Automate Processes
With the Microsoft Power Automate workflow tool for Dynamics 365 Business Central, you can automate regular, recurring processes.
Tiresome Routine Tasks Are
Your Challenge without Power Automate
Recurring routine tasks take up a lot of time. That’s annoying and nobody needs that. In addition, careless mistakes can easily be made under stress, resulting in even more work. Finally, it can quickly become frustrating for employees to only have to complete repetitive and tedious tasks. Don’t let that happen. You don’t have to and you don’t need to.
What you should ask yourself: Can you afford to allow careless mistakes to happen, employees to be dissatisfied and other value-adding tasks to be neglected?
More Time, fewer Errors and more Satisfaction
Through the Solution: Power Automate
What is Power Automate? Microsoft Power Automate (formerly Flow) is a practical workflow tool that allows you to easily automate regular, recurring routine tasks into workflows. Workflows can range from individual tasks (e.g., notifications) to extensive systems (e.g., complex approval processes). Any logic can be created to automatically execute upon certain events. And the best part: you don’t need any programming skills.
By using the robotic process automation (RPA) of Power Automate, you can partially (attended RPA) or entirely (unattended RPA) free your team from routine tasks. Software bots are trained to perform the labor-intensive, repetitive, manual tasks. Two types are distinguished:
- Attended RPA (partial automation): Human intervention is necessary to trigger actions or reactions
- Unattended RPA (full automation): No human intervention is required
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More Information
Several Types:
4 Types of Power Automate Workflows
In just a few clicks, you can create your workflows either from an empty flow app based on a connector (list of connectors) or from one of Microsoft’s many templates. You also only need to specify once which services should communicate with each other.
Automated Flows
Create event-driven flows in Microsoft Power Automate to create workflows that automatically execute one or more tasks after they are triggered by an event.
Planned Flows
Create a flow in Power Automate that executes one or more tasks (e.g., report by email) at a specific time. On a specified date or after a number of days.
Business Process Flows
Create a business process flow in Power Automate, which allows you to define sequences of steps that people need to perform to achieve a desired result (example: order processing).
Button flows
Create a button flow in Power Automate that allows you to easily execute tasks anytime/anywhere from your mobile device (example: button that sends email to group of people).
Power Automate Examples:
Examples from Practice for Power Automate for Dynamics 365 Business Central
Power Automate for Dynamics 365 Business Central can be used for a wide variety of scenarios. We have put together some Microsoft Power Automate examples for you, in which you will certainly recognize yourself with your wishes:
- Automatically transfer tasks from Microsoft Planner to Outlook
- Automatically save Office 365 email attachments to OneDrive
- Receive push notifications for emails from management
- Automatically save responses from Microsoft Forms surveys to SharePoint
- Create a task in Planner when a new sales order is created in Business Central
- Send an email to the sales team when a customer is blocked in Dynamics 365 Business Central
- Send an email to customers when a sales price is changed
- Inform about delivery and tracking number when sending a sales order
Why Power Automate for Dynamics 365 Business Central?
These Are Your Benefits
For Non-Techies
The creation of workflows does not require any programming or programming knowledge.
Variety of Connectors
In a Power Automate workflow, you can easily link numerous connectors together.
Multi-Stage Process
With Power Automate, you can link multiple tasks into an event-driven workflow.
Still Have Questions About Power Automate for Business Central?
Find Answers in the FAQ
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With the help of Microsoft Power Automate (formerly Microsoft Flow), you can automate regular, recurring processes and routine tasks easily and conveniently using workflows. Workflows range from individual tasks (e.g., notifications) to extensive systems (e.g., complex approval processes). And the best thing about it: you don’t need any programming knowledge (low-code application). In just a few clicks, you can create your workflows either from an empty Flow app based on a connector (list of connectors) or from one of the many Microsoft templates.
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Microsoft Power Automate free enables limited testing of Power Automate. Every user can test Power Automate Free for 90 days. The service is free of charge. This means that there are no fees for the licenses.
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You can try Power Automate for free for 90 days. The cost of Power Automate thereafter depends on whether you choose to license the product per user or per flow, and on the duration of your subscription (annual or monthly). You can find the prices for these options on our Prices page.
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Power Automate has been a fundamental component of Office 365 since March 2022.
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- Access Power Automate and select Create a new flow. Alternatively, in Dynamics 365 Business Central, navigate to a page. Select Automate > Power Automate > Create flow from the three dots menu. At this point, you will be redirected to Power Automate to create a new flow. You can choose to create a flow without a template.
- Assign a name to the flow.
- Search for available triggers by searching for “Business Central” and select the trigger “When a record is modified”.
- Next, choose the Environment name (default is “Production”) and your company. Select your company from the dropdown list.
- Now select the table. Since we want to check our inventory, we would need to choose the option “items” in the Table name field.
- Then, you can add an action by clicking the + New step command.
- Continue by searching for “Business Central” and selecting the action Get record. In this step, fill in the Environment name, Company name, and Table name fields again. Additionally, in the Record number field, choose “Row ID” from the dynamic content selection.
- Now, you can also define additional actions. In this step, we will also set the condition to trigger the action. Select Control > Condition as the action.
- Next, you can design the email to be sent, utilizing the suggested dynamic content.
- Finally, save the created flow. In the flow checker, your created flow will be automatically tested, and any issues that arise will be displayed.
Note: In this example, it is sufficient to define the “Yes” conditions, as nothing should happen if the conditions are not met.
Part of the Microsoft Power Platform:
Microsoft Power Automate for Dynamics 365 Business Central
Microsoft Power Automate is one of the components of the Microsoft Power platform alongside Microsoft Power BI, Microsoft Power Apps and Microsoft Power Pages. The core functionality of the application is to create semi-automated workflows.
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