Switch between vendor designs

Note

Effective November 2020:

  • Common Data Service has been renamed to Microsoft Dataverse. For more information, see Power Automate Blog.
  • Some terminology in Microsoft Dataverse has been updated. For example, entity is now table and field is now column. For more information, see Terminology updates.

This topic will be updated soon to reflect the latest terminology.

Vendor data flow

If you choose to use the Account entity to store vendors of the Organization type and the Contact entity to store vendors of the Person type, configure the following workflows. Otherwise, this configuration isn't required.

Use the extended vendor design for vendors of the Organization type

The Dynamics365FinanceExtended solution package contains the following workflow process templates. You will create a workflow for each template.

  • Create Vendors in Accounts Entity
  • Create Vendors in Vendors Entity
  • Update Vendors in Accounts Entity
  • Update Vendors in Vendors Entity

To create new workflow processes by using the workflow process templates, follow these steps.

  1. Create a workflow process for the Vendor entity, and select the Create Vendors in Accounts Entity workflow process template. Then select OK. This workflow handles the vendor creation scenario for the Account entity.

    Create Vendors in Accounts Entity workflow process

  2. Create a workflow process for the Vendor entity, and select the Update Vendors in Accounts Entity workflow process template. Then select OK. This workflow handles the vendor update scenario for the Account entity.

  3. Create a workflow process for the Account entity, and select the Create Vendors in Vendors Entity workflow process template.

  4. Create a workflow process for the Account entity, and select the Update Vendors in Vendors Entity workflow process template.

  5. You can configure the workflows as either real-time workflows or background workflows, depending on your requirements. To configure a workflow as a background workflow, select Convert to a background workflow.

    Convert to a background workflow button

  6. Activate the workflows that you created for the Account and Vendor entities to start to use the Account entity to store information for vendors of the Organization type.

Use the extended vendor design for vendors of the Person type

The Dynamics365FinanceExtended solution package contains the following workflow process templates. You will create a workflow for each template.

  • Create Vendors of type Person in Vendors Entity
  • Create Vendors of type Person in Contacts Entity
  • Update Vendors of type Person in Contacts Entity
  • Update Vendors of type Person in Vendors Entity

To create new workflow processes by using the workflow process templates, follow these steps.

  1. Create a workflow process for the Vendor entity, and select the Create Vendors of type Person in Contacts Entity workflow process template. Then select OK. This workflow handles the vendor creation scenario for the Contact entity.
  2. Create a workflow process for the Vendor entity, and select the Update Vendors of type Person in Contacts Entity workflow process template. Then select OK. This workflow handles the vendor update scenario for the Contact entity.
  3. Create a workflow process for the Contact entity, and select the Create Vendors of type Person in Vendors Entity template.
  4. Create a workflow process for the Contact entity, and select the Update Vendors of type Person in Vendors Entity template.
  5. You can configure the workflows as either real-time workflows or background workflows, depending on your requirements. To configure a workflow as a background workflow, select Convert to a background workflow.
  6. Activate the workflows that you created on the Contact and Vendor entities to start to use the Contact entity to store information for vendors of the Person type.