RE: Create Sales Order from email
Yes, it is possible to automatically create a purchase order in Dynamics using Power Automate and the Forms connector without having to purchase additional Dynamics products such as Finance and Operations.
Here are the general steps you can follow to achieve this:
1. Create a Microsoft Form: Create a Microsoft Form with all the relevant fields required to create a purchase order, such as product name, quantity, and delivery address.
2. Create a Power Automate Flow: Create a new Power Automate Flow and select the Forms trigger "When a new response is submitted."
3. Add a "Condition" step: Add a "Condition" step to the Flow and use the fields from the Microsoft Form to check if the customer has selected certain options or entered specific information.
4. Add a "Create a new record" step: If the Condition step is true, add a "Create a new record" step to the Flow and select "Purchase Order" as the record type.
5. Map the form data to the purchase order fields: Use the fields from the Microsoft Form to map the form data to the corresponding fields in the new purchase order record.
6. Save and test the Flow: Once you have configured the Flow, save it and test it by submitting a new response in the Microsoft Form to ensure that a new purchase order is created in Dynamics.
It is worth noting that you may need to configure the Dynamics connection within Power Automate to ensure that the Flow has the necessary permissions to create a new purchase order record. Additionally, you may need to customize the fields and mappings within the Flow to match your specific business needs and Dynamics setup.
Overall, using Power Automate and the Forms connector is a great way to automate the creation of purchase orders in Dynamics without needing to purchase additional products or licenses.
Share
Report
71
All responses (
Answers (
