Category: Power Automate

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2023 Wave 1.

The third of the new functionality in the Adapt faster with Microsoft Power Platform section is New Approval Workflow Experience With Power Automate Templates.

Advanced and flexible approval workflows don’t need to be complex. Business owners or decision makers can choose from multiple templates when they set up approval workflows in Business Central.

Enabled for: Users, automatically
Public Preview: Mar 2023
General Availability: Apr 2023

Feature Details

Business Central online customers who use Power Automate to run document approval workflows are able to do so easily with this release. Several actions linked to workflow approvals and Power Automate have been improved with additional support for selecting one of many templates for each document type. Users and decisions makers can use Power Automate to run approval and take advantage of the rich experience:

• Define workflows tied to a selected Business Central environment and company.
• Approve documents using mobile devices.
• Approve documents using Microsoft Teams.
• Support a chain of approvers and additional input.

Continue reading “New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 1: New Approval Workflow Experience With Power Automate Templates”

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2023 Wave 1.

The first of the new functionality in the Adapt faster with Microsoft Power Platform section is Use Business Events To Notify And Trigger External Systems.

Business events provide partners and customers a mechanism for notifying and triggering their external systems from the Business Central application, so their systems can react and perform actions in response. For example, they can use Power Automate to subscribe to events on Business Central and react on other Dynamics 365 and partner (non-Microsoft) applications.

Enabled for: Users by admins, makers, or analysts
Public Preview: Apr 2023
General Availability: –

Feature Details

Business events provide more business context for changes that occur or actions that are performed on Business Central. These changes and actions might involve data CUD (create/update/delete) operations. They often occur or are performed within the familiar business processes, such as “procure-to-pay,” “quote-to-cash,” and so on—the context of which makes it easier for business users and citizen developers to use Power Automate to react and perform actions on external systems in response.

For example, they can create a flow with a Dataverse connector and use the When an action is performed trigger to select the Dynamics 365 Business Central catalog, Quote-to-Cash category, and OnSalesInvoicePosted action/business event, so that the flow will be triggered whenever a sales invoice is posted. The next steps in the flow can then be performed to retrieve and process the invoice—for example, by sending it to a government-regulated e-invoicing service.

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2022 Wave 2 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2022 Wave 2.

The fourth of the new functionality in the Microsoft Power Platform section is Use a Power Automate flow to notify Business Central of Dataverse entity changes.

Getting new data, or updates to existing data, to Business Central quickly is vital in some business scenarios. This is particularly true in scenarios that include integrations to e-commerce systems. Scheduled data synchronization just doesn’t meet the bar in today’s fast-paced world. This capability enables Business Central to immediately pick up data that’s added or changed in Dataverse or Dynamics 365 Sales.

Enabled for: users, automatically
General Availability: October 2022

You can now notify Business Central of changes that occur in specific entities in Microsoft Dataverse. To trigger such changes, you’ll need to do the following:

Create a Power Automate automated cloud flow that is triggered when changes are detected in standard or custom entities that are being synchronized.

Diagram showing the automated cloud flow used to notify Business Central of changes in Dataverse.

Use the Power Automate automated cloud flow to notify Business Central by using the dataverseEntityChanges API to create a record. The API is located in microsoft/dataverse/v1.0. When Business Central receives the notification, it will pick up the new or changed records in the entities you’re tracking.

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2022 Wave 2 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2022 Wave 2.

The third of the new functionality in the Microsoft Power Platform section is Switch Power Automate features on or off.

A new Automate group that was introduced in the previous release was hidden under a feature management flag per the standard process.

In this release, the Automate group appears on most pages because the feature flag has been removed. The appearance of the Automate group could lead to questions from administrators and users who aren’t interested in Automate. As a result, a new setting is available to customers that lets them opt out of Automate. Also, individual users can be “opted out” by using a new permission entry for Automate.

Enabled for: users, automatically
General Availability: October 2022

When a user signs in to the new company for the first time, this feature displays the Get started with Power Automate action in the Automate” group.

The Get started with Power Automate action opens a new wizard that consists of some onboarding information and links and the necessary privacy notice. When accepted by the administrator, all the users will be able to see the Automate group and actions coming from defined flows.

In addition, an individual user’s access can be controlled by a new system permission Allow Action Automate and a ready-to-use permission set AUTOMATE – EXEC. Revoking this permission from a given user or role will hide the Automate group and prohibit running the actions created with Power Automate.

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2022 Wave 2 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2022 Wave 2.

The first of the new functionality in the Microsoft Power Platform section is personalize and design the Automate actions in the web client.

Giving users freedom and flexibility in designing and adjusting their workspace is essential for productivity in the cloud.

Enabled for: users, automatically
General Availability: October 2022

Actions added in the new Automate action group in the action bar now rely on personalization or designer, so that they can be moved, promoted, or hidden.

This applies to personalizing for a single user, customizing user profiles for user groups, or designing a global customization (page extension) for the whole company.

In addition, Power Automate-bound actions can be added to AL extensions (see the Development category for more).

This way, actions created by citizen developers using Power Automate flows are prioritized on the action bar, allowing for easy no-code integration, and the new AL “customAction” is handled by the platform.