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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Not able to pull dynam...
Finance | Project Operations, Human Resources, ...
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Not able to pull dynamics contents in power automate for PO record from Dynamics F&O

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Posted on by KF-03070643-0 12
Hi Team
Below the brief history of the task. 
 
When PO is created/reviewed (marked as completed not approved through internal dynamics workflow) we want to trigger a Power Automate flow upon marking as the PO complete. Power Automate flow should sent out an email with approve /reject button and having the Product line items details in the email.
 
Once the record is Approved/Rejected through email, it should update back the Purchase order back Dynamics.
 
Currently challenge which we are facing is we are not able to get all the dynamics variable in power automate to pull PO related details in the email.
 
 
  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 294,467 Super User 2025 Season 1 on at
    Not able to pull dynamics contents in power automate for PO record from Dynamics F&O
    Hi,
     
    For your follow-up question, you can set the email to HTML in Power Automate and build a table with HTML coding. While looping the purchase order lines, you can fill a variable with the table data for the table.
     
    For approval, you can use Power Automate approvals. Note that even though the users will not log in, they are performing tasks that are bound to a license in Dynamics 365 SCM.
  • KF-03070643-0 Profile Picture
    KF-03070643-0 12 on at
    Not able to pull dynamics contents in power automate for PO record from Dynamics F&O
    Thanks for your support, we were able to solve the initial problem.

    Now second challenge which we have is:
     
    Purchase Order have many "Product line Item", we want to trigger a email showing "Product line Item" in tabular format as below:
     
    Product name unit Price site
    xyz 2 100 1
    sabc 5 200 1

    Along with this details we want to provide "Approve" and "Reject" button in email, which will update the "Purchase Order" as "Approved or Rejected" record in dynamics. (This button should do the work without login to Dynamics) 
  • Martin Dráb Profile Picture
    Martin Dráb 233,066 Most Valuable Professional on at
    Not able to pull dynamics contents in power automate for PO record from Dynamics F&O
    Which Power Automate connector and which data entity/entities are you using? What exactly do you mean by saying "we are not able to get all the dynamics content"? That the entity you're using doesn't contain some data you need and you don't know which entity to use instead?
  • KF-03070643-0 Profile Picture
    KF-03070643-0 12 on at
    Not able to pull dynamics contents in power automate for PO record from Dynamics F&O

    Martin Dráb

    When PO is created/reviewed (marked as completed not approved through internal dynamics workflow) we want to trigger a Power Automate flow upon marking as the PO complete. Power Automate flow should sent out an email with approve /reject button and having the Product line items details in the email.

    Once the record is Approved/Rejected through email, it should update back the Purchase order in Dynamics.

    Currently challenge which we are facing is we are not able to get all the dynamics content (Vendor name, Product name, unit qty, price, etc) in power automate to pull PO related details in the email.

    We tried to update the Schema of "Purchase order confirmed" to power automate, but we are not getting all the required fields from PO. We do need to pull the PO and product line items related details, like Vendor name, Product name, cost, unit qty., etc. And then we need to club this all info in the email which will be shoot out to higher management for approval of the PO. They should have Approve and Reject button in email itself.

    Management should approve record through email itself and once approved, it should go back and approve the PO record in Dynamics-365 F&O

     
  • Martin Dráb Profile Picture
    Martin Dráb 233,066 Most Valuable Professional on at
    Not able to pull dynamics contents in power automate for PO record from Dynamics F&O
    Please tell us more about how you're getting the data and what exactly you mean by "we are not able to get all the dynamics variable". We can't help you if you don't tell us enough about your problem.

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André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 294,467 Super User 2025 Season 1

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Martin Dráb Profile Picture

Martin Dráb 233,066 Most Valuable Professional

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nmaenpaa 101,158 Moderator

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