Create documents approvals with Power Automate

Completed

In Business Central, you can apply document approvals with Power Automate flows for the following documents:

  • Sales and Marketing

    • Sales Quote

    • Sales Order

    • Sales Invoice

    • Sales Credit Memo

  • Purchase and Payables

    • Purchase Order

    • Purchase Invoice

    • Purchase Credit Memo

For all those documents, you can create flows by using the templates embedded in the Business Central documents or in Power Automate Studio. Watch the following demonstration on how to create an approval flow from a sales order or from a template in Power Automate and see what results will appear in Business Central.