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Small and medium business | Business Central, N...
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Business Central to Teams Integration

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Posted on by 163
Hi All,
         
         We need help in business central to create a approval workflow for sales order using power automate.
         Actually we want to create a workflow that will send my sales order detail with pdf to teams where the user will receive the detail and
         approve or reject the sales order. Once the user will approve then only the sales order will process further.
         But we are not able to get any proper document to implement this functionality step by step.

         Does  anyone have idea about it or you can guide us with steps involved in this implementation.
         a. What configuration we need to do at Business Central side.
         b. What configuration we need to do power automate side.
         
         Your reply we be highly appreciable.
         
         Thanks
I have the same question (0)
  • Martin Dráb Profile Picture
    238,143 Most Valuable Professional on at
    Moved from Microsoft Dynamics CRM forum. Next time, please make sure you're asking in the right forum.
  • Gerardo Rentería García Profile Picture
    25,394 Most Valuable Professional on at
  • Vahid Ghafarpour Profile Picture
    12,204 Super User 2025 Season 2 on at
    This is official article that can help you
  • Suggested answer
    SP-26081234-0 Profile Picture
    2 on at
    Creating an approval workflow for sales orders in Business Central using Power Automate is a great way to streamline your processes. Here’s a step-by-step guide below given article will help you.
     
  • Sahra Profile Picture
    855 on at
    ** Please don't forget to close up the thread here by Like and verify it as an answer if it was solved **
     
  • Suggested answer
    YUN ZHU Profile Picture
    96,039 Super User 2025 Season 2 on at
    Hi, Microsoft has prepared many standard templates, which you can modify based on.
    Most of the requirements you mentioned need to be set on the Power Automate side.
     
    Thanks.
    ZHU

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