Skip to content

Commit 5633aad

Browse files
authored
Update across-how-use-financials-data-source-flow.md (#1654)
1 parent 1d543ab commit 5633aad

File tree

1 file changed

+71
-34
lines changed

1 file changed

+71
-34
lines changed

business-central/across-how-use-financials-data-source-flow.md

Lines changed: 71 additions & 34 deletions
Original file line numberDiff line numberDiff line change
@@ -1,17 +1,15 @@
11
---
22
title: Connect Your Data with Power Automate| Microsoft Docs
33
description: You can make your Business Central data available as a data source and specify an OData URL of your web services to build an automated workflow.
4-
author: bmeier90
5-
64
ms.service: dynamics365-business-central
75
ms.topic: conceptual
86
ms.devlang: na
97
ms.tgt_pltfrm: na
108
ms.workload: na
11-
ms.reviewer: edupont
12-
ms.search.keywords: workflow, OData, Power App, SOAP
13-
ms.date: 04/01/2021
9+
ms.search.keywords: workflow, OData, Power App, SOAP, Entity set not found, workflowWebhookSubscriptions
10+
ms.date: 07/27/2021
1411
ms.author: edupont
12+
author: jswymer
1513
---
1614

1715
# Using [!INCLUDE[prod_short](includes/prod_short.md)] in an Automated Workflow
@@ -24,56 +22,95 @@ You can use your [!INCLUDE[prod_short](includes/prod_short.md)] data as part of
2422
> [!NOTE]
2523
> You must have a valid account with [!INCLUDE[prod_short](includes/prod_short.md)] and with Power Automate.
2624
27-
## To add [!INCLUDE[prod_short](includes/prod_short.md)] as a data source in Power Automate
25+
## Add [!INCLUDE[prod_short](includes/prod_short.md)] as a data source in Power Automate
2826

2927
1. In your browser, navigate to [flow.microsoft.com](https://flow.microsoft.com), and then sign in.
3028
2. Choose **My flows** from the ribbon at the top of the page.
31-
3. There are 3 ways to create a flow; **Start from template**, **Start from blank**, and **Start from a connector**. A template is a predefined flow that has been created for you. To use a template, simply select it and create a connection for each service the template uses. With the **Start from blank** and **Start from a connector** options, you can create a new flow completely from scratch.
29+
3. There are 3 ways to create a flow; **Start from template**, **Start from blank**, and **Start from a connector**. A template is a predefined flow that has been created for you. To use a template, select it and create a connection for each service the template uses. With the **Start from blank** and **Start from a connector** options, you can create a new flow completely from scratch.
3230
4. To create from blank, on the **My flows** page, choose the **Start from blank** and **Automated flow** options.
3331
5. Search for **Microsoft [!INCLUDE[prod_long](includes/prod_long.md)]** connector.
3432
6. Define a name and choose the trigger you want to use for your flow.
3533
7. From the list of available triggers, select one of the [!INCLUDE[prod_short](includes/prod_short.md)] triggers available:
3634

37-
*When a vendor approval is requested*,
38-
*When a general journal line approval is requested*,
39-
*When a record is deleted*,
40-
*When a record is changed*,
41-
*When a record is created*,
42-
*When a record is modified*,
43-
*When a general journal batch approval is requested*,
44-
*When a customer approval is requested*,
45-
*When an item approval is requested*,
46-
*When a purchase document approval is requested*, or
47-
*When a sales document approval is requested*.
35+
- *When a vendor approval is requested*
36+
- *When a general journal line approval is requested*
37+
- *When a record is deleted*
38+
- *When a record is changed*
39+
- *When a record is created*
40+
- *When a record is modified*
41+
- *When a general journal batch approval is requested*
42+
- *When a customer approval is requested*
43+
- *When an item approval is requested*
44+
- *When a purchase document approval is requested*
45+
- *When a sales document approval is requested*
4846

49-
8. Power Automate will prompt you to select an environment and company within your [!INCLUDE[prod_short](includes/prod_short.md)] tenant, as well as any conditions in your data that you want to listen for.
47+
8. Power Automate will prompt you to select an environment and company within your [!INCLUDE[prod_short](includes/prod_short.md)] tenant, plus any conditions in your data that you want to listen for.
5048

5149
> [!NOTE]
52-
> The [!INCLUDE[prod_short](includes/prod_short.md)] connector for Power Automate supports multiple production and sandbox environments. If you have not created multiple production or sandbox environments, **Production** is the only available option that you can choose.
50+
> The [!INCLUDE[prod_short](includes/prod_short.md)] connector for Power Automate supports multiple production and sandbox environments. If you haven't created multiple production or sandbox environments, **Production** is the only available option that you can choose.
5351
54-
At this point, you have successfully connected to your Business Central[!INCLUDE[prod_short](includes/prod_short.md)] data and are ready to begin building your flow.
52+
At this point, you've successfully connected to your Business Central[!INCLUDE[prod_short](includes/prod_short.md)] data and are ready to begin building your flow.
5553

5654
9. To create from a template, choose the **Start from template** option.
5755
10. Search for **Microsoft [!INCLUDE[prod_long](includes/prod_long.md)]** templates.
5856
11. From the list of available templates, select one of the templates, and then choose **Create**.
5957

60-
*Request Approval for Microsoft [!INCLUDE[prod_long](includes/prod_long.md)] sales order*,
61-
*Request Approval for Microsoft [!INCLUDE[prod_long](includes/prod_long.md)] sales quote*,
62-
*Request Approval for Microsoft [!INCLUDE[prod_long](includes/prod_long.md)] sales invoice*,
63-
*Request Approval for Microsoft [!INCLUDE[prod_long](includes/prod_long.md)] sales credit memo*,
64-
*Request Approval for Microsoft [!INCLUDE[prod_long](includes/prod_long.md)] customer*,
65-
*Request Approval for Microsoft [!INCLUDE[prod_long](includes/prod_long.md)] purchase order*,
66-
*Request Approval for Microsoft [!INCLUDE[prod_long](includes/prod_long.md)] purchase invoice*,
67-
*Request Approval for Microsoft [!INCLUDE[prod_long](includes/prod_long.md)] purchase credit memo*,
68-
*Request Approval for Microsoft [!INCLUDE[prod_long](includes/prod_long.md)] item*,
69-
*Request Approval for Microsoft [!INCLUDE[prod_long](includes/prod_long.md)] vendor*,
70-
*Request Approval for Microsoft [!INCLUDE[prod_long](includes/prod_long.md)] general journal batch*, or
71-
*Request Approval for Microsoft [!INCLUDE[prod_long](includes/prod_long.md)] general journal lines*.
72-
12. Power Automate will display a list of services used in the flow template and will attempt to connect automatically to those services. If you have not previously connected to a service, you will be prompted to sign in to each of the services you need to connect to. A green checkmark will appear next to each service once a connection has been successfully made. Select **Continue**.
58+
- *Request Approval for Microsoft [!INCLUDE[prod_long](includes/prod_long.md)] sales order*
59+
- *Request Approval for Microsoft [!INCLUDE[prod_long](includes/prod_long.md)] sales quote*
60+
- *Request Approval for Microsoft [!INCLUDE[prod_long](includes/prod_long.md)] sales invoice*
61+
- *Request Approval for Microsoft [!INCLUDE[prod_long](includes/prod_long.md)] sales credit memo*
62+
- *Request Approval for Microsoft [!INCLUDE[prod_long](includes/prod_long.md)] customer*
63+
- *Request Approval for Microsoft [!INCLUDE[prod_long](includes/prod_long.md)] purchase order*
64+
- *Request Approval for Microsoft [!INCLUDE[prod_long](includes/prod_long.md)] purchase invoice*
65+
- *Request Approval for Microsoft [!INCLUDE[prod_long](includes/prod_long.md)] purchase credit memo*
66+
- *Request Approval for Microsoft [!INCLUDE[prod_long](includes/prod_long.md)] item*
67+
- *Request Approval for Microsoft [!INCLUDE[prod_long](includes/prod_long.md)] vendor*
68+
- *Request Approval for Microsoft [!INCLUDE[prod_long](includes/prod_long.md)] general journal batch*
69+
- *Request Approval for Microsoft [!INCLUDE[prod_long](includes/prod_long.md)] general journal lines*
70+
12. Power Automate will display a list of services used in the flow template and will attempt to connect automatically to those services. If you haven't previously connected to a service, you'll be prompted to sign in to each of the services you need to connect to. A green checkmark will appear next to each service once a connection has been successfully made. Select **Continue**.
7371
13. Power Automate will prompt you to select an environment and company within your [!INCLUDE[prod_short](includes/prod_short.md)] tenant. Because each step in the flow is independent of the next, you may be required to define the environment and company multiple times when using a [!INCLUDE[prod_short](includes/prod_short.md)] Power Automate template.
7472

7573
For more information, see the [Power Automate Documentation](/power-automate/getting-started).
7674

75+
## Troubleshooting
76+
77+
### "Entity set not found” error
78+
79+
#### Problem
80+
81+
When creating a new Power Automate Flow using a [!INCLUDE[prod_short](includes/prod_short.md)] approval trigger, like *When a purchase document approval is requested*, you get an error message similar to:
82+
83+
**Entity set not found: \<name\>**
84+
85+
where **\<name\>** is the service name of the missing web service, like **workflowWebhookSubscriptions** or **workflowPurchaseDocumentLines**.
86+
87+
#### Possible cause
88+
89+
Using Power Automate to integrate with your [!INCLUDE[prod_short](includes/prod_short.md)] approvals requires that certain page and codeunit objects are published as web services. By default, most of the required objects are published as web services for you. But in some cases, your environment may have been customized so that these objects are no longer published.
90+
91+
#### Fix
92+
93+
Go to the **Web Services** page and make sure that the following objects are published as web services. There should be an entry in the list for each object, with the **Published** check box selected.
94+
95+
|Object Type|Object ID|Object Name|Service Name|
96+
|-----------|---------|-----------|------------|
97+
|Codeunit| 1544 |WorkflowWebhookSubscription|WorkflowActionResponse|
98+
|Page| 6408| workflowCustomers| workflowCustomers|
99+
|Page |6406 |workflowGenJournalBatches| workflowGenJournalBatches|
100+
|Page |6407 |workflowGenJournalLines|workflowGenJournalLines|
101+
|Page |6409 |workflowItems| workflowItems|
102+
|Page |6405 |Purchase Document Line Entity|workflowPurchaseDocumentLines|
103+
|Page| 6404 |workflowPurchaseDocuments| workflowPurchaseDocuments|
104+
|Page| 6403 |Sales Document Line Entity |workflowSalesDocumentLines|
105+
|Page| 6402| workflowSalesDocuments| workflowSalesDocuments|
106+
|Page| 6410 |workflowVendors| workflowVendors|
107+
|Page| 831 |workflowWebhookSubscriptions| workflowWebhookSubscriptions|
108+
109+
> [!NOTE]
110+
> The **Service Name** value must be exactly as shown in the table. Don't change or translate the service name.
111+
112+
For more information about publishing web services, see [Publish a Web Service](across-how-publish-web-service.md).
113+
77114
## See Also
78115

79116
[Getting Ready for Doing Business](ui-get-ready-business.md)

0 commit comments

Comments
 (0)