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Using the D365 Finance & Operations Connector within PowerAutomate (Flow)

  Рет қаралды 4,972

Juliaj87

Juliaj87

Күн бұрын

In this video I talk about the FinOps Connector and the different Actions/Triggers that we can use!
**UPDATE** You can use the filter of "contains" with the FinOps Connector! I haven't been keeping up to date!!! To do this you want to put the following in the filter field:
contains(FIELDNAME,'whatyouwanttosearchfor')
not contains(FIELDNAME,'whatyouwanttosearchfor')
Links Mentioned:
Filtering Blog: dynamicsfinchi...
This blog whilst it mentions D365 CE - the filter commands still apply for FinOps: diyd365.com/20...
Odata: docs.microsoft...
Business Events 1: • Microsoft Dynamics 365...
Business Events 2: • Everything Dynamics ...

Пікірлер: 10
@kameshk6188
@kameshk6188 2 жыл бұрын
Hi, Please post more videos as your explanations are too good.
@sandesh1869
@sandesh1869 3 жыл бұрын
Hey Julia, this is a very helpful instruction video. Thank you :)
@simonColding-qc1rw
@simonColding-qc1rw 3 ай бұрын
Hi, I'm trying to use the lists items present in table, how do you filter with a yes and no option `?
@benjaminlahsen6721
@benjaminlahsen6721 Жыл бұрын
Hello! Thanks for the content. I have a question regarding the action 'Update record'. Do you know if there is any limitation depending on the enviorment that it is in use? For example I am trying to change the lifecycle state of a work order from the module Asset Managment with a flow that I created in a default enviorment. Also, the ERP that I am focusing on is not a production enviorment. I am recive the following error: An error has occurred. update not allowed for field 'WorkOrderTypeId'. This field is mandatory and cannot be changed, that is why I give the exact same value. I really appreciate your help.
@chettivenu6791
@chettivenu6791 Жыл бұрын
I am trying to do the same example but it is not taking instance.can you please provide me definite solution ?
@venkatadileep3221
@venkatadileep3221 6 ай бұрын
Did you got any solution?
@sandesh1869
@sandesh1869 3 жыл бұрын
Hi Julia, hope you are doing good. I have a question. I have few environments in my tenant. But they aren't visible in my automate flows. What's your thoughts on this? Thanks
@SeemaYadav-lj6qm
@SeemaYadav-lj6qm 2 жыл бұрын
How to pass custom name on instance instead of url
@thefamousdjx
@thefamousdjx 2 жыл бұрын
Can this be used to export an invoice as pdf?
@juliaj8784
@juliaj8784 2 жыл бұрын
In theory yes!!! But if you are using D365FO there are ways to get the invoice automatically in PDF format instead?
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