Using Finance and Operations, Business edition in an Automated Workflow

You can use your Finance and Operations, Business edition data as part of a workflow in Microsoft Flow.

Note

You must have a valid account with Finance and Operations, Business edition and with Flow.

To add Finance and Operations, Business edition 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. In the My Flows window, choose the Create from blank option.
  4. From the list of available triggers, select one of the Finance and Operations, Business edition 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 aproval is requested.
  5. Flow will prompt you to select a company within your Finance and Operations, Business edition 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 Finance and Operations, Business edition template.

At this point, you have successfully connected to your Finance and Operations, Business edition data and are ready to begin building your flow. For more information, see the Flow documentation.

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

See Also

Welcome to Dynamics 365 for Finance and Operations, Business edition
Importing Business Data from Other Finance Systems
Manage Users and Permissions
Setting Up Finance and Operations, Business edition
Finance