OneByte: Confirming purchase orders through D365 F&O with Power Automate and Microsoft Teams | OnActuate
 In A-ERP

 

Imagine being able to automate your tasks and workflows across multiple connected platforms for a simple, and holistic business process. No need to imagine with Microsoft Power Automate! In this OneByte article, we’ll explore how to link Power Automate to your Dynamics 365 and Microsoft Teams.

What is Microsoft Power Automate?

Microsoft Power Automate, formerly called Microsoft Flow, is cloud-based software that allows employees to create and automate workflows and tasks across multiple applications and services without help from developers. Automated workflows are called flows. To create a flow, the user specifies what action should take place when a specific event occurs.

Setting up the scenario

In this how-to article, we will confirm a purchase order in Microsoft Dynamics 365 Finance and Operations (D365 F&O) and send line details to a channel in Microsoft Teams using Power Automate.

Example of a flow

Step 1: Choose a trigger.

Select the details as shown in below screenshot.

Step 2: Parse the JSON output.

Select the ‘Body’ from Step 1.

Step 3: Select the header entity for the triggered record.

Filter the record of the entity using shown value below.

Step 4: Initialize ‘email body’ variable.

Step 5: Use ‘Apply for each’ header record.

This is the final block which takes ‘value’ of the step 3 as input.

Step 6: Get all line records related to the triggered Purchase Order.

Step 7: Select the required fields.

Step 8: Create HTML table.

Select the output from previous step.

Step 9: Select compose.

Step 10: Set ‘Email body’ variable.

Step 11: Post the message in the Microsoft Teams group.

Testing

  • Confirm a purchase order from D365 F&O.

  • Receive the record in Microsoft Teams.

That’s how you confirm a purchase order through Microsoft Teams using Microsoft Automate on D365 F&O. By automating simple tasks, you can save on time and streamline your business processes for a more efficient and effective work environment.

 

About the expert

Sumit Sharma, Consultant, OnActuate

Sumit is a Microsoft Dynamics 365 certified professional with 6 years of development experience in AX 2009 and 2012, and D365 F&SC. Sumit also has expertise in SSRS reports, data entities, deployment activities, RSAT, Power BI, and customizations of tables, forms, batch jobs, and security.

The “OneByte” blog series are technical how-to articles by OnActuate’s expert consultants covering Microsoft Business Applications (Microsoft Dynamics, Power Platform) and related technologies. Have a topic you’d like to learn more about? Email us at info@onactuate.com!

 

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