How to Use Power Automate with Customer Credit Template in Business Central

I want to show you how easy it is to use power automate in Dynamics 365 business Central. We’re going to use templates. I’m going to show you two templates so let’s take a look at it.

Template 1: Notification in Teams for Customer Exceeding Credit Limit

We’re going to look at the templates themselves, where we get those, how we use them. The first one has to do with creating a notification in teams about a customer exceeding their credit limit.

First of all, I want to go to Power automate. Let’s do that. Power automate’s right here and I want to look up the templates. Click on templates and we’ll search the templates. I’ve got a number of templates that have already been created, many of them by Microsoft, and I can use these easily with Dynamics 365 business Central. Here’s the one I want to use right here. I’ll click on that. It’s going to involve two connectors, one with business Central and the second one with teams. You can see that right here. If I scroll down, I can see that I’m already logged in so I’m going to continue.

It wants some information about my business Central environment so I can easily Supply that. This is a production environment. Here’s the team to which it’s going to be posted in teams and I have a specific Channel already set up. Let’s click on that and now it’s going to create it. So here’s my flow and power automate. Let’s go back to business Central and test this. Let’s look at our customers first. Here’s my customer list and you can see I’ve got credit limits already set up for these customers. Let’s pick Central coaster wineries here and we’ll create an invoice and push it through, post it, and this should trigger the power automate flow.

Let’s go ahead and do that. Here’s my client here. Let’s create a document. Let’s create a sales invoice. We’ll send some desks out so the total is $77,000 on this invoice. This will trigger the power automate flow. So let’s go ahead and post that. Now let’s go to teams and see what’s happened. Here’s my teams right here. This is the channel that I set up the connector to teams to include in this particular flow and you can see that it worked. I created this card in teams about this client sent when that client went over the credit limit. We click on details. It’ll open up business Central and go right to that card. There’s the card there. This is an easy way to create an alert in business Central and have the notification go to teams. I could also have this go to email or SharePoint. If we go back to this flow, we can see that has been activated. You can see it’s activated successfully. We just looked at the results. Let’s take a quick look at the flow itself. We can see the different components here. These are all included in the template and all we needed to do was log into business Central and also log into teams and tell which channel we wanted the notification to go to. This is easy.

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Template 2: Notification in Teams for Unblocked Customer

Let’s take a look at another template that we can use in power automate. This is going to look at data in business Central. It’s going to look for a change on the customer record. So let’s do that. Go back up the templates here and we’ll look for business Central and unblocked. I’ve got this template here and what this will do is when a customer that’s been blocked, in other words they can’t do business in my company in business Central, and then they become unblocked because someone unchecks that particular field in the customer record, then this flow will be activated and I’ll get the results in teams.

Let’s select this. You can see the two connectors. I’m already signed in. I’ll just hit continue. Again, it wants to know what my environment is. It’s a production environment. Going to choose the team I’m in. Let’s use the same channel. Let’s create that. And now I’ve got another flow right. This one is ready to to go. It’s based on a template. We can look at my flows here and we’ve got the two that we just added. So let’s go back to business Central. Let’s use this customer record right here. This customer is currently blocked. It’s blocked for all activity and what we want to do is unblock this particular customer. So let’s do that. The record’s automatically saved by business Central. We can get out of here. Let’s go to teams. Go to my teams. We’ll go to my channel here and we can see the card here that includes the notification that this specific customer was unblocked in business Central.

Conclusion

This is another example of how I can put an alert in business Central and I can use power automate to notify me and other people on my team in different ways about something that’s happening in business Central. These are pretty easy to do. We used templates in power automate, used two having to do with credit limits for customers and also a being blocked and unblocked. These are simple. They’re easy to use. If you haven’t used power automate yet, I suggest that you try these out. They’re easy to put into your system and see how they work and I’m sure you’ll find many other uses for this type of functionality in business Central.

Power automate allows you to create alerts in business Central and other applications and then send notifications to various areas. It can be teams, which we showed you, it can be also email, it can be SharePoint. There’s a number of different ways that you can connect that data from business Central and show notifications in other apps.