Business Central 2022 wave 1 (BC20) new features: New Automate action group (Run Power Automate flows without leaving Business Central)

Dynamics 365 Business Central

Hi, Readers.
The preview environment for Dynamics 365 Business Central 2022 release wave 1 (BC20) is available. Learn more: Link

I will continue to test and share some new features that I hope will be helpful.

Action group to run chosen instant Power Automate flow:

Business value:

Power Automate empowers customers to create their own workflows using a low-code/no-code approach with a vast amount of connectors that make it easy to integrate systems. Dynamics 365 Business Central is no exception and provides multiple integration features that are already released. One new and valuable scenario added now is the ability to trigger a flow manually from inside Business Central. This opens up a possibility for every customer and citizen developer to automate tasks and workflows precisely when and how they need them.

With this release, you can boost your business management system by customizing using Power Automate instant actions launched from any card page. Run workflows of your choice and command Business Central to trigger actions based on Power Automate, e.g., send an update via Teams or email, update the order status, notify your warehouse about changed delivery, etc.

Feature details:

This feature adds a new ability for users to create and then manually trigger an instant Power Automate flow for a given record, such as a customer, item, or sales order. Every customer can now create flows that integrate Business Central with other products in a seamless and no-code approach.

Every card and document page that runs in the context of a data table now features a new Automate group in the action bar. From that group, users can run manual flows defined for Business Central.

The first action in the Automate group adds a new flow based on a new Business Central trigger for Power Automate. While they create the flow in Power Automate, the citizen developer is presented with a choice of values that are passed from Business Central, including the record ID, environment, company, and more. Once it’s been added and defined in Power Automate, the new flow shows up on the card or document page. From this moment, users can run the flow from Business Central through a special Power Automate flyout pane where they can specify extra values.

https://docs.microsoft.com/en-us/dynamics365-release-plan/2022wave1/smb/dynamics365-business-central/action-group-run-chosen-instant-power-automate

Power Automate is an online workflow service that automates actions across the most common apps and services. For example, you can create a flow that runs an approval process when you change values in the Company Information page in Business Central. You can use Power Automate for various tasks such as automating workflows, syncing files, sending notifications, collecting data, and much more.

We have discussed the following topics about Power Automate.
Microsoft Power Automate template (For example, Request approval for sales order)
How to send a message in Teams using Power Automate
How to run AL procedure in Power Automate (Add custom execute actions)

Now this feature has evolved again, we can run Power Automate flows without leaving Business Central. As Microsoft mentioned, every card and document page that runs in the context of a data table now features a new Automate group in the action bar.
For example:
Customer Card:

Item Card:

Sales Orders:

Next let’s see each button (action).

Create New Flow…: Open Create page in Power Automate.

Manage Flows…: Open My flows page in Power Automate.

My Flows: The flows in My Flows of Power Automate will be displayed.

You can select a flow name to run it without leaving Business Central.
For example, I create a very simple flow.

Choose Button -> Post message in a chat or channel (Flow name)

Choose Run flow.

Your flow run successfully started.

Run history in Power Automate.

Result:

Test Video:

Shared Flows: I think this is the Shared with me in Power Automate, but it doesn’t seem to be.🧐 (I will continue to research)

Note: If you are not able to find Automate action group on the page, please ask admin to go to the Feature Management page first to switch it on.

Update 2022/05/17: Dynamics 365 Business Central: “For a selected record (V3)” trigger in Power Automate

Update: This Automate action group has been temporarily removed.
More details: https://www.yammer.com/dynamicsnavdev/threads/1640387112550400

Update info from Dynamics 365 Business Central Launch Event 2022 Release Wave 1:

END

Hope this will help.

Thanks for reading.

ZHU

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