Using Business Central in an Automated Workflow

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

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 2 ways to create a Flow; Create from template and Create from blank. 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. A blank template enables you to create a new Flow completely from scratch.
  4. To Create from blank, in the My Flows window, choose the Create from blank option.
  5. Search for Microsoft Dynamics 365 Business Central connector.
  6. From the list of available triggers, select one of the Business Central triggers available:
    When a customer approval is requested,
    When a general journal batch approval is requested,
    When a general journal line approval is requested,
    When an item approval is requested,
    When a purchase document approval is requested,
    When a sales document approval is requested, or
    When a vendor approval is requested.
  7. Flow will prompt you to select a company within your Business Central tenant, as well as any conditions in your data that you want to listen for.

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 Create from template option.
  2. Search for Microsoft Dynamics 365 Business Central templates.
  3. From the list of available templates, select one of the templates.
    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,
    Request Approval for Microsoft Dynamics 365 Business Central general journal lines.
  4. Flow will prompt you to select a company within your Business Central tenant. Because each step in the flow is independent of the next, you may be required to define the company multiple times when using a Business Central Flow template.

Note

The Business Central Flow template integrates with the core workflow engine in Business Central. This means that each time you use one of these templates to create a flow, a corresponding workflow is created within Business Central. Also, the person creating the flow must be set up as an approver in the Assisted Setup guide. For more information, see Workflow.

For more information, see the Flow Documentation.

For troubleshooting your Microsoft Flow, see Troubleshooting Integration with Microsoft Flow.

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