Dynamics 365 FinOps Data Integration using Microsoft Forms (Part 2)
1. Example two: A new Forms response is submitted then Flow promts for an approval request before a new record is created in Vendors table
In the last example, we created a simple Flow to create a new Vendor Account from submitted Forms responses. The process was made as simple as it could be: When a new Forms response if submitted, a new Vendor Account will be created on D365FO client.
To make the process more reliable, we will now add an approval step to the Flow. It means before a new Vendor Account is created, the user will have the right to
Reject the request.
1.1. Step 1: Add a new step to the Flow
The flow that we have is like this.
We will add a step right before the new record is created.
We will go with
Approval > Start and wait for an approval.
This step will offer several types of approval in which the most common ones are
All users must approve or
First approve/reject from any user. To make it simple, we will go with
First approval because in this example, we will have only one user.
As straightforward as they seem, the fields explain themselves. We will start an approval request, set a title for it and assign it to a user (only users in the same organisation as you).
Almost all fields including
Details, etc. are fully customisable by using
The flow now will look like this.
1.2. Step 2: Testing out
test run of the flow.
test run is ready, waiting for the input from
Submit a new response.
The flow will run. The process will show that an approval is being waited from the assigned user.
An approval request will be sent to the mailbox of the assigned user. That user can check the request in
Office.com > Outlook.
Upon approval, the flow will finish its pending step and a new record will be created.
2. Example three: From the created record in Vendors table, add related records in other tables
In the last example, we added an Approval step to the Flow which will allow users to give
Reject action toward the request coming from the Form.
We can actually utilise the Flow one step further: To create additional records on different tables that might depend on the created record in VendTable.
To make it easier to understand, the process is like this:
- Create a new
Vendor Accountby using input from the Form.
- Create a new
Bank Accountwith the
Bank Account IDexactly similar to the
- Add some contact details to the
Which entities should we target to? They are:
Vendor Bank Account: VendorBankAccounts
Vendor Contact Details: PartyContacts
You can play around in Visual Studio to get used to looking for an Entity that might fulfil the requirements of your intergration. Check out the next part of this article to get some quick tips into that.
Assuming that we now have a Flow as we configured in the last two examples, we can add some more steps like these underneath.
2.1. Step 1: Add a new step to add a new record to VendorBankAccounts and PartyContacts
Given the case that we had a Vendor Account and Bank Account for that Vendor Account, the records would be like this.
The relation should be:
On the client, the information should be illustrated like this.
And, when checking the Bank Account details, we would find.
Now, to do so, we will add a new step right after the creation of VendTable record.
Environment URL(same as any other steps)
VendorBankAccounts(check my post about good tips with Visual Studio to know how to find the Data Entity)
Supplier accountfrom last step
Supplier accountfrom last step (Because I would like to have same Vendor Account and Bank Account)
When saying “from the last step”, I meant this.
In MS FLow, any steps that are already executed will have outputs. We, in this step, are taking the
Supplier Account from the last step of creating a new record in VendTable . This dynamic content was generated when the new record is created.
Keep in mind that if the last step is not “Creating a new record”, chance is that you cannot take the output from it because there’s simply none.
Show advanced options so we can add more information to the Vendor Bank Account.
Add more details to the bank account:
Bank account namechosen from the Form using Dynamic Content (we don’t want to copy any more values from the VendTable record - we actually will specify a bank account name when composing a response on the Form)
Bank account number=
Bank account numberchosen from the Form using Dynamic Content
We finished with Vendor Bank Account.
We will do just the same with the record in PartyContacts.
Party IDfrom VendTable record
Purpose= I am “hard-coding” this
"Business"(the supported purpose of Contact can be found on Vendor Card on D356FO client - this purpose should mainly be used when sending emails, i.e. D365FO want to send Purchase Order Confirmation to any email addresses with purpose
2.2. Step 2: Testing out
Results on D365FO client.
There you go, simple integration between MS Forms, MS Automate and D365FO client. I am seeing that Microsoft is improving such by adding more actions on MS Automate. I believe we will be able to do many more jobs with the built-in utilities of MS Automate.
3. How to determine the Data Entity that should be used in the Power Automate
The names of the target entity on
D365FO client and being found in
Power Automate should be different. You can always find them out by testing several import/export but, with the help of
Visual Studio, you will be able to save a lot of time. This, however, requires a certain extent of experience working with data integration on D365FO.
Given the case that we would like to import data to All Vendors, we will start our search in
Workspaces > Data Management > Data Entities. Apply several filters here and there, and looking for potential ones that we usually do, we will finally end our search at the VendVendorV2Entity
Making our way to
Visual Studio, it is not a difficult task for us to find out the Entity.
Check out the
Properties, we will need to get details in the
- Is Public: If it is
Yes, the entity can be found in Power Automate; otherwise,
- Public Collection Name:
Entity nameon Power Automate.
The information should be displayed here:
Furthermore, by checking the
Entity’s fields, we can get the information of mapping between the
Entity and the physical table
Give yourself some time to play around between
MS Automate and
Visual Studio. You will finally see the relations between them.