Power Automate-D365 Workflow

This video shows how to use Power Automate in conjunction with Dynamics 365 Finance & Supply Chain Workflow
For more information check out my blog - www.danscorner.info

[@mohamedkhaledelgendy1347]

Hi Dan, thanks for such wonderful video. I have one question, I can not find "Complete Dynamics 365 F&O Workflow work item" in templates. I can only find "Send an email when a business event occurs" under dynamics 365 Finance and operations templates. My F&O environment is PU 40. Any Idea why I can not find such templates as in the video ?!

[@Dmarquesinfo]

For something kind not related... When you click Worflow History and opens on the side without leaving the Vendor invoice list page. How can I get that ? Min10

[@sksingh763]

wonderful

[@luvinsumlife]

Hi Dan this is a great video! Quick question is there a way to join a generate PO from a Purchase Req flow created in the send-out?

[@DansCorner365]

Possibly, I would need to understand the complete workflow you are looking for. It may be a combination of D365 workflow and Power Automate including using the business events.

[@Molton11]

Hello Dan, it gets more tricky if you want to include the invoice infromation such as amount, vendor name etc into the apporval message body as well as the attachment. If a manager should approve the invoice right in Teams they need to see what they are approving not just general info.

[@DansCorner365]

Molton, I would agree that it is trickier if you want all of that information in Teams. With the "deep link" that the template puts in the post, it is easy for the approver to return to the document in D365 where they would see the invoice assuming it was attached in D365. AP Vendor Invoice automation is an area that Microsoft is doing a lot of development around at this point, so I would expect to see changes to that specific process in the future.

[@ScatPackJack]

Hey Dan, great video. Having trouble kicking off my flow using a custom approve vendor invoice AP Workflow. Are you willing to help me diagnose the issue?

[@DansCorner365]

Are you getting an error or having a specific issue? Have you done custom X++ development around the workflow?