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Finance | Project Operations, Human Resources, ...
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Custom business events in D365F&O

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Posted on by 751
Dear team,
 
As discussed with my seniors and customer requirements was to send mail notification to third party application when any new Customer group or modified customer group or delete customer group happened in D365F&O.
 
So, I thought few approachs on this .
 
1.Custom business events with Power automate to triggered when changes happening in Customer group in D365FO.
 
2. CoC of insert method for Customer group table. After next insert () x++ code of triggering mail.
 
I have discussed with my leads they preffered point no 1 to implement this.
 
But I think point no 2 is easier to achieve this.
 
Kindly advise please is any advantage here to use point 1 ?
 
Thanks in advance.
 
 
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  • Suggested answer
    Adis Profile Picture
    5,717 Super User 2025 Season 2 on at
    Custom business events in D365F&O
    Hey,
     
    There is also a 3rd option that we are using, that is a dataverse connection. All 3 methods are valid and have their benefits and drawbacks, which I are the following - at least in my opinion.
    In general, development is always the most easiest way for developers, however, it requires a release. So, if the requirement is not clear or changes arise, you have to touch code and have a release.
     
    ad 1:
    The business event (BE) needs development and a release. You have to know and test on your dev box, if you have all the information for the Power automate (PA) trigger. If you miss something here, development and release is necessary. However, this solution gives you at least some flexibility in Power automate. If the design of the mail, recipients have to be changed, you can do it easily without a code release. Also, if something fails a consultant can easily check it without a developer in the first place.
     
    ad 2:
    Maybe the easiest to implement for a developer. However, any changes or tracking if something failed or didnt work as expected has to be done by the developer. 
     
    ad 3:
    You dont need a developer here. Setting up a dataverse connection might take some time to figure out how it works, however, everything can be done by a consultant. No developer is necessary. You are also setting up a system where you can trigger changes in other business cases, like when you want a trigger based on vendor fields. 
    The drawback is, you might access to every field through the virtual entity. Some specific fields or relations to other tables are easier to be done by a developer. Usually, you should be fine with the virtual entities.
     

    Kind regards, Adis

     

    If this helped, please mark it as "Verified" for others facing the same issue

    Keep in mind that it is possible to mark more than one answer as verified

     
  • CU05031448-0 Profile Picture
    751 on at
    Custom business events in D365F&O
    Thanks Adi for the response.
     
    Yes I have cleared about the Power automate flow...
     
    Step 01 - Initialized the parameters like
    When Business event will trigger
    Category 
    Entity
     
    Step 02 - Will used D365F&O connector 
     
    Step 03 - We will paste the schema in JSON
     
    Step 04 - We will configured mail to send the notification.
     
     
    When customer group modified, new creation or deletion happened in D365FO then power automate will trigger through business events.
     
    Am I correct with the steps. If anything wrong please let me know.
     
    Any additional things required?
     
    Kindly advise pls .
     
    Thanks in advance 

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