Get informed about the setup of new ledger accounts with MS Flow

14 Sunday Jan 2018

Posted by Ludwig Reinhard in General Ledger

Tags

Alert, Chart of Accounts, Main accounts, MS Flow

In this post I will show you how you can inform people about newly setup ledger accounts in D365FO. Even though Alerts and MS Flow triggers are currently not available for D365FO, you can make use of the standard D365FO functionalities and MS Flow to send notifications to those who are for example responsible for setting up reports to ensure that they don’t miss newly setup ledger accounts.

3 thoughts on “Get informed about the setup of new ledger accounts with MS Flow”

Daan van Aalst said:

2018-03-23 at 08:41

I’m very interested in this topic but can you please send me the text that needs to be entered in MS flow for the advanced filtering. I’m having difficulties to get this right.
Thank you.

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- Ludwig Reinhard said:
  
  2018-03-23 at 10:17
  
  Hi,
  This should be the following filter
  @equals(formatDateTime(item()?[‘ActiveFrom’], ‘yyyy-MM-dd’), formatdatetime(adddays(utcnow(),-1), ‘yyyy-MM-dd’))
  Hint: Please attend the following event as some new options for achieving this might be announced.
  https://dynamics.microsoft.com/en-us/release/spring-2018-release/
  Best regards,
  Ludwig
  
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timschofieldaxblog said:

2018-03-25 at 23:17

Hi Ludwig, great blog posts. Congratulations!
I’m sure you’ve seen that Alerts are back in the Spring ’18 release of Dynamics 365 for Finance and Operations (http://download.microsoft.com/download/1/C/0/1C0A4DB7-9CE8-4D25-AC7F-65579E713BA8/ReleaseNotes_Dynamics365_03192018.pdf p54). Look forward to your inventive posts where you trigger Flows from alert notification emails.
Regards
Tim

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