In this post, I will share a Power Automate Flow example. This example is importing data from Microsoft Excel into Microsoft Dynamics 365 Supply Chain Management. It has an example of how to import multiple purchase orders and lines. Besides, it has some logic and special field handling. The example is also shared as a download.
Let your Operations Flow
In the past, I created a series of blog posts to get started with Microsoft Power Automate. At that time, the product was named Microsoft Flow. The example I created to import purchase orders was based on a question from a customer. They had the requirement to import lines from one single vendor. That vendor managed their inventory and sent information about the items they would send, so they could create a purchase order to manage the receipt and process the invoice.
In my example, I changed the Excel file to use multiple vendors. So, it had to create multiple purchase orders and have a correct line numbering per purchase order. Besides, when using the Dynamics 365 Finance and Operations connector, not all fields from the Excel table can be mapped directly. E.g. decimals and date fields need a conversion using a function. As the lines do have a quantity and delivery date, this example is dealing with how to map the data from the Excel connector.
I have created a zip-file with an Excel file and Power Automate package which you can use in your own environment. Make sure the Excel will be accessible from OneDrive for Business or SharePoint location. When you have imported the Power Automate flow, you have to change the file location and Finance and Operations environment in the actions.
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Demonstration and details
In the video below, you can learn how this Power Automate flow is working and I will provide the technical details, so you can learn from several concepts that you can use in your own scenarios and requirements.
I do hope you liked this post and will add value for you in your daily work as a professional. If you have related questions or feedback, don’t hesitate to use the Comment feature below.
That’s all for now. Till next time!