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D365 F&O: Create PowerAutomate Flow for Pending Vendor Invoice WF Submission

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Posted on by Anonymous User

Hi,

As the title says I am looking for a solution using PowerAutomate to send daily email reminders that a user has an invoice to submit in the Pending Vendor Invoices form. With limited things to work from it is rather difficult to create this relatively simple reminder for users who get swamped with emails all day. They currently get an email that lets them know they have one to submit (picks up a newly created record that is the "Requested approver email email status") and sends them an email. However, if they don't act on it immediately they tend to forget as humans do. While the standard alert works great for those who live in the system, it often is overlooked and as we know there is no standard functionality in the system that allows for reminder emails for records that are not currently in workflow.

To mitigate this we want to send them daily emails that remind them of invoices to submit. There is an icon on the Pending vendor invoice (PVI) form that indicates whether or not the PVI is in workflow. I was thinking that I could leverage that value that is equivalent to "no" or not submitted and use the email associated in the Requested approver field to determine who to associate with the logic being if it's been over 24 hours since the PVI record was created and that icon is not considered submitted then send the reminder with details/link to the PVI. I believe the field/control name for this icon is RequestStatus.

Has anyone had success with something like this? I am having an issue finding that trigger or business event in the available selections in PowerAutomate. This would be a huge win for something so simple.

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Dynamics 365 Finance

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Sagar121 1,190 Super User 2026 Season 1 on at

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Hi, If you have someone in your team with Power Automate knowledge then below steps will help you.

1. Inital trigger would be recurrence so that you can set recurrence.

2. Find and finialize the entities which have all these fields .

3. Once you find the entity/ entities then use Finace and Operations (Get List) connector then do OData filter query.

4. From steps 3 you will get all data then use Send email V2 action for email part.

Pro Tip:- While testing, make sure to hardcode a single test email address. Otherwise, all users may get flooded with emails during your trial run.

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Sohaib Cheema 49,679 Super User 2026 Season 1 on at

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It is possible by customization.

You cannot control Due Days Alerts, coming from workflows

Every workflow has a due time/date, as per configuration

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André Arnaud de Cal... 304,729 Super User 2026 Season 1 on at

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Hi,

As mentioned by Sagar, you can use a scheduled flow that runs e.g. every day. You will need to find a supporting data entity to get the invoices waiting for approval. Most likely, you can use the data entity VendInvoiceApprovalHeader in a Power Automate flow. This entity does not have an email, but a UserID. Using this UserID, you can go to the UserInformation entity to find the email address.

You can sort and group the data in Power Automate flow and create an email per approval user. I have done something similar several times before for other tables.

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