Tag: Microsoft Power Automate 2024 Wave 1

I am writing a few related series at the moment, includong In Microsoft Dynamics 365 Business Central (Power Automate Actions), how do I… which is 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.

Yesterday, I posted at article about using the Get url (V3) action, but realised after posting that the URL for the record from the trigger is available without using this action.

I’m not sure if this is new or if I’ve previously just missed that it was there. In the Dynamic content[/b] available to actions for the For a selected record (V3) trigger:

This means that for this trigger type, if you want a drill down to the record in the trigger, then you an just use this dynamic content instead of having to use the Get url V3 action.

Continue reading “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”

This 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 second action which is available is the Get url (V3) one which creates the URL which can be sent in an email, Teams message or other communication. When clicked, the Business Central page for the selected record will be opened (presupposes that the receiving user has a Business Central licence.

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):

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

This 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 first action which is available is the Get record (V3) one which reads the details of the requested record.

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):

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

This 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.

While a Power Automate flow can only have one trigger, a flow will consist of multiple actions. Actions can be from a mix of types, but the Business Central ones will usually have several different ones used.

This is because they each target a different type of action; once a flow has been triggered, you’ll usually want to get the related record (e.g. the vendor to be approved, the item which has been changes), generate the URL for a drill back into Business Central from the approval email or Teams message, and then, perhaps create, delete or update a record. There are very few flows I’ve created which did not use two or (usually) more Business Central actions.

Over this short series of articles, I’ll be taking a look at how each of the actions is added to a flow and configured, but the articles will pretty much stand alone. This is sort of how they’d work in the real work anyway, with parameters from one possibly being used in the other and I will cover the parameters in the articles.

This 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.

I’m going to take a look through the actions 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:

This 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 changed (V3). This trigger works when a record is changed within Business Central; in this context changed is different to modified, for which there is also a trigger.

Changed means a record has been created, deleted or modified; it is a combination of the three triggers covered in the previous articles of this triggers sub-series.

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 changed (V3). Click Create:

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

This 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:

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

This 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:

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

This 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:

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