Purchase order in D365 F&O over into Sharepoint using flow

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Posted on by Incognito007

We are wanting to set up an automatic workflow that saves a Purchase Order upon "confirmation" in Dynamics 365 Finance & Operations, over to a folder in Sharepoint online to be viewed there. We think that we need to use Power Automate to do this workflow although I cannot see a suitable template.

Within Sharepoint we want the purchase order information (eg PO number, Supplier, Order Date, Description, Net, Vat, Gross) to be populated as file information, and a new folder to be created for each new Supplier - I think that we need to use metadata/content types in Sharepoint, but again I have not found a suitable tutorial that encompasses all these requirements.

It would also be useful to send an email notification to the requisitioner that their purchase order number XXXX has been approved and please go to this area XXXX in SharePoint via this LINK.

Any help to achieve these requirements would be very welcome.

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Ludwig Reinhard Microsoft Employee on at

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Hello Incognito007,

I don't understand why you need your POs on SharePoint.

Of course you can do that with PowerAutomate (Flow) and bring over the data. Rather than a document library with separate folders, a SharePoint list might be simpler and easier.

Yet, the main question is why you need that?

If you want to do some tasks, such as approvals outside of D365FO on SharePoint in order to save license costs then you are very fast in a multiplexing scenario where I would recommend you having a talk with MS to ensure that you are not in breach of the licensing contract.

Best regards,

Ludwig

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Incognito007 27 on at

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Hi Ludwig

Yes it is an odd one, but our users find it much easier to email their PO PDF from an area in Sharepoint than navigate through the purchase order confirmation screen in F&O, despite them having the licenses to view them in F&O and tiles on their dashboard to have a quick link to the right area. To have the notification to their email and link to Sharepoint just will make their lives much easier as part of the job has been done for them.

I have seen your comments in other forums regarding using Sharepoint as a document Management system for Vendor invoices from F&O, which is another thing on our requirements list, and I shall be looking into configuring that shortly as well, so any advice you are able to give me on that would be gratefully received as well.

Many thanks

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