Skip to main content

Notifications

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

(3) ShareShare
ReportReport
Posted on by 193
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?
  • Suggested answer
    Khushbu Rajvi. Profile Picture
    Khushbu Rajvi. 8,131 Super User 2025 Season 1 on at
    When an Interaction Log Entry is created in BC, I want to add it as a note in CRM

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

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Vahid Ghafarpour – Community Spotlight

We are excited to recognize Vahid Ghafarpour as our February 2025 Community…

Congratulations to the January Top 10 leaders!

Check out the January community rock stars...

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,160 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 230,962 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Product updates

Dynamics 365 release plans