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

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Microsoft Dynamics 365 | Integration, Dataverse...
Suggested Answer

When an Interaction Log Entry is created in BC, I want to add it as a note in CRM

(4) ShareShare
ReportReport
Posted on by 311
Hello!
I have a little case that I would love to get some insights on.
 
We have an integration between Business Central and Sales, and Opportunities in Sales are connected to Sales Quotes in Business Central through a GUID. What I would like to do, is when an Interaction Log Entry is created in Business Central, I want the same post to be created in the Timeline on the Opportunity in Sales. 
 
I was thinking this would be a simple process by triggering a Power Automate flow when a row is created in the Interaction Log Entries table in Business Central, and then work from there, but the table is not included in the trigger. Is there any way to include another table in the 'When a record is created' trigger in Power Automate?
 
If that is possible, is it also possible to go further from there and create a Note or Email and add it to the timeline in the Opportunity in Sales through Power Automate?
 
Or is there another way to achieve this that sounds more efficient and easier that I have not considered?
I have the same question (0)
  • Suggested answer
    Khushbu Rajvi. Profile Picture
    20,275 Super User 2025 Season 2 on at

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

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > Microsoft Dynamics 365 | Integration, Dataverse, and general topics

#1
Siv Sagar Profile Picture

Siv Sagar 93 Super User 2025 Season 2

#2
#ManoVerse Profile Picture

#ManoVerse 76

#3
Martin Dráb Profile Picture

Martin Dráb 64 Most Valuable Professional

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans