In this post I demonstrate how MS-Flow can automatically create intercompany vendor invoices based on free-text invoices that have been created in another D365FO company.
Intercompany free-text invoicing in D365FO with MS-Flow
21 Wednesday Feb 2018
Posted in Accounts Payable, Accounts Receivable
Microsoft BizApps Finance & Controlling 
Hi..
i have a question about microsoft flow.
i have case for create free text invoice in D365FO but from Sales invoice Dynamics 365 (Field Services). i create using ms-flow, but i get error about customer from dynamics 365 to Dynamics 365 for Operations, say “customer account can’t be found”.
Actually, i have customer account in D365FO like account in Dynamics 365.
can you help me.
Thanks..
LikeLike
Hello Arip,
Have you read about the changes that come with the new Spring release about the D365FO and Field Service integration?
Please see: https://blogs.msdn.microsoft.com/crm/2018/03/21/business-applications-spring-18-release-notes/
If you still want to go with MS Flow, then probably the best place for that is posting questions on the powerusers MS Flow forum here: https://powerusers.microsoft.com/
Best regards,
Ludwig
LikeLike
Hello Ludwig Reinhard,
Thank you for the clear explanation! Very usefull!
I have a few questions related to the FTI flow:
– In order for the flow to execute, do you need to be logged in to the D365 environment? Or does it execute also during the night if you are not logged in D365?
– Does the cross-company flow still require multiple user log-in’s?
Thanks!
Best regards,
Geurt van Assen
LikeLike
Hello Geurt von Assen,
You do not need to be logged into D365FO to execute the Flow but can schedule that also overnight but you will need multiple users / dummy-users if you work with cross-company Flows. That is currently a limitation that will hopefully be fixed with the next releases.
Best regards,
Ludwig
LikeLike
Hello Ludwig,
Thank you for your prompt response!
Hopefully it will be fixed as soon as possible, since it is very usefull!
Thanks again for your clear explanation,
Best regards,
Geurt van Assen
LikeLike
Dear Ludwig
Could I somewhere find a handout of your documentation/presentation as I am struggling to fully setup the MS flow and the screenshots of the video cannot be zoomed in to the level where I can read everything you’ve entered in MS Flow.
Many thanks
Thomas
LikeLike
Hello Thomas,
Have you tried playing the video in HD mode?
Best regards,
Ludwig
LikeLike
thank you for your reply! Yes, but the small entries in the MS Flow are still not readible (eg. when adding the filter and the equals(”;”) – i can’t completely figure it out.
LikeLike
Hello Thomas,
Cannot make an attachment in this comment section. Will send you the Flow zip file that I used so that you can import it in a demo environment and take a look.
Best regards,
Ludwig
LikeLike
Hello Ludwig. Thank you for this useful Demo. I have the same need. Could you please send the Flow zip file so I can import into a Demo environment and test?
LikeLike
Hello again Ludwig. What solution could you envisage to allow the transfer of the Sales FTI dimension values company 1 to the Purchase invoice in company 2?
Again, thank you.
LikeLike
Hi Andrew, This depends on the findims used and on your integration scenario. An easy solution would be creating a mapping table on SharePoint that is used to identify the correct findims in the company that posts the purchase invoice. Best regards, Ludwig
LikeLike