Skip to main content

How to use Forms - Flows - Business Central integration to build your masters in Business Central

Problem Statement:
Few months ago on a client requirement gathering session for Business Central, I realized that the client is asking for portal where the Vendors / Customers can fill in their basic data so that the data is correct and it saves our time to prepare the master.  The easiest way of doing this was by using Microsoft Forms. In this case, I need it for Vendors, so let's see how we can use Forms, Flow and Business Central and integrate them together.

Pre- Requisites:
Microsoft Flow
Microsoft Office Forms
Microsoft Dynamics Business Central

Solution:
The solution I found was creating Form and using Flow integrate the data from the Form into Business Central
1. Create Form with fields which you want to set on the Vendors

Creation Form fields.


2. Create Flow to take each record inserted in Form and integrate this record to Business Central

Creating Flow which loops through each record and passes it to Business Central


Output:
After inserting the data into Forms, automatically MS Flow runs to integrate this record into Business Central.

Before the creation of the Vendor

During the submission of the data in Forms

After the creation of the Vendor

Vendor details as mapped in the Flow

Conclusion:
Thus using MS forms, you can only insert/update/delete the data. You cannot view existing data into the forms. I'm still exploring MS Flow I'll add a few more blogs to make you more familiar with ready-made tools that can help us minimize our development efforts.

I hope you guys like this solution.
Happy Flowing 😀

Comments

Popular posts from this blog

Something went wrong. An Error occurred - Error Resolution

Introduction: With the installation of NAV 2018 or BC On-premise, I have observed that when creating New Server Instance and New WebServer Instance, you will get the error 'Something went wrong. An Error occurred '. I referred to the community questions below but didn't find my resolution. Hence, I decided to write this blog. Pre-requisites: Microsoft Dynamics Business Central - On-Premise / NAV 2018 Understanding of Business Central Authentication  Books & References: https://community.dynamics.com/nav/f/microsoft-dynamics-nav-forum/261301/nav-2018-web-client-an-error-has-occurred https://community.dynamics.com/business/f/dynamics-365-business-central-forum/421987/error-something-went-wrong-an-error-has-occurred-azure-ad-tenant Demonstration: 1. Creation of NAVServerInstance: In order to create NAVServerInstance, you can either add the Server Instance through Business Central Administration or Powershell command. Add Instance - Business Central Administration Add Insta...

How to resolve 'Edit in Excel' issues

  Introduction: As you know that D365 BC offers Edit in Excel functionality. But manipulating or customizing such a  standard functionality is difficult as there is not much control available. Hence, solving issues is also a difficult task. I will be resolving the issue for this specific issue, however, the debugging steps are similar. Pre- requisites : ODATA V4 Connectivity tool for Webservices Microsoft Dynamics 365 Business Central Books & References: https://community.dynamics.com/business/f/dynamics-365-business-central-forum/448226/issue-with-excel-add-in/ Demonstration: The way Edit in Excel works is that for a given page a Webservice is created adding PageID and Page Name. Hence, there are some Webservice connectivity checks in place to validate. 1. Edit in Excel Custom Action on the page: If you are adding Edit in Excel Action on the page, please ensure that you are providing appropriate PageName and Filter criteria as Webservice is using these parameters Refer Ed...

Setting up OAuth Authentication for Business Central Web Services / APIs

Introduction: After upgrading Business Central to version 17 (Wave2 2020), I found that there was an error telling me that WebService Key is going to be deprecated soon. Web Service Access Key is deprecated. Hence, I decided to explore and probably make it easier through this blog. Pre- requisites : Admin Access to Office 365 Admin Access to Azure Demonstration: 1. App Registration on Azure Portal: To enable OAuth authentication for any apps in Azure Active Directory, you will need to perform App Registration and set up the permissions and security details. i.) Register the App: Search for 'App Registration' on the Azure Portal. Click on New Registration Type in the App Names, Account Types and Redirect URI. Registering Application ii.) Setup API Permissions: Go to API Permissions > Add Permissions > Business Central App > Select Delegated Permissions > Select Other Permissions and Financials > Add Permissions Button. Setup API Permissions iii.) Setup Client Secr...