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Session Id : 0hiPhJeL8y5NpIISRE0Zm5
Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Vendor flow from share...
Finance | Project Operations, Human Resources, ...
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Vendor flow from share point list to power automate

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Posted on 12 Mar 2025 06:22:54 by D365FO Avatar 528

Hi Folks,

 

I have created a flow from a SharePoint list to create a new vendor in D365 F&O, including adding the GST number and linking it to the vendor. However, I am currently facing an issue. I have configured the flow to trigger when an item is created or modified in the SharePoint list as per the requirement. But as of now, every time I modify any existing data in the SharePoint list, a new vendor is being created.

The requirement is that if there is a modification to the details of an existing vendor in the SharePoint list, it should update the corresponding vendor in D365 F&O. Additionally, if a new vendor is added to the SharePoint list, it should create a new vendor in D365 F&O.

Could you please advise on the steps or conditions I should use to check if the vendor account or GST number already exists in D365 F&O? This way, the flow will update the existing vendor instead of creating a new one every time there is a modification in the  Sharepointlist data.

Thanks in Advance!

Categories:
Dynamics 365 Finance
Dynamics 365 Intelligent Order Management
Microsoft Dynamics AX
  • D365FO Avatar Profile Picture
    D365FO Avatar 528 on 16 Mar 2025 at 20:35:37
    Vendor flow from share point list to power automate
    Hi
    Thank you for your rply I will try this but I want to apply condition  on the basis of Vendor account could you pls let me know 
    How can we achieve that 
  • Adis Profile Picture
    Adis 3,009 Super User 2025 Season 1 on 16 Mar 2025 at 20:12:46
    Vendor flow from share point list to power automate
    Hi,
     
    Not sure if it is the best way, but I would do the following:
     
    Before your step to create a new vendor in D365FO, I would start with (1), to pull the vendor data from D365.
    You dont want to pull all vendors, thats why you need a filter criteria under (2). Lets say you choose to take the Tax exempt number to check if the vendor exists, just as an example here, then the filter query would be something like:
    TaxExemptnumber eq 'x' - x is the tax exempt number that you pull from the sharepoint list. So, you are pulling vendor data from D365 only that have the tax exempt number from the sharepoint list.
     
     
     
     
     
    Now you create the condition (3).
    In (4) you put in the Tax exempt number from step (1).
    In (5) you put in the tax exempt number from your sharepoint list.
     
    If the condition is true, i.e. a tax exempt number is found in step 1, then step 4 will be equal to step 5. In this case you can insert a Terminate step when condition is true.
    If the condition is false, then you proceed with your steps to create a vendor.
     
     
     
    You could also change 4 and 5 in such a way to check if the list under step 1 is empty or not - there are multiple ways to check that. 
    If step 1 is empty, then it means no vendor with the tax exempt number from the sharepoint list was pulled, i.e. the record doesnt exists.
     
    Hope it helps, 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

     
     
  • D365FO Avatar Profile Picture
    D365FO Avatar 528 on 16 Mar 2025 at 16:22:10
    Vendor flow from share point list to power automate
    Thanks for your Reply, 
     
    Could you please let me know what condition I should apply for the vendor account? I want to check if the vendor account already exists in Dynamics 365 Finance & Operations, and if it does, update the record. If not, I want to create a new vendor record.
     
    However, I am not sure how to fetch the vendor account record that is already present in D365 F&O. Could you please help me with this?
     
    Thanks in Advance
     
     
  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 292,886 Super User 2025 Season 1 on 12 Mar 2025 at 09:53:26
    Vendor flow from share point list to power automate
    Hi D365FO Avatar,

    In your flow, you should evaluate if the vendor exists with a condition. If exists, use an update action. In case the vendor does not exist, you can use the creation action to add the vendor.

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