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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Using Microsoft flow t...
Small and medium business | Business Central, N...
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Using Microsoft flow to approve invoices/purchase orders with the documents attached

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Posted on by Community Member

I'm trying to set up a Microsoft flow that allows me to send a purchase invoice/order for approval. I am aiming to do this using Outlook. However the people who need to approve the documents do not have access to Business Central. Is there a way that I can make flow retrieve the document attachment (usually a PDF or Word document) so that they can view the invoice/quote before approving the document in flow?

pastedimage1585827885240v1.png

I have the same question (0)
  • Community Member Profile Picture
    Community Member on at

    Create your flow from the blank template

    1. Sign in to Power Automate.

      pastedimage1585833878283v1.png

    2. Select the My flows tab.

      pastedimage1585833878284v2.png

    3. Select Create from blank.

      pastedimage1585833878285v3.png

    4. Select the Create from blank button.

    Add a trigger

    1. Enter SharePoint into the search box.

      pastedimage1585833878285v4.png

    2. Find, and then select the SharePoint - When an item is created trigger.

      pastedimage1585833878286v5.png

    3. Select the Site Address and the List Name for the SharePoint list that your flow monitors for new items.

    I hope this helps!

    Admin

    Apps4rent | o365cloudexperts

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