In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Use the “Update an Image, File or Document V3” Action

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 12th action which is available is the Update an image, file or document (V3) one which allows you to update (but not insert) an image, file or document in Business Central. To insert a new image, file or document, you will need to use the Create record V3 action to create the file first and the use this update action to upload the actual image, file or document.

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 an Image, File or Document V3” Action”

In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… Use the “Get an Image, File or Document V3” Action

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 11th action which is available is the Get an image, file or document (V3) one which allows you to extract an mage, file or document from Business Central. This could be useful for things like extracting PDFs of invoices to OneDrive or SharePoint.

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 an Image, File or Document V3” Action”

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

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”

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

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”

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

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”

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

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”

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

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”

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

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”

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

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 4th action which is available is the Find one record (V3) one which will allow you to search for and return a single record. Previously, if you didn’t have the row Id you needed to use Find recods V3 to search for the records, although you could add a top 1 to limit the return, you still had to manage the return as if there were multiple records; as of the 2024 Wave 1 release, this Find one record V3 action has been made available; the returned data is much simpler to handle, being more along the lines of that returned by the Get record V3 action.

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 “Find One record V3” Action”

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

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 third action which is available is the Find records (V3) one which allows you to select and return multiple records; this can be useful for processing multiple customers or vendors and/or selecting multiple documents.

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 “Find records V3” Action”