher?
Working with Power Automate Solutions: Create a Solution Publisher
Working with Power Automate Solutions: Create a Solution
Working with Power Automate Solutions: Publish a Solution
Working with Power Automate Solutions: Version Numbering for Solutions
Working with Power Automate Solutions: Exporting An Unmanaged Solution
Working with Power Automate Solutions: Importing An Unmanaged Solution
Working with Power Automate Solutions: Exporting A Managed Solution
Working with Power Automate Solutions: Importing A Managed Solution
Working with Power Automate Solutions: Change the Managed Properties of a Solution Component
Create a Visio Diagram of a Flow
What Are Environment Variables and Why Should They be Used?
Create an Environment Variable
Create a New Cloud Flow From a Template
Managing Large Flows
What is a Scope?
Example of How to Use a Scope
Best Practice For Using Scopes
Working with Power Automate Child Flows: What are Child Flows?
Working with Power Automate Child Flows: Create a Child Flow
Working with Power Automate Child Flows: Change Run Only Users For Child Flow
Working with Power Automate Child Flows: Add a Child Flow To a Parent Flow
Working with Power Automate Child Flows: Test the Parent/Child Flow Examples
Working with Power Automate Child Flows: Error Encountered Saving a Flow Which Calls a Child Flow
Working with Power Automate Child Flows: Error Encountered With Surprise Extra Parameters for a Child Flow
Calculate 30 Days Ago