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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Implement Automatic In...
Finance | Project Operations, Human Resources, ...
Unanswered

Implement Automatic Invoice PDF Generation and Email Attachment via Business Event

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Posted on by CU13101239-0 4
 

We need to automate the process of sending invoices after they are posted in Dynamics 365 Finance, so that a PDF copy of the invoice (SSRS) is generated and automatically sent as an email attachment without any manual intervention.

   

Requirements:


  • When an invoice is posted
  • A PDF file of the invoice is generated from Dynamics
  • The PDF is attached to an email
  • The email is sent automatically to the specified recipients
  • The entire process must be fully automated 

  • Power Automate must be used as a core component of the solution .


     



  •  
Categories:
Dynamics 365 Finance
I have the same question (0)
  • Martin Dráb Profile Picture
    Martin Dráb 238,626 Most Valuable Professional on at
    F&O already supports this scenario out of the box. Are you 100% sure that you don't want to use that and you insist on building a custom solution in Power Automate? It can be done, of course, but it would be good to understand what you're missing in the standard solution.
     
     
  • CU13101239-0 Profile Picture
    CU13101239-0 4 on at
     

    Hi Martin,

    Thank you for your response 🙏 

    Yes, I understand that Finance & Operations supports this scenario out of the box, and we are already aware of the standard options (such as Print management / email).

     

    However, we would like to use Power Automate intentionally for this process for a few reasons:

     

     

     

    • We need more control over the logic, such as conditional sending, multiple recipients, and future extensions
    • We want better monitoring and logging of the process in Power Automate

    • The flow may later be extended to include archiving, integrations with other systems, or additional approval steps

    • We want to keep this process consistent with other automations we already manage in Power Automate
     

    So while we know the standard solution exists, we are choosing Power Automate to meet our broader automation and integration requirements.


     
  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 302,754 Super User 2026 Season 1 on at
    Hi,

    Thanks for replying to the question from Martin. I'm not sure if a solution via Power Automate will really the best option, but apparently you are insisting to using it. Does it scale enough for your number of transactions? How much of configuration and business logic will you need to include in your flow?
    If you need archiving, then you can still use standard features and a Power Automate flow for the archival part.
     
    As you posted a question, can you also tell us what exact question you have? So far, you only provided your requirements. We don't know what help you need.
  • Martin Dráb Profile Picture
    Martin Dráb 238,626 Most Valuable Professional on at
    You mentioned business events, therefore I'd assume that you know how to use business events to run a Power Automate flow when an invoice gets posted. You also mentioned that you're already using Power Automate, therefore I'm guessing you know how to do basic things there such as sending an email.
     
    If so, your actual question seems to be how to get the PDF invoice printout from Power Automate (based on the invoice identification you receive in a business event). Is it so?
  • CU13101239-0 Profile Picture
    CU13101239-0 4 on at
     

    Yes, exactly 👍

     

     

     

    I can trigger the flow using Business Events, and I can handle the email part in Power Automate.

     

    My main challenge is how to retrieve the invoice PDF (SSRS output) in Power Automate using the invoice ID received from the business event.

     

     

     

    I’m not looking for a fully custom development solution if there is a standard or supported way to do this.

     

    I just need a clear method to get the PDF so I can use it in the flow (email / SharePoint / archive).

     

     

     

    Thank you in advance for your guidance.


     
  • CU13101239-0 Profile Picture
    CU13101239-0 4 on at
     

    Hi,

     

     

     

    Thanks for your reply.

     

     

     

    Yes, our goal is to use Power Automate intentionally, not just for archiving.

     

    We need to control the process with additional logic such as conditions, routing, and future integrations, which is why the standard solution is not sufficient for our scenario.

     

     

     

    To clarify my question more precisely:

     

    What is the recommended and supported way to generate the SSRS invoice PDF from Dynamics 365 Finance using Power Automate, based on the invoice ID received from a business event?

     

     

     

    We are looking for the best practice (API, action, or pattern) to retrieve the invoice PDF so it can be used in a flow (email, SharePoint, archiving, etc.).

     

     

     

    Thank you for your guidance.


     
  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 302,754 Super User 2026 Season 1 on at
    Hi,
     
    There is no supported way for sending invoices via Power Automate as this will be your custom solution. 
    There are customizations required where you need to ensure a PDF is generated and accessible by Power Automate. I have not done this myself before.

    Trying to think along with you.... From Power Automate, you either need to find the PDF on a storage location, but the embedded storage linked with the Dynamics 365 F&O is not direct accessible. Maybe X++ logic is required to copy a PDF to a cloud storage, like SharePoint, Azure Storage or OneDrive for Business. You can also think of a custom data entity that will send the PDF in base64 encoded format.

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