Category: Power Automate

New Functionality In Microsoft Power Automate 2024 Wave 2: Connect To Other Environments From The Microsoft Dataverse Connector

Ian Grieve2 minute read1 Comment

Power AutomateThis post is part of the New Functionality In Microsoft Power Automate 2024 Wave 2 series in which I am taking a look at the new functionality introduced in Microsoft Power Automate 2024 Wave 2.

The 6th of the new functionality in the Cloud flows section is connect to other environments from the Microsoft Dataverse connector.

Users can create flows that combine data and perform operations across different Microsoft Dataverse databases.

Enabled for: Admins, makers, marketers, or analysts, automatically
Public Preview:  Nov 12, 2023
General Availability: Nov 2024

Feature Details

Currently, you must use the Microsoft Dataverse (legacy) connector to connect to environments outside of the current environment. With this feature, you can connect to other environments from the Microsoft Dataverse connector’s actions and triggers.

My Opinion

It is not unusual for Microsoft Dynamics 365 Business Central clients to have more than one production environment, so this looks like it could be very useful.

Click to show/hide the New Functionality In Microsoft Power Automate 2024 Wave 2 Series Index

New Functionality In Microsoft Power Automate 2024 Wave 2
Use Generative AI To Achieve A Process In AI Flows
Create Power Automate Flows In Excel
Run A Cloud Flow For More Than 30 Days Per Invocation
Be More Productive With Power Automate And Excel Desktop
Use Workflows On Calendar Events In Teams and Outlook
Monitor Performance For Cloud and Desktop Flow Activities In Automation Center
Connect To Other Environments From The Microsoft Dataverse Connector
Create A Flow On a File In Teams
Create And Edit Expressions With Copilot
Use Undo And Redo While You Build Cloud Flows In The Designer
Receive Intelligent License Recommendations For Admins
Recommendations To Reassign Orphaned Cloud Flows
Use Your Own Key To Encrypt Data At-Rest For Environments
Create Generative Actions In Cloud Flows
Cloud Flows Are Automatically Defined In Dataverse Solutions
Updated Browse Connectors Pane In Cloud Flows
Use Copilot To Analyze Automation Activity
Generate Flow Description Using AI
Automate With Ease Using The AI Recorder
Transform Scripting Using AI-Driven Natural Language
Maximize Your Productivity With Generative Answers
Use Natural Language To Create A Flow In Teams
Regenerate a Variation of a Flow in Copilot
Get Increased Accuracy In Responses From Copilot
Copilot Provides More Accurate Answers To Questions
Use Cyberark Credentials In Desktop Flow Connections
Monitor, Manage Your Automations And Related Assets
Use Copilot To Analyze Cloud Flow Runs
Use Copilot To Analyze Desktop Flow Runs
Use Copilot To Analyze Work Queue Data
Use Copilot To Ask Power Automate Product Questions
Self-Heal UI And Browser Automation Actions at Execution With AI
Power Fx Integration With Power Automate For Desktop
Use Machine To Credential Mapping In Desktop Flow Connections
Connect Your Own Virtual Network With Hosted Machine Group
View Progressive Logging For Desktop Flows
Integrate Cloud Connectors Into Desktop Flows Via The Assets Library
Enable Dark Mode In Power Automate For Desktop
Describe Flow Actions With Copilot
Use Your Voice To Interact With Copilot
Use Certificate-Based Authentication in Desktop Flow Connections
Secure Credential Retrieval In Power Automate For Desktop
Scale Faster With Process Mining Thin Client App
Process Mining Process Simulations
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New Functionality In Microsoft Power Automate 2024 Wave 2: Monitor Performance For Cloud and Desktop Flow Activities In Automation Center

Ian Grieve2 minute read0 comment

Power AutomateThis post is part of the New Functionality In Microsoft Power Automate 2024 Wave 2 series in which I am taking a look at the new functionality introduced in Microsoft Power Automate 2024 Wave 2.

The 5th of the new functionality in the Cloud flows section is monitor performance for cloud and desktop flow activities in Automation Center.

You can use a central consolidated view to monitor and understand the executions across cloud and desktop flows.

Enabled for: Admins, makers, marketers, or analysts, automatically
Public Preview:  Jun 5, 2024
General Availability: Nov 2024

Feature Details

With this feature, you have a single consolidated view to understand the automation performance across your cloud and desktop flows. This feature enables you to:

  • Understand the top trends across all of your automation assets (for example, success and failure) across different time periods.
  • Understand top errors and their trends.
  • Understand top flows with specific errors.
  • Seamlessly switch between cloud and desktop flows activity.

Click to show/hide the New Functionality In Microsoft Power Automate 2024 Wave 2 Series Index

New Functionality In Microsoft Power Automate 2024 Wave 2
Use Generative AI To Achieve A Process In AI Flows
Create Power Automate Flows In Excel
Run A Cloud Flow For More Than 30 Days Per Invocation
Be More Productive With Power Automate And Excel Desktop
Use Workflows On Calendar Events In Teams and Outlook
Monitor Performance For Cloud and Desktop Flow Activities In Automation Center
Connect To Other Environments From The Microsoft Dataverse Connector
Create A Flow On a File In Teams
Create And Edit Expressions With Copilot
Use Undo And Redo While You Build Cloud Flows In The Designer
Receive Intelligent License Recommendations For Admins
Recommendations To Reassign Orphaned Cloud Flows
Use Your Own Key To Encrypt Data At-Rest For Environments
Create Generative Actions In Cloud Flows
Cloud Flows Are Automatically Defined In Dataverse Solutions
Updated Browse Connectors Pane In Cloud Flows
Use Copilot To Analyze Automation Activity
Generate Flow Description Using AI
Automate With Ease Using The AI Recorder
Transform Scripting Using AI-Driven Natural Language
Maximize Your Productivity With Generative Answers
Use Natural Language To Create A Flow In Teams
Regenerate a Variation of a Flow in Copilot
Get Increased Accuracy In Responses From Copilot
Copilot Provides More Accurate Answers To Questions
Use Cyberark Credentials In Desktop Flow Connections
Monitor, Manage Your Automations And Related Assets
Use Copilot To Analyze Cloud Flow Runs
Use Copilot To Analyze Desktop Flow Runs
Use Copilot To Analyze Work Queue Data
Use Copilot To Ask Power Automate Product Questions
Self-Heal UI And Browser Automation Actions at Execution With AI
Power Fx Integration With Power Automate For Desktop
Use Machine To Credential Mapping In Desktop Flow Connections
Connect Your Own Virtual Network With Hosted Machine Group
View Progressive Logging For Desktop Flows
Integrate Cloud Connectors Into Desktop Flows Via The Assets Library
Enable Dark Mode In Power Automate For Desktop
Describe Flow Actions With Copilot
Use Your Voice To Interact With Copilot
Use Certificate-Based Authentication in Desktop Flow Connections
Secure Credential Retrieval In Power Automate For Desktop
Scale Faster With Process Mining Thin Client App
Process Mining Process Simulations
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In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Use the “Get Adaptive Card V3” Action

Ian Grieve3 minute read0 comment

Microsoft Dynamics 365 Business CentralThis article is part of the In Microsoft Dynamics 365 Business Central (Power Automate Actions), 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 actions available in Power Automate for Business Central which allow specific actions against the data of Business Central to be performed from within Power Automate.

The 10th action which is available is the Get adaptive card (V3) one which allows you to create an adaptive card which you can use in Teams or elsewhere. This is a new action, introduced in the 2-23 Wave 1 release.

Within a flow, click the add action button; search for Business Central and select the Business Central icon (make sure you select the SaaS one, which is a dark colour instead of the on-premises one which is mainly white):

Choose an action dialog with Business Central in the search results

Continue reading “In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Use the “Get Adaptive Card V3” Action”

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New Functionality In Microsoft Power Automate 2024 Wave 2: Use Workflows On Calendar Events In Teams and Outlook

Ian Grieve2 minute read0 comment

Power AutomateThis post is part of the New Functionality In Microsoft Power Automate 2024 Wave 2 series in which I am taking a look at the new functionality introduced in Microsoft Power Automate 2024 Wave 2.

The 4th of the new functionality in the Cloud flows section is use workflows on calendar events in Teams and Outlook.

You can boost productivity with calendar-related templates to get ideas for scenarios you might be interested in.

Enabled for: Users, automatically
Public Preview: –
General Availability: Oct 2024

Feature Details

This feature allows you to create flows on existing and new calendar events. For example, you can configure a flow that is triggered to run at the start or end of a meeting.

Click to show/hide the New Functionality In Microsoft Power Automate 2024 Wave 2 Series Index

New Functionality In Microsoft Power Automate 2024 Wave 2
Use Generative AI To Achieve A Process In AI Flows
Create Power Automate Flows In Excel
Run A Cloud Flow For More Than 30 Days Per Invocation
Be More Productive With Power Automate And Excel Desktop
Use Workflows On Calendar Events In Teams and Outlook
Monitor Performance For Cloud and Desktop Flow Activities In Automation Center
Connect To Other Environments From The Microsoft Dataverse Connector
Create A Flow On a File In Teams
Create And Edit Expressions With Copilot
Use Undo And Redo While You Build Cloud Flows In The Designer
Receive Intelligent License Recommendations For Admins
Recommendations To Reassign Orphaned Cloud Flows
Use Your Own Key To Encrypt Data At-Rest For Environments
Create Generative Actions In Cloud Flows
Cloud Flows Are Automatically Defined In Dataverse Solutions
Updated Browse Connectors Pane In Cloud Flows
Use Copilot To Analyze Automation Activity
Generate Flow Description Using AI
Automate With Ease Using The AI Recorder
Transform Scripting Using AI-Driven Natural Language
Maximize Your Productivity With Generative Answers
Use Natural Language To Create A Flow In Teams
Regenerate a Variation of a Flow in Copilot
Get Increased Accuracy In Responses From Copilot
Copilot Provides More Accurate Answers To Questions
Use Cyberark Credentials In Desktop Flow Connections
Monitor, Manage Your Automations And Related Assets
Use Copilot To Analyze Cloud Flow Runs
Use Copilot To Analyze Desktop Flow Runs
Use Copilot To Analyze Work Queue Data
Use Copilot To Ask Power Automate Product Questions
Self-Heal UI And Browser Automation Actions at Execution With AI
Power Fx Integration With Power Automate For Desktop
Use Machine To Credential Mapping In Desktop Flow Connections
Connect Your Own Virtual Network With Hosted Machine Group
View Progressive Logging For Desktop Flows
Integrate Cloud Connectors Into Desktop Flows Via The Assets Library
Enable Dark Mode In Power Automate For Desktop
Describe Flow Actions With Copilot
Use Your Voice To Interact With Copilot
Use Certificate-Based Authentication in Desktop Flow Connections
Secure Credential Retrieval In Power Automate For Desktop
Scale Faster With Process Mining Thin Client App
Process Mining Process Simulations
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In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Use the “Run Action V3” Action

Ian Grieve3 minute read0 comment

Microsoft Dynamics 365 Business CentralThis article is part of the In Microsoft Dynamics 365 Business Central (Power Automate Actions), 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 actions available in Power Automate for Business Central which allow specific actions against the data of Business Central to be performed from within Power Automate.

The 9th action which is available is the Run action (V3) one which allows you to run actions against records in Business Central, including posting journals, receiving and invoicing purchase orders, posting sales invoices and more.

Within a flow, click the add action button; search for Business Central and select the Business Central icon (make sure you select the SaaS one, which is a dark colour instead of the on-premises one which is mainly white):

Choose an action dialog with Business Central in the search results

Continue reading “In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Use the “Run Action V3” Action”

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In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Use the “List Companies V3” Action

Ian Grieve2 minute read0 comment

Microsoft Dynamics 365 Business CentralThis article is part of the In Microsoft Dynamics 365 Business Central (Power Automate Actions), 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 actions available in Power Automate for Business Central which allow specific actions against the data of Business Central to be performed from within Power Automate.

The 8th action which is available is the List companies (V3) one which was only made available in the 2023 Wave 2 release and allows you to get all companies in a given environment.

Within a flow, click the add action button; search for Business Central and select the Business Central icon (make sure you select the SaaS one, which is a dark colour instead of the on-premises one which is mainly white):

Choose an action dialog with Business Central in the search results

Continue reading “In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Use the “List Companies V3” Action”

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In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Use the “Delete Record V3” Action

Ian Grieve2 minute read0 comment

Microsoft Dynamics 365 Business CentralThis article is part of the In Microsoft Dynamics 365 Business Central (Power Automate Actions), 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 actions available in Power Automate for Business Central which allow specific actions against the data of Business Central to be performed from within Power Automate.

The 7th action which is available is the Delete record (V3) one which will delete records in Business Central.

Within a flow, click the add action button; search for Business Central and select the Business Central icon (make sure you select the SaaS one, which is a dark colour instead of the on-premises one which is mainly white):

Choose an action dialog with Business Central in the search results

Continue reading “In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Use the “Delete Record V3” Action”

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In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Use the “Create Record V3” Action

Ian Grieve2 minute read0 comment

Microsoft Dynamics 365 Business CentralThis article is part of the In Microsoft Dynamics 365 Business Central (Power Automate Actions), 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 actions available in Power Automate for Business Central which allow specific actions against the data of Business Central to be performed from within Power Automate.

The 6th action which is available is the Create record (V3) one which allows you to create new records in Business Central from a Power Automate flow.

Within a flow, click the add action button; search for Business Central and select the Business Central icon (make sure you select the SaaS one, which is a dark colour instead of the on-premises one which is mainly white):

Choose an action dialog with Business Central in the search results

Continue reading “In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Use the “Create Record V3” Action”

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New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 2: Start Creating Power Automate Flows With Copilot

Ian Grieve5 minute read0 comment

Microsoft Dynamics 365 Business CentralThis post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 2 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2024 Wave 2.

The 10th of the new functionality in the Copilot and AI innovation section is start creating Power Automate flows with Copilot.

Copilot is the AI-powered work assistant that boosts creativity and improves productivity for small and medium-sized organizations.

Building Power Automate flows without predefined templates can be a mundane and complicated process. With Copilot in Power Automate, this process is much smoother because flows can be built based on just the natural language input from the user.

Enabled for: Users, automatically
Public Preview: Dec 2024
General Availability: –

Feature Details

This feature integrates Copilot in Power Automate with Business Central so that you can start creating automation flows based on natural language. When such flows are opened in Power Automate for further refinement, you can take advantage of the Copilot experience in Power Automate.

Copilot in Power Automate allows open-ended and conversational experiences while authoring flows that use your Business Central data. You can ask questions and get assistance to improve and change those flows. Copilot stays with you in your flow and helps you build, set up, and run an automation on your behalf through a comfortable chat experience. Copilot takes your input and provides either documentation, links, or answers in the Copilot chat pane. But most importantly, it makes changes to the structure of the flow based on your natural language description.

This feature helps you streamline business processes and improve productivity by shortening the path to automation.

note Note

  • This feature will be made available later in 2024 release wave 1 as a production-ready preview for production and sandbox environments based on the English language in the US region.
  • Production-ready previews are subject to supplemental terms of use. For more information, see Supplemental terms of use for Dynamics 365 preview.
  • While in preview, this feature is available in English only. When using other languages, users must change their language in the My Settings page to experience this feature.
  • This feature needs to be enabled in Feature Management.
  • AI-generated content may be incorrect.

My Opinion

I have never had much success with Copilots in Business Central or Power Automate, so I struggle to get excited about announcements of improvements. I’d be interested in hearing from anyone who has used them to success.

Click to show/hide the New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 2 Series Index

New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 2
Auto-Apply Templates When You Synchronize Data With Dataverse
Use New Reports And Demo Data for Financial Reporting
Manage Subscription Billing and Revenue and Expense Recognition
Integrate Field Service with Service Management
Archive Service Management Documents
View Item Availability in Field Service Work Orders
Export Posted Sales Invoices to Shopify
Replenish Items for Projects
Reconcile Payment Transactions in Shopify with Invoices
Use Directed Put-Away and Pick Warehouses with Projects
Capture Data from E-Docs with Azure AI Document Intelligence
Add Invoice and Receipt Documents to E-Documents in Bulk
Import, Export Product Info Using Shopify Metafields
Define Shipping Information For Shopify Shipping Fees
Enable Locations In Shopify Refunds
See Improved Usability For Service And Projects
Allow More Than One User To Post Warehouse Entries at a Time
Add An Item As A Shopify Variant
Use Excel Reports For Consolidation And Fixed Assets
Synchronize Product Translations To Shopify
Use Specific Prices And Discounts When Synchronizing Prices In Shopify
Add Extended Text To Project Planning Lines
Use A Default Quantity Of 1 For Accounts On Documents
Stay Current With Shopify Connector
Analyze Fixed Asset And Subscription Billing In Power BI
Use Refreshed Demo Data For Sustainability
Suggest Number Series with Copilot
Chat with Copilot and Learn to Use Installed Add-On Apps
Complete Bank Account Reconciliation Faster with Copilot
Create Product Information Faster with Copilot
Summarize Any Record with Copilot
Experience Enhancements to Analysis Assist with Copilot
Start Using Copilot Without Having to Set Things Up
Create Sales Lines Easily with Copilot
Automate Tests for Your Copilot Extensions with the Business Central Test Toolkit
Start Creating Power Automate Flows With Copilot
Raise Awareness Of Copilot Actions On Card, Document, And Listplus Pages
Display Errors And Messages In Copilot Prompt Dialogs
Experience Enhancements To Chat With Copilot
Get Usage Telemetry On Copilot Extensions As An ISV
Use Copilot With Agent Capabilities To Automate Sales Order-Taking
Start Using Integration with IRS for 1099 Submissions
Start Using E-Documents Framework Localized for Germany
Enable Additional Countries and Regions
Show Features With Demo Dataset For Czechia
Deferral Accounting – Posting The Original Amount As Correction – Czechia
Posting Of Alternative Customer-Vendor Posting Groups – Czechia
Calculate And Post Vat Settlement By Activity Code – Italy
Advance Letters With Reverse Charge – Czechia
Vat Return Feature Now Available – Czechia
Include Employee Transactions In Exchange Rate Adjustment Report – Czechia
Improve Vat Reporting And Adjustments – Czechia
Allocations Functionality In Cash Desks – Czechia
Sales Advance From The Project – Czechia
Enable Use Of Other Currencies – Czechia
Submit IRS 1099 Forms Electronically To IRIS
Use The E-Documents Framework In The Spanish Version
Use Updated Saf-T 1.3 In Norway
E-File IRS 1099 Forms Without Integration
Set Up Easier In-Client Performance Profiling with Rules
Use the Ternary Operator when Coding in the AL Language
Pull Extension Source from GitHub when Opening Visual Studio Code from the Web Client
Use the 'This' Keyword for CodeUnit Self Reference
Restore Extensions if Publishing from Visual Studio Code Fails
Use Improved Features for Report Documents
Package Resources in Extensions and Access from AL
Run Code Action for 'With' for File, Project, or Workspace
Type Testing and Casting Operators for Interfaces
Extend Al Interfaces
Extend and Customize Profiles from Other Extensions
Remove Friction When Working With External App Dependencies
Specify And Use Full-Text Search Indexes On Table Fields
Run Page Scripts In Pipelines For Automated Testing
Manage Environment Updates More Flexibly
Migrate Record Links and Notes with Cloud Migration Tooling
Manage Per-Tenant Extensions in Admin Center
View App Compatibility with Future Versions in Admin Center
Get Notified About Issues with Job Queue Background Processing
Get List of Manageable Environments for Microsoft Entra Apps
Support IPv6 for Enhanced Security and Scalability
Encrypt Data At-Rest With Customer-Managed Encryption Key
Get External Notifications When Job Queue Entries Fail
Use E-Documents with Power Automate
Use Multiple VAT Numbers for a Customer
Achieve Sustainability Scorecards and Goals
Navigate the Sustainability Manager Role Center with Ease
Add Attachments When You Send Electronic Documents
Record Greenhouse Gas Emissions Using Purchase Invoices
Report Sustainability Entries with Financial Reports
Use New Service Providers in the E-Documents Framework
Purchase Carbon Credits
Enable Internal Carbon Fee Calculation in Sustainability
Track Sustainability Certificates For Items And Vendors
Use Multiple Subcategories For One Sustainability Account
Use Embedded Power Bi Reports Out Of The Box
Do Ad Hoc Analysis On Fixed Assets, Projects, And Services
Use Advanced Settings In The Power Bi Connector
Use Built-In Named Formulas In Excel Layouts
Access Keys with Key Tips In More Languages
Use Drag and Drop On File Upload Dialog to Attach Multiple Files
Resize Columns Even when Personalization isn't Enabled
Change The Data Search Method In Lists
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In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Use the “Update Record V3” Action

Ian Grieve2 minute read0 comment

Microsoft Dynamics 365 Business CentralThis article is part of the In Microsoft Dynamics 365 Business Central (Power Automate Actions), 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 actions available in Power Automate for Business Central which allow specific actions against the data of Business Central to be performed from within Power Automate.

The 5th action which is available is the Update record (V3) one which allows existing records to be updated.

Within a flow, click the add action button; search for Business Central and select the Business Central icon (make sure you select the SaaS one, which is a dark colour instead of the on-premises one which is mainly white):

Choose an action dialog with Business Central in the search results

Continue reading “In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Use the “Update Record V3” Action”

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