All Business Central
Actions for Power
Automate At a Glance

There are different Types of Actions

Similar to the overview of the Business Central triggers, you will now receive an insight into the actions that Power Automate has to offer. There are various options available to interact with Business Central. A distinction can be made between interactions with

• Business Central
• Records
• Images, files and documents

Note: if there are different versions of an action (e.g. V2 and V3), always use the latest one.

Actions to interact with Business Central

The first available action for Business Central is “Run action”, which allows you to trigger exactly what the name suggests.

Just like the triggers that react to Business Central, this action requires the specification of “Environment name”, “Company name” and “API category”. The latter then determines which options you can select in the “Action Name” field. Finally, you need an Id.

In the following screenshot, the API category ‘workflowEndpoints’ is accessed for the environment ‘SANDBOX-01’ and the company ‘CRONUS DE’. This makes it possible for Approvals to report the corresponding status - here ‘Approve’ - back to Business Central.

In addition, you can use ‘Get url’ to generate a link to a page in Business Central and ‘Get adaptive card’ to insert this link in order to use the content for an adaptive card, e.g. in Microsoft Teams. Or you can retrieve all available companies with ‘List companies’.

Actions relating to Data Records

The next group contains the actions that deal with records.

These actions always require the following parameters:

• Environment
• Company
• API Category
• Table Name
• (if necessary) Row Id

The “Get record” action is always necessary if you want to work with the data of a record in the further course of the flow.

With the “Update record” action, the available fields are displayed as soon as these values have been provided. You can then enter new values that have been determined during the flow, for example, to update said record.

Actions for Images, Files and Documents

This leaves the actions that interact with images, files or documents in Business Central.

The following example shows how you can create a PDF file from Business Central and save it to SharePoint if e. g. you want to store an invoice automatically in the course of your flow.

The action ‘Get Record’ points to the API category ‘v2.0’, the table ‘salesInvoices’ and the row ID ‘System ID’ and retrieves the corresponding record. You can use this to create the PDF file.

In reverse, you can use the “Update image, file or document” action on Business Central, for example to replace an existing item picture with a new one.

Utilize the Potential of Automation with the Help of Actions

Whether you want to retrieve existing data from Business Central to use it for SharePoint, emails or other services or to transfer new data to Business Central - with these various actions you can implement many scenarios for Business Central in your flows. Try out different actions and enrich your flows so that you can benefit from the advantages of automation in Business Central.