30 Mar, 2020

Automatically close credit activities when customer credit limit is set in D365F&SCM

This video will show how Dynamics 365 for Finance and Supply Chain Management (former Finance and Operations) together with Power Automate (former Flow) can be configured to automatically close credit-related activities for a customer when credit limit for that customer is set. The video will start with process demonstration and then will cover required setups. Such setups will include creation of change-based alert, configuration of business event and flow.

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