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Using Power Automate with Dynamics 365 F&O - Finance and Operations

  Рет қаралды 15,107

DynamicsCon hosted by Dynamics User Group

DynamicsCon hosted by Dynamics User Group

Күн бұрын

You know Power Automate connects with D365 F&O, but you are not sure how you might use it? In this session we will look at a few examples that will hopefully you give you some ideas.
Use Power Automate to create a workflow for new customers that need credit team approval.
Use Power Automate to create a workflow for new vendors to get W9 or tax information.
Use Power Automate to create a journal entry from Excel getting approval before anything is entered in D365.
Presented by Dan Edwards
View presentation materials here: dynamicscon.co...
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Пікірлер: 5
@surfing_doc
@surfing_doc 6 ай бұрын
Very helpful. I will try to set up several workflows based on your Video Thx
@joshuababel3431
@joshuababel3431 Жыл бұрын
Is there any chance to get the slidedeck? Link in description is not helpful. Thanks in advance! :)
@SirWaitting
@SirWaitting Жыл бұрын
Hi, master thank you for your wonderful video. I trying to create a flow to create a record on D365FO using create record action in power automate. But I cannot find the D365FO instance in the instance list of power automate. Do you know why?
@user-rb5or9ho2m
@user-rb5or9ho2m Жыл бұрын
Hi master thank you for your video and knowledge sharing. by the way can you guide me when I wish to delete items in sharepoint when Item in D365 deleted how should i do?
@adamcarri6511
@adamcarri6511 2 жыл бұрын
fantastic video. hoping you can guide me. after pasting in the Json. from that step my process isn't the same, when i add an condition - 'add dynamic content' is blank. do you know why this might be?
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