Dynamics 365 Finance & Supply Chain with Power Automate - Part 2 - Adding a new customer
I recently presented a session on using Power Automate with Dynamics 365 Finance and Supply Chain. The session was very well received, so I wanted to post some videos and details to help users better understand the examples I covered in the session.
In the following video I will walk through using Power Automate with Dynamics 365 Finance & Supply Chain to manage a workflow around adding a new customer.
Business scenario – The sales team adds new customers to Dynamics 365 Finance, but the company wants a business workflow in place, so the credit team can review the account and set the credit limit before any activity takes place on the new customer.
Components used in the scenario – Dynamics 365 Finance virtual entities, Power Automate and Microsoft Teams and/or Outlook
Synopsis – By using an Automated cloud flow in Power Automate the system can automatically manage this business process. Power Automate will listen for new rows (customers) being added to the Customers V3 data entity. It will update the row to make sure the customer is on hold, and it will send the information to the appropriate users in Teams and/or Outlook to review the customer and set the credit limit.