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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.

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 or entirely 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
Note: Let Microsoft Copilot take care of routine tasks! This is integrated into the Power Platform and supports you in the creation of flows. Simply describe what you need, have changes made to your flow or have questions about your flow answered. The copilot will help you.
Why Power Automate for Dynamics 365 Business Central?

These Are Your Benefits

Icon showing a human being
For Non-Techies

The creation of workflows does not require any programming or programming knowledge.

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Variety of Connectors

In a Power Automate workflow, you can easily link numerous connectors together.

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Multi-Stage Process

With Power Automate, you can link multiple tasks into an event-driven workflow.

Something for Everyone:

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).

From Theory to Practice:

Tutorial: The Power Automate Business Central Integration

In this short tutorial, we will create a simple flow that executes an action when the stock for a particular item falls below a certain quantity. In our example, the action is to send an email.

  • How do I start the application?

    Call up Power Automate and select Create new flow.

    Alternatively, you can open a page in Dynamics 365 Business Central. Use the three dots to select the option Automate > Power Automate > Create flow. At this point, you will be directed to Power Automate to create a new flow.

    In our tutorial, we take the first route via Power Automate. Either way, select the option to create a flow without a template.

    Creating a flow in Power Automate
    Creating a flow in Power Automate
  • How do I create the flow?

    Now assign a name for the flow and search for “Business Central” to view the available triggers. Select When a data record is changed.

    Assigning a flight name in Power Automate
    Assigning a flight name in Power Automate
  • How do I set up the flow?

    Next, you need to select the environment name (by default “Production”) and select your company. Select the company you want to use from the dropdown.

    As the stock level is to be checked in this example, select the “items” option in the table name field.

    Click on the + New step command to continue adding an action.

    Selecting a trigger in Power Automate
    Selecting a trigger in Power Automate
  • How do I add an action?

    Search for “Business Central” and select the action Retrieve record.

    In this step, fill in the Environment name, Company name and Table name fields again. In addition, select “Row ID” in the Number ID field by selecting dynamic content.

    Retrieving a data record in Power Automate
    Retrieving a data record in Power Automate
  • How do I add a second action (incl. condition)?

    Now add another step. In this step, we also define the condition for triggering the action. Select Control and then Condition as action.

    Selecting a condition in Power Automate
    Selecting a condition in Power Automate

    Now enter the following as the condition:

    • The “Number” option is selected as the value from the range of dynamic content.
    • Keep the option “is the same”.
    • Enter an article number as the second value. For example, we select the article number “1906-S”.

    Also configure what should happen if the condition is met (i.e. if the item’s data record is changed).

    Selecting a data record in Power Automate
    Selecting a data record in Power Automate

    Select Control again and then Condition.

    • Select the “Inventory” option from the dynamic content as the first value.
    • Define the condition “is less than”.
    • As the second value, select the quantity for which the e-mail is to be sent. The number 3 is selected as an example.

    The “If yes” condition must now be configured again. Here you select the Office 365 Outlook connector with the Send email action.

    Design a mail in Power Automate
    Design a mail in Power Automate
  • How do I design the e-mail?

    You can now design the e-mail to be sent. You can use the suggested dynamic content.

    Dynamic content in Power Automate
    Dynamic content in Power Automate
  • How do I save the flow?

    Now save the flow you have created. Your created flow is automatically tested in the flow check and any problems that occur are displayed. Note: In this example, it is sufficient to define the “If yes” conditions, as nothing should happen if the conditions are not met.

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:

  • Effort estimation of Freshdesk tickets

    Requirement of the customer: When entering an invoiced time in time recording, the effort estimate should be displayed to enable a comparison between actual and target effort.

    Solution: In Power Automate, the tickets can be called up in Freshdesk using an OpenAPI with the relevant information and loaded into an API in Business Central. This API is linked to the time recording via a development and the actual and target effort is displayed in a field whenever the corresponding ticket is entered.

    Effort estimation of Freshdesk tickets in Business Central (time recording) with Power Automate
    Effort estimation of Freshdesk tickets in Business Central (time recording) with Power Automate
  • Creation of files via the Flow with file storage in the cloud or on local servers

    Requirement of the customer: At the end of each working day, the shipping service provider requires a file in CSV format with all shipments containing information such as delivery address, weight, etc.

    Solution: The data is provided in Business Central in an API for Power Automate. It is then retrieved using Power Automate and saved in a CSV file. This is automatically sent to the shipping service provider by email every day.

    Creation of Excel, csv, PDF files (etc.) via the flow with file storage in the cloud or local servers
    Creation of Excel, csv, PDF files (etc.) via the flow with file storage in the cloud or local servers
  • Creation of a consignment bill

    Requirement of the customer: The shipping service provider requires a document that is handed over to the driver with the goods and contains the shipment information including the hazardous substances.

    Solution: A Word file containing placeholders is created and stored in an accessible location for the flow (e.g. OneDrive). The placeholders in the file are then filled with data from Business Central and the file is converted to PDF format.

    Creation of a consignment bill in Power Automate
    Creation of a consignment bill in Power Automate
  • Transfer of invoice documents to an SFTP server

    Requirement of the customer: Documents created from Business Central are to be transferred to a local server in PDF format.

    Solution: All documents that are posted in Business Central are recorded in an intermediate table including the PDF attachment. The Power Automate Flow goes through this table at a certain interval and retrieves all documents that have not yet been transferred. Using an action, it can retrieve the document in Business Central and save a file on the server with the file content of the attachment.

    Transfer of invoice documents to an SFTP server in Power Automate
    Transfer of invoice documents to an SFTP server in Power Automate
  • Automatic document storage in SharePoint

    Requirement of the customer: The posted documents from Business Central are to be transferred to SharePoint and saved in the customer folder provided for this purpose.

    Solution: Each time the Power Automate flow is executed, the SharePoint directory is checked to see whether a customer folder already exists for the document to be saved. If this is not the case, a new folder is automatically created and the document is saved in the corresponding folder.

    Automatic document storage in SharePoint with Power Automate
    Automatic document storage in SharePoint with Power Automate
  • Read files from storage location X and import them into Business Central

    Requirement of the customer: The shipping service provider stores a file in CSV format with shipment information on a local server that is to be processed in Business Central.

    Solution: The flow is triggered when a new file is saved in the folder on the local server. The flow can read the information via the separator in the file and save the data in an intermediate table in Business Central, which is then processed further in other tables.

    Read files from a storage location and import them into Business Central with Power Automate
    Read files from a storage location and import them into Business Central with Power Automate
  • Export data from Business Central and send by e-mail

    Requirement of the customer: At the end of each day, a customer requires a file in CSV format containing the stock quantity for specific items.

    Solution: The flow is triggered every day and retrieves the relevant data from Business Central and sends it by email.

    Export data from Business Central and send it by email with Power Automate
    Export data from Business Central and send it by email with Power Automate 
  • Restart of incorrect task queue items

    Requirement of the customer: Task queues that have generated an error message should be restarted automatically via a flow.

    Solution: The flow examines all erroneous task queue items at a certain interval and repeats them. If an error occurs again, a mail with the error code and the description of the task queue is sent to a responsible person.

    Restart of faulty task queue items in Power Automate
    Restart of faulty task queue items in Power Automate
  • Automatic filling of the Teams Planner

    Requirement of the customer: Assembly orders are to be organized with the help of Microsoft Planner.

    Solution: The assembly orders from Business Central are transferred to Microsoft Planner with information such as quantity, article, a link to Business Central or the document attachment. The tasks are grouped according to customers, which are automatically created when a new customer is added. When the task is completed, the flow automatically archives the information in a SharePoint list.

  • Automatically transfer tasks from Microsoft Planner to Outlook

    Requirement of the customer: The outstanding Planner tasks are to be sent to employees by e-mail.

    Solution: The flow checks at a certain time interval whether there are any incomplete tasks in the team’s Planner and then sends them with all the information to the employee concerned.

    Transfer tasks from Microsoft Planner to Outlook with Power Automate
    Transfer tasks from Microsoft Planner to Outlook with Power Automate
  • Automatically save Office 365 email attachments to OneDrive

    Requirement of the customer: Attachments of emails arriving from certain customers should be saved in the respective customer folder.

    Solution: The flow can be triggered whenever an email arrives in an Outlook mailbox. The email can then be read with the customer’s email address and matched with the information from Business Central in order to assign the customer folder in OneDrive. The attachment can be retrieved automatically and could be filtered by file name if required.

  • Automatically save answers from Microsoft Forms surveys in SharePoint

    Requirement of the customer: All customer responses should be listed in a SharePoint list.

    Solution: The Power Platform offers a standard action that allows the responses to be retrieved and made available in a SharePoint list accordingly.

  • Sending of automatic e-mails for Business Central events

    Requirement from the 1st customer: An email should be sent to the sales department when a customer is blocked in Dynamics 365 Business Central.

    Requirement from the 2nd customer: An email should be sent to the customer when a sales price is changed.

    Requirement from the 3rd customer: When sending a sales order, information about the delivery and tracking number should be provided.

    Solution: Provision of an API with the relevant information in Business Central so that Power Automate can retrieve the data. Then simply create an e-mail action that is filled with the data from the API.

See for Yourself:

Power Automate Can Do all of This

You are currently viewing a placeholder content from YouTube. To access the actual content, click the button below. Please note that doing so will share data with third-party providers.

More Information
Still Have Questions About Power Automate for Business Central?

Find Answers in the FAQ

  • What can Power Automate do?

    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.

  • What is Power Automate free?

    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.

  • What are the Power Automate costs?

    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.

  • Is Power Automate included in Office 365?

    Power Automate has been a fundamental component of Office 365 since March 2022.

  • How do I create a flow?

    • Automated mail when the stock falls below a certain quantity

      Let’s say you want to create a simple flow that executes an action when the stock for a particular item falls below a certain quantity. The action to be triggered would be to send an email. Here we go:

      • 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.

    • Automatically create sales orders in Microsoft Dynamics 365 Business Central as a task in Planner

      Let’s assume you want to create a flow to automatically create sales orders in Microsoft Dynamics 365 Business Central as tasks in Planner. You can see how this works in the following video:

      You are currently viewing a placeholder content from YouTube. To access the actual content, click the button below. Please note that doing so will share data with third-party providers.

      More Information

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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