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Business Central to Teams Integration

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Hi All,
         
         We need help in business central to create a approval workflow for sales order using power automate.
         Actually we want to create a workflow that will send my sales order detail with pdf to teams where the user will receive the detail and
         approve or reject the sales order. Once the user will approve then only the sales order will process further.
         But we are not able to get any proper document to implement this functionality step by step.

         Does  anyone have idea about it or you can guide us with steps involved in this implementation.
         a. What configuration we need to do at Business Central side.
         b. What configuration we need to do power automate side.
         
         Your reply we be highly appreciable.
         
         Thanks
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 74,036 Super User 2024 Season 2 on at
    Business Central to Teams Integration
    Hi, Microsoft has prepared many standard templates, which you can modify based on.
    Most of the requirements you mentioned need to be set on the Power Automate side.
     
    Thanks.
    ZHU
  • Sahra Profile Picture
    Sahra 168 on at
    Business Central to Teams Integration
    ** Please don't forget to close up the thread here by Like and verify it as an answer if it was solved **
     
  • Suggested answer
    SP-26081234-0 Profile Picture
    SP-26081234-0 2 on at
    Business Central to Teams Integration
    Creating an approval workflow for sales orders in Business Central using Power Automate is a great way to streamline your processes. Here’s a step-by-step guide below given article will help you.
     
  • VaHiX Profile Picture
    VaHiX 3,119 on at
    Business Central to Teams Integration
    This is official article that can help you
  • gdrenteria Profile Picture
    gdrenteria 12,290 Most Valuable Professional on at
  • Martin Dráb Profile Picture
    Martin Dráb 230,370 Most Valuable Professional on at
    Business Central to Teams Integration
    Moved from Microsoft Dynamics CRM forum. Next time, please make sure you're asking in the right forum.

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