OneByte: How to Send Sales Orders to Teams via Power Automate in D365 BC | OnActuate
 In A-How To, Microsoft Dynamics 365

Microsoft Power Automate is a low-code, no-code automation service for repetitive tasks. It allows business users to design and implement automated workflows and processes that connect various data sources across different business applications and cloud services, both inside and outside of Microsoft products. 

How Power Automate works with Dynamics 365 Business Central 

When paired with Microsoft Dynamics 365 Business Central, Power Automate can help streamline a wide range of business processes. Common use cases include: 

  • Automate financial and operational processes
  • Integrate with other applications 
  • Approval workflows 
  • Notifications and alerts 
  • Data synchronization 

In this blog, we’ll walk through how to create a Power Automate flow that sends a Sales Order Released notification directly to a Microsoft Teams group. 

1. Create a Power Automate Flow and choose Flow Trigger.

2. Select an Environment and Event.

3. Select Initialized variable threshold.

4. Select Full Sales Order Record.

5. Check the total amount for conditions. 

6.Create and send the Microsoft Teams notification.

7. Here is what the successful Microsoft Teams notification looks like for this scenario: 

By following these steps, you’ve now created a Power Automate flow that automatically sends a notification to your Microsoft Teams group when a sales order is released in Dynamics 365 Business Central. This type of automation not only saves time but also ensures that key team members stay informed and can act quickly when needed. 

About the expert

 

  Ashish Kumar Bhardwaj, D365 Business Central Technical Consultant, OnActuate   

Ashish has over 8+ years of experience in Microsoft technologies, with expertise in release management, development across Dynamics NAV and Business Central, reporting, deployments, and post-go-live support. He holds MB-800 and MB-820 certifications. 

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

Additionally, you can also read…

OneByte: Using AI-powered Microsoft Copilot in Business Central for Sales Order Creations OneByte: 3 Ways to Access the Business Central and Microsoft Teams Integration

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