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Dear All,
I try to create my workflow by Power Automate to create a records in share point when a new record are created in Dynamic D365.
But When I search to see a video I feel that some feature are difference can someone guide me how to do it.
Hi, You have to create business event for CustTable inserted in D365 F&O as below article. Create power automate flow and use 'When a business event occurs' F&O trigger. In the flow, specify your newly created business event. Next step is connecting to Sharepoint and creating record.
community.dynamics.com/.../d365fo-integration-using-business-events
dynamics365musings.com/.../
Let us know if you need help in any step.
HI!
I Try to do in this step
1. I prepare my Sharepoint list with 3 Field[CustomerID,CompanyName,Remarks]
2. I Access to D365 for check my batch Job
3. I access to a page records and create a custom alert (This case I want to create sharepoint record when new record are create in D365) => Record Id:000000076
4. I go to system administrator>Setup>Business Events >business Event Catalog then filter category "Alert" on business events AlertEvent then download a schema.(to use in Power Automate Step)
5. I start with "When a Business Event Occurs"
6.then I choose a step Parse JSON and put a schema that I download on previous step
7. After that I choose Condition and Put rule ID to match with my RUle ID
8. if Yes I get a record and put it in share point
9 Save and no error after that I try to create a record in a new customer but when I got a new record in D365, About my Power Automate are not running.
what's wrong is it can some one guide me?
You need to activate the business event. Have you activated it?
Yes
I go to System administrator>Periodic Task>Alert>Change Based Alert and see it.
Oh sorry, It was sound delay for power Automate. Now it's working thank you.
That's great, Using change based alerts will work but if you have multiple alerts in future, your power automate will be called every time, so best way is to create Business event specific to your requirement.
Please mark answer verified if any helped you.
Now I got some limitation when I want to edit or deleted.
When I use power automate to update in my share point record
this is a sharepoint record:
this is a D365 records:
when I do a power automate step they will required id but it's not my primary key how should I do? can you advise?
How about using Get Items from Sharepoint List and filter on your customer account. If you get the record, fetch Id in variable and use in Update Item step (Haven't tested but you can try it)
www.youtube.com/watch
learn.microsoft.com/.../working-with-get-items-and-get-files
Now I can get an idea to do an update process. But for delete when I check a schema file when I download from this step.
I got a messag like this if I want to get a Customer ID, Can you guide me how to do??
I think issue might be that your power automate will not know which record is deleted. You have got FieldId zero because All Fields are set on alert for delete. I'm not sure but can you try to set Customer Id instead of all fields on alert for when record is deleted. Maybe you will get customer account in business event and then power automate.
Then you can delete correct record from your SharePoint list. Give it a try and let us know if it works.
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