Power Automate in Business Central Approval Workflows and More

  Рет қаралды 2,059

Innovia Consulting

Innovia Consulting

Күн бұрын

Originally introduced to Business Central in 2019, Power Automate helps streamline business processes in your ERP system that otherwise require human interaction. It’s visible on nearly every page within Business Central, but, like many other elements of Business Central, many users don’t know how to use it because they were never shown how.
This is your opportunity to learn how you can streamline some of your processes in Business Central using instant and automated Power Automate flows, some of which don’t even require you to leave Business Central!
This presentation aims to show you how easy it is to start optimizing your business processes in Business Central. While you may not walk away from this webinar as an expert, I’m confident you will understand the process enough that you can easily start creating simple flows on your own.
Learning Objectives:
• Understand the different types of Power Automate flows available in Business Central
• Understand the Approval User Setup in Business Central as it relates to Power Automate Approval Workflows
• Understand the components of a Power Automate Approval Workflow and be able to create one independently

Пікірлер: 4
@TreasurerTBAFC
@TreasurerTBAFC 5 ай бұрын
Great video, question, what if I want the approver in the user approval setup to receive the approver request notification? For example, Employee A approver will be different to Employee B's approver, we would want that to be a dynamic function in the who approves the purchase order.
@GalenNorman
@GalenNorman 2 ай бұрын
Apologies for the delay in responding, but the short answer is yes. Since this video was produced, Microsoft has released a "Get direct approver" step that allows the requestor's direct approver to become dynamic content later in the flow. This eliminates the ability to direct requests to individuals if you require approvals to go to specific individuals who many not be higher in the chain than the requestor's direct approver, but that's not always necessarily a problem.
@maryzimbro947
@maryzimbro947 3 ай бұрын
dataverse
@GalenNorman
@GalenNorman 2 ай бұрын
Would you mind clarifying what you'd like to know? I'd be more than happy to assist.
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