Using Business Central in an Automated Workflow

You can use your Business Central data as part of a workflow in Microsoft Flow.

Note

In addition to Microsoft Flow, you can use the Workflow functionality within Business Central. Note that although they are two separate workflow systems, any Flow template that you create with Microsoft Flow is added to the list of workflows within Business Central. For more information, see Workflow.

Note

You must have a valid account with Business Central and with Flow.

To add Business Central as a data source in Flow

  1. In your browser, navigate to flow.microsoft.com, and then sign in.

  2. Choose My Flows from the ribbon at the top of the page.

  3. There are 3 ways to create a Flow; Start from template, Start from blank, and Start from a connector. A template is a predefined Flow that has been created for you. To use a template, simply select it and create a connection for each service the template uses. With the Start from blank and Start from a connector options, you can create a new Flow completely from scratch.

  4. To create from blank, on the My Flows page, choose the Start from blank and Automated flow options.

  5. Search for Microsoft Dynamics 365 Business Central connector.

  6. Define a name and choose the trigger you want to use for your Flow.

  7. From the list of available triggers, select one of the Business Central triggers available:

    When a vendor approval is requested,
    When a general journal line approval is requested,
    When a record is deleted,
    When a record is changed,
    When a record is created,
    When a record is modified,
    When a general journal batch approval is requested,
    When a customer approval is requested,
    When an item approval is requested,
    When a purchase document approval is requested, or
    When a sales document approval is requested.

  8. Flow will prompt you to select an environment and company within your Business Central tenant, as well as any conditions in your data that you want to listen for.

Note

The Business Central connector for Microsoft Flow supports multiple production and sandbox environments. If you have not created multiple production or sandbox environments, Production is the only available option that you can choose.

At this point, you have successfully connected to your Business Central data and are ready to begin building your flow.

  1. To create from a template, choose the Start from template option.

  2. Search for Microsoft Dynamics 365 Business Central templates.

  3. From the list of available templates, select one of the templates, and then choose Create.

    Request Approval for Microsoft Dynamics 365 Business Central sales order,
    Request Approval for Microsoft Dynamics 365 Business Central sales quote,
    Request Approval for Microsoft Dynamics 365 Business Central sales invoice,
    Request Approval for Microsoft Dynamics 365 Business Central sales credit memo,
    Request Approval for Microsoft Dynamics 365 Business Central customer,
    Request Approval for Microsoft Dynamics 365 Business Central purchase order,
    Request Approval for Microsoft Dynamics 365 Business Central purchase invoice,
    Request Approval for Microsoft Dynamics 365 Business Central purchase credit memo,
    Request Approval for Microsoft Dynamics 365 Business Central item,
    Request Approval for Microsoft Dynamics 365 Business Central vendor,
    Request Approval for Microsoft Dynamics 365 Business Central general journal batch, or
    Request Approval for Microsoft Dynamics 365 Business Central general journal lines.

  4. Flow will display a list of services used in the Flow template and will attempt to connect automatically to those services. If you have not previously connected to a service, you will be prompted to sign in to each of the services you need to connect to. A green checkmark will appear next to each service once a connection has been successfully made. Select Continue.

  5. Flow will prompt you to select an environment and company within your Business Central tenant. Because each step in the flow is independent of the next, you may be required to define the environment and company multiple times when using a Business Central Flow template.

For more information, see the Flow Documentation.

See Also

Getting Started
Workflow
Importing Business Data from Other Finance Systems
Manage Users and Permissions
Manage Dynamics 365 Business Central Workflows
Approval User Setup
Setting Up Business Central
Finance