Microsoft Dynamics 365 for Fin & Ops connector in Power Automate helps to connect with Dynamics 365 Supply Chain Management and Dynamics 365 Finance. Similarly, the Microsoft Dynamics 365 for Fin & Ops connector also able to use with Logic Apps and Power Apps as well.
Today we will focus on creating a manual trigger flow using Power Automate with D365 Supply Chain Management.
You might be wondering why do we need to use manual triggers. Manual triggers are great asset for you to start with your complex flow creations. Use the manual trigger flow to test basic flow requirements in terms of fields and values which you need to have to complete the flow successfully. This manual trigger flow is kind of a stepping stone for your complex flows which you will build.
Click New > Instant – from blank
Provide a Flow name and then select Manually trigger a flow. Then click create.
Click Add an Input
Click on Text
Enter the name as “Currency” and then select the Add a drop-down list of options.
Add a drop-down list of options for the currency and add “NZD” & “USD” as shown below.
Similarly continue the same method and add Sales Agreement Classification and Customer accounts. Once you have completed this step it should look like below image.
Once this step is completed add Dynamics 365 for Fin & Ops connector and select the Instance and entity name.
Select the customer account value , Sales agreement classification value and currency as shown below.
Now you can proceed to save the flow and then start testing this flow. Select I’ll perform the trigger action and then click Test.
Select the respective values for the fields Currency, Sales Agreement Classification and Customer and then click Run Flow.
This creates a Sales Agreement header record as shown below in D365 Supply Chain Management.
Once you have successfully tested you can start building your complex flows. The Manually trigger a flow step of this flow can be received from Power Apps I will discuss more about how you can achieve that in another blog post. 😊
If you have missed out the previous episodes please check out below.