MSDyn365FO: Business events

Finally, I have got around to Business events.

In this blog post, we will go through this feature in details. Additional details about this feature, you can read here: https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/business-events/home-page

I find this feature fascinating because it’s one of the no-code/low code abilities. It enables you implementing the process of notifications upon any event.

What are Business events and Why are they so cool?

According to the Microsoft’s definition, business events are:

In Finance and Operations, a business action that a user performs (can be either a workflow action or a non-workflow action) can generate business events that external systems can use in integration and notification scenarios.

Despite the fact that Business event catalog is quite meager yet, you still can make the most out of this functionality. In this example, we will take one of the existing business events and will try to build notification based on the action that user performs.

Business scenario:

You as finance representative, would like to manage finances in an easily way as well as prioritize the clients who are buying more. It all comes down to quick and seamless process of sending the notification when free text invoice is posted in the Microsoft Dynamics 365 for Finance and Operations.

Walk-through:

Navigate to the Business events form: System administration > Setup > Business events > Business events.

Highlight Free text invoice posted event

Click Download schema button.

Download schema

Txt file, called BusinessEventSchema_CustFreeTextInvoicePostedBusinessEvent, will be downloaded with the following information inside.

{“BusinessEventId”:””,”ControlNumber”:0,”EventId”:””,”EventTime”:”/Date(-2208988800000)/”,”InvoiceAccount”:””,”InvoiceAmountInAccountingCurrency”:0.0,”InvoiceDate”:”/Date(-2208988800000)/”,”InvoiceDueDate”:”/Date(-2208988800000)/”,”InvoiceId”:””,”InvoiceTaxAmount”:0.0,”LegalEntity”:””,”MajorVersion”:0,”MinorVersion”:0}

Next, you can use https://www.jsonschema.net/  a web application, to generate JSON schema from JSON. To do so, copy data from the BusinessEventSchema_CustFreeTextInvoicePostedBusinessEvent file and paste to the JSONSchema.Net web app into left side section.

  1. Click Infer schema button to generate JSON schema.
  2. Click Remove lines button.
  3. Copy to clipboard generated JSON schema.

JSONSchema.Net

Navigate to https://us.flow.microsoft.com/en-us/ to create MS Flow for the notifications.

Log in and switch to My flows.

Click New button.

Instant-from blank

Choose Instant-from blank option.

Search for a trigger – “When a HTTP request is received”.

When a HTTP request is received

Paste copied JSON schema into Request Body JSON schema section.

Select method POST.

Request Body JSON schema

Click Save and copy HTTP POST URL. This will be needed later.

HTTP POST URL

Add new action and choose Send an email.

In this case, we would like to send notification via email when free text invoice has been posted.

Send email

Save the created MS Flow.

In the To field, select recipient email.

In the Subject field, type in the text and select the valid fields for the subject of the email.

In the Body field, type in the text and select the valid fields for the body of the email.

Go back into Microsoft Dynamics 365 for Finance and Operations, into Business events form.

Create New endpoint by clicking New button.

Select Microsoft Flow Endpoint type and click Next.

New endpoint

Type in the Endpoint name.

In the Flow URL section, paste HTTP POST URL value copied from MS Flow.

Configure New endpoint

Click OK button.

New Endpoint has been created.

Created endpoint

Switch to the Business event catalog tab, highlight the Free text invoice posted event and click Activate.

Select the company where the event will be activated.

Select the endpoint for the event.

Click OK.

Configure new business event

Once business event is activated, you could give it a try and post free text invoice.

Free text invoice posted message

Post free text invoice

Once Free text invoice has been posted and message appears….

Free text invoice posted message2

Go to System administration module > Periodic tasks > Start business events batch job.

Start business events batch job

Select Batch processing flag and click OK.

Batch processing

Wait until MS Flow executed successfully.

Email will be sent out as presented below.

Email

Business events are viable functionality that is simple to configure. Beyond that, Business event feature is definitely nice-to-have feature. Even though the list of business events are not completed yet, there are already some useful business events.

Advertisements

3 thoughts on “MSDyn365FO: Business events

  1. Any experience using the Business Event Trigger object in Logic Apps (and Flow I guess)? I cannot get it to roll. It would also be a bit of a must to have nested documents, e.g. including invoice lines, like composite entities. I cannot find any info anywhere on this topic. All existing events are flat. Any idea?

    Like

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google photo

You are commenting using your Google account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s