Use Business Central in Power Automate Flows
You can use your Business Central data as part of a workflow in Microsoft Power Automate. Create your own flows and connect to your data with the Business Central connector.
You must have a valid account with Business Central and with Power Automate.
In addition to Power Automate, you can use approval workflow templates in Business Central. Although they are two separate workflow systems, any approval workflow template that you create with Power Automate is added to the list of workflows within Business Central. For more information, see Workflows.
With Power Automate, you can create business flows directly in-house and rely on citizen developers. For more information, see Set Up Automated Workflows in the administration content.
Manual instant flows
Starting in May 2022, an admin of Business Central online can switch on a feature to make it possible to run a Power Automate flow from most pages. For more information, see Set Up Automated Workflows in the administration content.
Once the admin has connected Business Central with Power Automate, you'll see any flows that your organization has added when you choose the Automate action in the relevant pages. You run the flows without leaving Business Central.
These automated workflows open in a pane inside Business Central online so that you remain within context of the business process you were in the middle of. In some pages, the Automate action hides under the More Options menu, but find it, choose the Power Automate menu item, and then choose the relevant link to trigger the workflow. The connection to Power Automate is already set up for you.
Most flows will require you to fill in a field or two before you choose the Run flow action.
If you don't see an Automate action, then your Business Central probably hasn't yet been set up to use Power Automate. For more information, ask your admin.
Add more automated flows and manual instant flows
You can create flows at the powerautomate.microsoft.com website. However, if your admin has switched on the capability to run Power Automate flows from inside Business Central online, you can start the process of building a flow from the Automate action on the relevant pages. In some pages, the Automate action hides under the More Options menu, but find it, choose the Power Automate menu item, and then choose the Create a flow action. Power Automate then opens in a new browser tab, and you're signed in automatically.
You can get an overview of all workflows that you have access to by choosing the Manage workflows action in the Power Automate menu. The list opens in a new browser tab, and you signed in to Power Automate automatically. There, you can see when each flow ran most recently.
Troubleshoot Your Business Central Automated Workflows
Get Ready for Doing Business
Import Business Data from Other Finance Systems
Assign Permissions to Users and Groups
Set Up Business Central
Set Up Automated Workflows
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