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Create customer, vendor and item approvals in Power Automate

Create customer, vendor and item approvals in Power Automate

Let's discuss three different types of approvals that you can do with Business Central.

New Customer approval

To start with customer approvals, first open the Customer Card in Business Central. To do this, click the search icon, enter Customers, and then select the related link. On the Customers page, click on any of the customers to open the Customer Card. Select the Request Approval on the menu and point to Create a Flow.

 

When you run this command, the system will open the Select an Existing Flow Template page where you will find a template for new customer approvals.

 

Once this template is selected, you can confirm the connections (if not confirmed automatically). All your connections connected with the Microsoft 365 account will typically be confirmed automatically.