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Create workflow for sales order invoice using power automate

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Posted on by AbdullahAhmed_

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Hi..

The idea is simple here... when invoicing a sales order that has value > 60,000 I want it to go throw a flow that takes approval from 2 people on teams.

Why am I doing that instead of creating a regular workflow in the system and assign these 2 people?
Because they only use the system for approval and I want to find another way to approve outside the system because of license.

Here is what I've done so far:

the schema is taken from here:

The next step has the problem:
when I click on action I don't find anything related to sales order invoice

Did I choose the right schema to download from F&O?
How should I move from here to finish the task?

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Dynamics 365 Finance

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Mohamed Amine Mahmoudi 26,801 Super User 2026 Season 1 on at

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Hi @AbdullahAhmed_,

The business event is triggered when the sales order is invoiced.

I don't think it's a good idea since the sales order has been billed.

I think you can use a STD workflow and you can approve in Power Automate.

Please refer to this :

https://www.linkedin.com/pulse/workflow-approvals-through-power-automate-microsoft-dynamics-khan/

Best regards,

Mohamed Amine MAHMOUDI

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André Arnaud de Cal... 303,780 Super User 2026 Season 1 on at

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Hi Abdullah,

When using this business event, it will trigger your flow after the invoice is posted. Any approval steps are not influencing the behavior of Dynamics 365.

Instead of an approval for the invoice, I recommend an approval or credit check on the sales order based on the amount. Then block deliveries and invoices if not approved. In case you delivered the goods, are you sure you want to have additional work to get the goods invoiced?

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Arvind Bharti 799 Super User 2026 Season 1 on at

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Hi,

As mentioned by others. If you have requirement to approve invoice for greater amount then this approach will not ensure approval before posting the invoice. It will be something like a information or notification because this event will trigger once invoice is posted .

That might be showing as invoice journal or customer invoice after posting.

Better way will be as Andre mentioned using Credit limit feature. Whenever you have amount with limit trigger credit limit exception and then it needs to eb approved by someone before posting.

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AbdullahAhmed_ 513 on at

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Thanks for the replies..

I adjusted the flow so when a record is modified to check the amount and go through sequential approval.. How can I block deliveries and invoices if the approval is rejected?

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André Arnaud de Cal... 303,780 Super User 2026 Season 1 on at

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Hi Abdullah,

What table are you using in your Dataverse trigger action?

In the application, you can set an order on hold. See: Manage order holds - Supply Chain Management | Dynamics 365 | Microsoft Learn

I don't know if this process is supported by public data entities to be used in Power Automate. If not, you can consider a customization for managing order holds via Power Automate flow.

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