web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

News and Announcements icon
Community site session details

Community site session details

Session Id :
Finance | Project Operations, Human Resources, ...
Answered

Custom business events in D365F&O

(4) ShareShare
ReportReport
Posted on by 1,327
Dear team,
 
As discussed with my seniors and customer requirements was to send mail notification to third party application when any new Customer group or modified customer group or delete customer group happened in D365F&O.
 
So, I thought few approachs on this .
 
1.Custom business events with Power automate to triggered when changes happening in Customer group in D365FO.
 
2. CoC of insert method for Customer group table. After next insert () x++ code of triggering mail.
 
I have discussed with my leads they preffered point no 1 to implement this.
 
But I think point no 2 is easier to achieve this.
 
Kindly advise please is any advantage here to use point 1 ?
 
Thanks in advance.
 
 
Categories:
I have the same question (0)
  • Suggested answer
    Adis Profile Picture
    6,820 Super User 2026 Season 1 on at
    Hey,
     
    There is also a 3rd option that we are using, that is a dataverse connection. All 3 methods are valid and have their benefits and drawbacks, which I are the following - at least in my opinion.
    In general, development is always the most easiest way for developers, however, it requires a release. So, if the requirement is not clear or changes arise, you have to touch code and have a release.
     
    ad 1:
    The business event (BE) needs development and a release. You have to know and test on your dev box, if you have all the information for the Power automate (PA) trigger. If you miss something here, development and release is necessary. However, this solution gives you at least some flexibility in Power automate. If the design of the mail, recipients have to be changed, you can do it easily without a code release. Also, if something fails a consultant can easily check it without a developer in the first place.
     
    ad 2:
    Maybe the easiest to implement for a developer. However, any changes or tracking if something failed or didnt work as expected has to be done by the developer. 
     
    ad 3:
    You dont need a developer here. Setting up a dataverse connection might take some time to figure out how it works, however, everything can be done by a consultant. No developer is necessary. You are also setting up a system where you can trigger changes in other business cases, like when you want a trigger based on vendor fields. 
    The drawback is, you might access to every field through the virtual entity. Some specific fields or relations to other tables are easier to be done by a developer. Usually, you should be fine with the virtual entities.
     

    Kind regards, 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

     
  • CU05031448-0 Profile Picture
    1,327 on at
    Thanks Adi for the response.
     
    Yes I have cleared about the Power automate flow...
     
    Step 01 - Initialized the parameters like
    When Business event will trigger
    Category 
    Entity
     
    Step 02 - Will used D365F&O connector 
     
    Step 03 - We will paste the schema in JSON
     
    Step 04 - We will configured mail to send the notification.
     
     
    When customer group modified, new creation or deletion happened in D365FO then power automate will trigger through business events.
     
    Am I correct with the steps. If anything wrong please let me know.
     
    Any additional things required?
     
    Kindly advise pls .
     
    Thanks in advance 
  • Verified answer
    Karthik Shriramneni Profile Picture
    165 on at
    @CU05031448-0 You can try the alert rule configuration. When user delete the customer group, system will trigger the alert rule and send it to business event. You need to set "Send externally" boolean to "yes" in your alert rule. This will trigger the  "BusinessEventsAlertEvent" business event, and it can be consumed in the power automate flow.
     
    Hence you don't have to create the custom business event, you can use the standard alerts and business event combination. You only need to create the power automate flow.
     
     
  • CU05031448-0 Profile Picture
    1,327 on at
    Thanks Karthik for the help.
     
    Can I use the alert for new customer group creation or modification as well?
     
    As you mentioned, only I need to configure Power automate. In the create alert rule, where is end point to define Power automate?
     
    Kindly elaborate pls.
     
    **"Please send me the details step for the same. I never used this before. I will try...
     
    Thanks in advance.
  • Verified answer
    André Arnaud de Calavon Profile Picture
    305,815 Super User 2026 Season 1 on at
    Hi,
     
    Yes, you can use the Alerts feature for inserts and updates next to delete actions. These can all be setup as business events. On the alert rule, you will need to enable the option Send externally, otherwise it is not triggering the business event. 
     
    In Power Automate, you can use the F&O connector and choose the trigger When a business event occurs. Here you can select the option for the alerting business event and complete your flow. Upon saving, it will create the endpoint in Dynamics 365 F&O.
     
    You can also enable the Customer groups data entity as virtual table in Dataverse and use the Dataverse trigger for data changes as suggested by Adis. 
  • CU05031448-0 Profile Picture
    1,327 on at
    Thanks Andre,
     
    I go through your answers, it's understood well except the last paragraph.
     
    As you mentioned "Dataverse".
     
    Kindly let me know why it's required and how will I do the setup.
     
    Please advise.
     
    Thanks!
  • CU05031448-0 Profile Picture
    1,327 on at
    Kindly reply on this pls.
     
    Thanks
  • André Arnaud de Calavon Profile Picture
    305,815 Super User 2026 Season 1 on at
    Hi,
     
    A data event is a different technology and does not depend on the setup of Alerts and Business events. The alerts are being processed by the Batch framework in Dynamics 365 F&O. Business events can also be sent to other cloud services, like Service Bus, not only Power Automate. 
     
    Using the virtual tables in Dataverse, you can have a trigger without setting up business events. See Enable Microsoft Dataverse virtual entities - Finance & Operations | Dynamics 365 | Microsoft Learn
    It is also easy to use the Dataverse trigger as the connector is by default linked to the environment where you run the flow. To move flows between environments, you don't need to change the environment in the Dataverse action. 

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Season of Sharing Community Challenge Launch!

Jump in, show your community spirit, and win prizes!

Women in Power Builds Momentum

Expanding mentorship, skilling, and AI innovation

Congratulations to the May Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 503 Super User 2026 Season 1

#2
Abhilash Warrier Profile Picture

Abhilash Warrier 487 Super User 2026 Season 1

#3
Subra Profile Picture

Subra 433

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans