Using Microsoft Dynamics 365 Business Central actions in action flows

<body>
<p id="docs-hc-snippet" style="display: none;">Before you can include external actions in your action flows, you must connect the action builder to the external system.</p>
<div class="article-banners">
<div id="docs-wmp-link">
<a href="https://support.zendesk.com/hc/en-us/articles/5411234991258-plan" rel="noopener" target="_blank">What's my plan?</a>
</div>
<div class="article-banner" id="suite_all">
<table>
<tbody>
<tr>
<td>
<strong>All Suites</strong>
</td>
<td>Team, Growth, Professional, Enterprise, or Enterprise Plus</td>
</tr>
</tbody>
</table>
</div>
<div class="article-banner" id="support_all">
<table>
<tbody>
<tr>
<td>
<strong>Support</strong>
</td>
<td>Team, Professional, or Enterprise</td>
</tr>
</tbody>
</table>
</div>
</div>
<div id="docs-ai-summary">
<p id="docs-ai-summary-toggle">Summary: <span id="up-triangle">◀</span><span id="down-triangle">▼</span></p>
<p id="docs-ai-summary-content">You can connect action flows to Microsoft Dynamics 365 Business Central to automate workflows involving customers, sales invoices, vendors, and purchase invoices. Use actions like lookup, search, create, and update for these records. Connecting requires OAuth 2.0 authentication with a service account having proper permissions. This integration helps manage external system data directly within your workflows, improving collaboration and data accuracy.</p>
</div>
<div class="body">
<div class="p">By connecting the <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/8855513857306" target="_blank">action builder</a> to external systems, such as Microsoft
Dynamics 365 Business Central, admins can integrate Zendesk with external systems in
automated workflows, improving collaboration and maintaining a seamless experience
across multiple platforms.<div class="note" id="zug_action_flow_external_MS_dynamics_business_central__note_i2z_jtz_v3c">
<span class="notetitle">Note:</span> The steps associated with external
systems in action flows are referred to collectively as <em class="ph i">external
actions</em>.</div>
</div>
<div class="p">This article contains the following topics:<ul class="ul" id="zug_action_flow_external_MS_dynamics_business_central__ul_ysp_sn4_zgc">
<li class="li"><a class="xref" href="#topic_fcs_gtn_g3c">Connecting Microsoft Dynamics 365 Business Central to action builder</a></li>
<li class="li"><a class="xref" href="#topic_z1q_htn_g3c">Using Microsoft Dynamics 365 Business Central actions in action flows</a></li>
</ul>
</div>
</div>
<div aria-labelledby="ariaid-title2" class="topic nested1" id="topic_fcs_gtn_g3c">
<h2 class="title topictitle2" id="ariaid-title2">Connecting Microsoft Dynamics 365 Business Central to action builder</h2>
<div class="body">
<p class="p">Before you can include external actions in your action flows, you must connect the
action builder to the external system.</p>
<div class="p">When connecting to external systems for use in action flows, the following best practices are recommended:<ul class="ul" id="topic_fcs_gtn_g3c__d8e13">
<li class="li">All external actions performed by an action flow are attributed to the user who connected the
external system. Therefore, it's a best practice to use a dedicated service
account rather than personal credentials when connecting to each external
system.</li>
<li class="li">All integrations request access to necessary scopes. However, it's important that you review and validate the scopes before authorizing the connection to the external system.</li>
<li class="li">When managing credentials for API key-based tools, such as OpenAI, it's best to store keys in a secure vault or credential manager.</li>
</ul>
</div>
<div class="p">The Microsoft Dynamics 365 Business Central connection uses OAuth 2.0 authentication
with the following required configuration:<ul class="ul" id="topic_fcs_gtn_g3c__ul_sfv_f1j_zjc">
<li class="li">
<strong class="ph b">Azure Tenant ID</strong>: Your Azure Active Directory Tenant ID in GUID
format.<p class="p">You can find your Azure tenant ID under Azure Active Directory
&gt; Properties.</p>
</li>
<li class="li">
<strong class="ph b">Company ID</strong>: Your Business Central company ID in GUID format.<p class="p">You
can find your Company ID by navigating to your company settings or by
examining the URL when logged in to Business Central.</p>
</li>
<li class="li">
<strong class="ph b">Environment</strong>: Optional environment name (production or sandbox).
Defaults to production if not specified.</li>
</ul>
<div class="note important" id="topic_fcs_gtn_g3c__note_dtt_cbj_zjc">
<span class="importanttitle">Important:</span> Ensure the service account has
appropriate permissions in Business Central to perform the actions you intend to
use in your workflows. The account should have read/write access to customers,
sales invoices, vendors, and purchase invoices as needed.</div>
</div>
<div class="p">
<strong class="ph b">To connect action builder to Microsoft Dynamics 365 Business Central</strong><ol class="ol" id="topic_fcs_gtn_g3c__ol_psh_lk4_zgc">
<li class="li"><span class="ph">In <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4581766374554#topic_hfg_dyz_1hb" target="_blank">Admin Center</a>, click <img class="image" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/ac_apps_integrations_icon.png">
<strong class="ph b">Apps and integrations</strong> in the sidebar, then select <strong class="ph b">Actions &gt; Action
flows</strong>.</span></li>
<li class="li">
<a class="xref" href="https://support.zendesk.com/hc/en-us/articles/8855601898266" target="_blank">Create</a> or <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/9052312956570" target="_blank">edit</a> an action flow.</li>
<li class="li">Open the step sidebar.</li>
<li class="li">Under <strong class="ph b">External actions</strong>, click <strong class="ph b">Microsoft Dynamics 365 Business
Central</strong>.</li>
<li class="li">Click <strong class="ph b">Connect</strong>.</li>
<li class="li">Follow Microsoft Dynamics 365 Business Central's prompts to authenticate and
authorize the connection.<div class="note" id="topic_fcs_gtn_g3c__note_ilr_mtz_v3c">
<span class="notetitle">Note:</span> All external actions
performed by an action flow are attributed to the user who connected the
external system. Therefore, it is a best practice to use a dedicated
service account rather than personal credentials when connecting to each
external system.</div>
</li>
</ol>
</div>
<p class="p">After you've connected to the system, you'll see an indicator that it's connected and
details about the instance you're connected to, as well as the actions available for
Microsoft Dynamics 365 Business Central.</p>
</div>
</div>
<div aria-labelledby="ariaid-title3" class="topic nested1" id="topic_z1q_htn_g3c">
<h2 class="title topictitle2" id="ariaid-title3">Using Microsoft Dynamics 365 Business Central actions in action flows</h2>
<div class="body">
<div class="p">The following Microsoft Dynamics 365 Business Central actions are available:<ul class="ul" id="topic_z1q_htn_g3c__ul_jby_q44_zgc">
<li class="li"><a class="xref" href="#topic_lck_r44_zgc">Lookup customer</a></li>
<li class="li"><a class="xref" href="#topic_epg_35z_v3c">Search customers</a></li>
<li class="li"><a class="xref" href="#topic_vmc_h5z_v3c">Create customer</a></li>
<li class="li"><a class="xref" href="#topic_alf_24q_jjc">Update customer</a></li>
<li class="li"><a class="xref" href="#topic_rcd_lxm_pjc">Lookup sales
invoice</a></li>
<li class="li"><a class="xref" href="#topic_mjr_j4q_jjc">Create sales
invoice</a></li>
<li class="li"><a class="xref" href="#topic_wfm_m4q_jjc">Update sales
invoice</a></li>
<li class="li"><a class="xref" href="#topic_vmr_lkz_jjc">Search sales
invoices</a></li>
<li class="li"><a class="xref" href="#topic_lqp_skz_jjc">Create vendor</a></li>
<li class="li"><a class="xref" href="#topic_lvn_1nz_jjc">Create purchase
invoice</a></li>
</ul>
</div>
</div>
<div aria-labelledby="ariaid-title4" class="topic nested2" id="topic_lck_r44_zgc">
<h3 class="title topictitle3" id="ariaid-title4">Looking up a customer</h3>
<div class="body">
<p class="p">Use the <em class="ph i">Lookup customer</em> action to retrieve a single customer by exact
match on ID, number, email, or phone number.</p>
<p class="p">This action has the following inputs and outputs:</p>
<div class="p">
<div class="tablenoborder">
<table border="1" cellpadding="4" cellspacing="0" class="table" frame="border" id="topic_lck_r44_zgc__table_dgb_n11_w3c" rules="all" summary="">
<colgroup>
<col>
<col>
</colgroup>
<thead class="thead" style="text-align:left;">
<tr class="row">
<th class="entry cellrowborder" id="d89e255" style="text-align:left;vertical-align:top;"> </th>
<th class="entry cellrowborder" id="d89e257" style="text-align:left;vertical-align:top;">Variables</th>
</tr>
</thead>
<tbody class="tbody">
<tr class="row">
<td class="entry cellrowborder" headers="d89e255" style="text-align:left;vertical-align:top;">Inputs</td>
<td class="entry cellrowborder" headers="d89e257" style="text-align:left;vertical-align:top;">
<p class="p">Optional: <code class="ph codeph">Customer ID</code>, <code class="ph codeph">Customer
Number</code>, <code class="ph codeph">Email</code>,
<code class="ph codeph">Phone Number</code></p>
</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" headers="d89e255" style="text-align:left;vertical-align:top;">Output</td>
<td class="entry cellrowborder" headers="d89e257" style="text-align:left;vertical-align:top;">Customer details including ID, number, display name,
type, email, phone, website, address fields, currency code,
balance, overdue amount, total sales, blocked status, and
last modified timestamp.</td>
</tr>
</tbody>
</table>
</div>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title5" class="topic nested2" id="topic_epg_35z_v3c">
<h3 class="title topictitle3" id="ariaid-title5">Searching for customers</h3>
<div class="body">
<p class="p">Use the <em class="ph i">Search customers</em> action to search for customers in Business
Central with multiple filter criteria.</p>
<p class="p">This action has the following inputs and outputs:</p>
<div class="p">
<div class="tablenoborder">
<table border="1" cellpadding="4" cellspacing="0" class="table" frame="border" id="topic_epg_35z_v3c__table_xf2_1jz_jjc" rules="all" summary="">
<colgroup>
<col>
<col>
</colgroup>
<thead class="thead" style="text-align:left;">
<tr class="row">
<th class="entry cellrowborder" id="d89e332" style="text-align:left;vertical-align:top;"> </th>
<th class="entry cellrowborder" id="d89e334" style="text-align:left;vertical-align:top;">Variables</th>
</tr>
</thead>
<tbody class="tbody">
<tr class="row">
<td class="entry cellrowborder" headers="d89e332" style="text-align:left;vertical-align:top;">Inputs</td>
<td class="entry cellrowborder" headers="d89e334" style="text-align:left;vertical-align:top;">Optional: <code class="ph codeph">Display Name</code>, <code class="ph codeph">Customer
Number</code>, <code class="ph codeph">Email</code>, <code class="ph codeph">Phone
Number</code>, <code class="ph codeph">City</code>,
<code class="ph codeph">Country</code>
</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" headers="d89e332" style="text-align:left;vertical-align:top;">Output</td>
<td class="entry cellrowborder" headers="d89e334" style="text-align:left;vertical-align:top;">Array of customer objects containing ID, number, display
name, type, email, phone, website, address fields, tax
information, currency code, blocked status, balance, overdue
amount, total sales, and last modified timestamp, plus total
result count.</td>
</tr>
</tbody>
</table>
</div>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title6" class="topic nested2" id="topic_vmc_h5z_v3c">
<h3 class="title topictitle3" id="ariaid-title6">Creating a customer</h3>
<div class="body">
<p class="p">Use the <em class="ph i">Create customer</em> action to add a new customer record to Business
Central.</p>
<p class="p">This action has the following inputs and outputs:</p>
<div class="p">
<div class="tablenoborder">
<table border="1" cellpadding="4" cellspacing="0" class="table" frame="border" id="topic_vmc_h5z_v3c__table_qtw_kjz_jjc" rules="all" summary="">
<colgroup>
<col>
<col>
</colgroup>
<thead class="thead" style="text-align:left;">
<tr class="row">
<th class="entry cellrowborder" id="d89e413" style="text-align:left;vertical-align:top;"> </th>
<th class="entry cellrowborder" id="d89e415" style="text-align:left;vertical-align:top;">Variables</th>
</tr>
</thead>
<tbody class="tbody">
<tr class="row">
<td class="entry cellrowborder" headers="d89e413" style="text-align:left;vertical-align:top;">Inputs</td>
<td class="entry cellrowborder" headers="d89e415" style="text-align:left;vertical-align:top;">Required: <code class="ph codeph">Display Name</code><p class="p">Optional:
<code class="ph codeph">Customer Number</code>,
<code class="ph codeph">Email</code>, <code class="ph codeph">Phone
Number</code>, <code class="ph codeph">Website</code>,
<code class="ph codeph">Address Line 1</code>, <code class="ph codeph">Address
Line 2</code>, <code class="ph codeph">City</code>,
<code class="ph codeph">State</code>, <code class="ph codeph">Country</code>,
<code class="ph codeph">Postal Code</code>, <code class="ph codeph">Tax
Liable</code>, <code class="ph codeph">Currency
Code</code></p>
</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" headers="d89e413" style="text-align:left;vertical-align:top;">Output</td>
<td class="entry cellrowborder" headers="d89e415" style="text-align:left;vertical-align:top;">Customer details including ID, number, display name,
type, email, phone, website, address fields, tax
information, currency code, blocked status, balance, overdue
amount, total sales, and last modified timestamp.</td>
</tr>
</tbody>
</table>
</div>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title7" class="topic nested2" id="topic_alf_24q_jjc">
<h3 class="title topictitle3" id="ariaid-title7">Updating a customer</h3>
<div class="body">
<p class="p">Use the <em class="ph i">Update customer</em> action to modify an existing customer record in
Business Central.</p>
<p class="p">This action has the following inputs and outputs:</p>
<div class="p">
<div class="tablenoborder">
<table border="1" cellpadding="4" cellspacing="0" class="table" frame="border" id="topic_alf_24q_jjc__table_yhf_pjz_jjc" rules="all" summary="">
<colgroup>
<col>
<col>
</colgroup>
<thead class="thead" style="text-align:left;">
<tr class="row">
<th class="entry cellrowborder" id="d89e518" style="text-align:left;vertical-align:top;"> </th>
<th class="entry cellrowborder" id="d89e520" style="text-align:left;vertical-align:top;">Variables</th>
</tr>
</thead>
<tbody class="tbody">
<tr class="row">
<td class="entry cellrowborder" headers="d89e518" style="text-align:left;vertical-align:top;">Inputs</td>
<td class="entry cellrowborder" headers="d89e520" style="text-align:left;vertical-align:top;">Required: <code class="ph codeph">Customer ID</code><p class="p">Optional:
<code class="ph codeph">Display Name</code>,
<code class="ph codeph">Email</code>, <code class="ph codeph">Phone
Number</code>, <code class="ph codeph">Website</code>,
<code class="ph codeph">Address Line 1</code>, <code class="ph codeph">Address
Line 2</code>, <code class="ph codeph">City</code>,
<code class="ph codeph">State</code>, <code class="ph codeph">Country</code>,
<code class="ph codeph">Postal Code</code>, <code class="ph codeph">Tax
Liable</code>, <code class="ph codeph">Currency
Code</code></p>
</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" headers="d89e518" style="text-align:left;vertical-align:top;">Output</td>
<td class="entry cellrowborder" headers="d89e520" style="text-align:left;vertical-align:top;">Updated customer details including ID, number, display
name, type, email, phone, website, address fields, tax
information, currency code, blocked status, balance, overdue
amount, total sales, and last modified timestamp.</td>
</tr>
</tbody>
</table>
</div>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title8" class="topic nested2" id="topic_rcd_lxm_pjc">
<h3 class="title topictitle3" id="ariaid-title8">Looking up a sales invoice</h3>
<div class="body">
<p class="p">Use the <em class="ph i">Lookup sales invoice</em> action to retrieve a single sales invoice by
exact match on ID, invoice number, customer number, or external document
number.</p>
<p class="p">This action has the following inputs and outputs:</p>
<div class="p">
<div class="tablenoborder">
<table border="1" cellpadding="4" cellspacing="0" class="table" frame="border" id="topic_rcd_lxm_pjc__table_kd3_mxm_pjc" rules="all" summary="">
<colgroup>
<col>
<col>
</colgroup>
<thead class="thead" style="text-align:left;">
<tr class="row">
<th class="entry cellrowborder" id="d89e622" style="text-align:left;vertical-align:top;"> </th>
<th class="entry cellrowborder" id="d89e624" style="text-align:left;vertical-align:top;">Variables</th>
</tr>
</thead>
<tbody class="tbody">
<tr class="row">
<td class="entry cellrowborder" headers="d89e622" style="text-align:left;vertical-align:top;">Inputs</td>
<td class="entry cellrowborder" headers="d89e624" style="text-align:left;vertical-align:top;">Optional: <code class="ph codeph">Sales Invoice ID</code>,
<code class="ph codeph">Invoice Number</code>, <code class="ph codeph">Customer
Number</code>, <code class="ph codeph">External Document
Number</code>
</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" headers="d89e622" style="text-align:left;vertical-align:top;">Output</td>
<td class="entry cellrowborder" headers="d89e624" style="text-align:left;vertical-align:top;">Sales invoice details including ID, number, dates,
customer information, billing and shipping details,
currency, pricing, discount, tax amounts, totals, status,
contact information, and array of line items with
descriptions, quantities, prices, discounts, tax details,
and amounts.</td>
</tr>
</tbody>
</table>
</div>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title9" class="topic nested2" id="topic_mjr_j4q_jjc">
<h3 class="title topictitle3" id="ariaid-title9">Creating a sales invoice</h3>
<div class="body">
<p class="p">Use the <em class="ph i">Create sales invoice</em> action to create a new sales invoice in
Business Central.</p>
<p class="p">This action has the following inputs and outputs:</p>
<div class="p">
<div class="tablenoborder">
<table border="1" cellpadding="4" cellspacing="0" class="table" frame="border" id="topic_mjr_j4q_jjc__table_n25_xjz_jjc" rules="all" summary="">
<colgroup>
<col>
<col>
</colgroup>
<thead class="thead" style="text-align:left;">
<tr class="row">
<th class="entry cellrowborder" id="d89e696" style="text-align:left;vertical-align:top;"> </th>
<th class="entry cellrowborder" id="d89e698" style="text-align:left;vertical-align:top;">Variables</th>
</tr>
</thead>
<tbody class="tbody">
<tr class="row">
<td class="entry cellrowborder" headers="d89e696" style="text-align:left;vertical-align:top;">Inputs</td>
<td class="entry cellrowborder" headers="d89e698" style="text-align:left;vertical-align:top;">Optional: <code class="ph codeph">Customer ID</code>, <code class="ph codeph">Customer
Number</code>, <code class="ph codeph">Invoice Date</code>,
<code class="ph codeph">Posting Date</code>, <code class="ph codeph">Due
Date</code>, <code class="ph codeph">External Document Number</code>,
<code class="ph codeph">Customer PO Reference</code>,
<code class="ph codeph">Salesperson</code>, <code class="ph codeph">Currency
Code</code>,<code class="ph codeph">Ship To Name</code>,
<code class="ph codeph">Ship To Address Line 1</code>, <code class="ph codeph">Ship To
Address Line 2</code>, <code class="ph codeph">Ship To City</code>,
<code class="ph codeph">Ship To State</code>, <code class="ph codeph">Ship To
Country</code>, <code class="ph codeph">Ship To Postal Code</code>,
<code class="ph codeph">Ship To Contact</code>, <code class="ph codeph">Phone
Number</code>, <code class="ph codeph">Email</code>, <code class="ph codeph">Line
Item Type</code>, <code class="ph codeph">Line Item Number</code>,
<code class="ph codeph">Line Description</code>, <code class="ph codeph">Line
Quantity</code>, <code class="ph codeph">Line Unit Price</code>,
<code class="ph codeph">Line Discount Percent</code>, <code class="ph codeph">Line Tax
Code</code>
</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" headers="d89e696" style="text-align:left;vertical-align:top;">Output</td>
<td class="entry cellrowborder" headers="d89e698" style="text-align:left;vertical-align:top;">Sales invoice details including ID, number, customer
information, billing and shipping details, dates,
references, salesperson, status, currency, pricing,
discount, tax amounts, totals, remaining amount, contact
information, and array of line items with full
details.</td>
</tr>
</tbody>
</table>
</div>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title10" class="topic nested2" id="topic_wfm_m4q_jjc">
<h3 class="title topictitle3" id="ariaid-title10">Updating a sales invoice</h3>
<div class="body">
<p class="p">Use the <em class="ph i">Update sales invoice</em> action to modify an existing sales invoice in
Business Central.</p>
<p class="p">This action has the following inputs and outputs:</p>
<div class="p">
<div class="tablenoborder">
<table border="1" cellpadding="4" cellspacing="0" class="table" frame="border" id="topic_wfm_m4q_jjc__table_zlg_ckz_jjc" rules="all" summary="">
<colgroup>
<col>
<col>
</colgroup>
<thead class="thead" style="text-align:left;">
<tr class="row">
<th class="entry cellrowborder" id="d89e840" style="text-align:left;vertical-align:top;"> </th>
<th class="entry cellrowborder" id="d89e842" style="text-align:left;vertical-align:top;">Variables</th>
</tr>
</thead>
<tbody class="tbody">
<tr class="row">
<td class="entry cellrowborder" headers="d89e840" style="text-align:left;vertical-align:top;">Inputs</td>
<td class="entry cellrowborder" headers="d89e842" style="text-align:left;vertical-align:top;">
<p class="p">Required: <code class="ph codeph">Sales Invoice
ID</code></p>
Optional: <code class="ph codeph">Invoice Date</code>,
<code class="ph codeph">Posting Date</code>, <code class="ph codeph">Due
Date</code>, <code class="ph codeph">External Document Number</code>,
<code class="ph codeph">Customer PO Reference</code>,
<code class="ph codeph">Salesperson</code>, <code class="ph codeph">Currency
Code</code>,<code class="ph codeph">Ship To Name</code>,
<code class="ph codeph">Ship To Address Line 1</code>, <code class="ph codeph">Ship To
Address Line 2</code>, <code class="ph codeph">Ship To City</code>,
<code class="ph codeph">Ship To State</code>, <code class="ph codeph">Ship To
Country</code>, <code class="ph codeph">Ship To Postal Code</code>,
<code class="ph codeph">Ship To Contact</code>, <code class="ph codeph">Phone
Number</code>, <code class="ph codeph">Email</code>,
<code class="ph codeph">Status</code>, <code class="ph codeph">Add Line Item
Type</code>, <code class="ph codeph">Add Line Item Number</code>,
<code class="ph codeph">Add Line Description</code>, <code class="ph codeph">Add Line
Quantity</code>, <code class="ph codeph">Add Line Unit Price</code>,
<code class="ph codeph">Add Line Discount Percent</code>, <code class="ph codeph">Add
Line Tax Code</code>
</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" headers="d89e840" style="text-align:left;vertical-align:top;">Output</td>
<td class="entry cellrowborder" headers="d89e842" style="text-align:left;vertical-align:top;">Updated sales invoice details including ID, number,
customer information, billing and shipping details, dates,
references, salesperson, status, currency, pricing,
discount, tax amounts, totals, remaining amount, contact
information, and array of line items.</td>
</tr>
</tbody>
</table>
</div>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title11" class="topic nested2" id="topic_vmr_lkz_jjc">
<h3 class="title topictitle3" id="ariaid-title11">Searching for sales invoices</h3>
<div class="body">
<p class="p">Use the <em class="ph i">Search sales invoices</em> action to search for sales invoices in
Business Central with filter criteria.</p>
<p class="p">This action has the following inputs and outputs:</p>
<div class="p">
<div class="tablenoborder">
<table border="1" cellpadding="4" cellspacing="0" class="table" frame="border" id="topic_vmr_lkz_jjc__table_wmr_lkz_jjc" rules="all" summary="">
<colgroup>
<col>
<col>
</colgroup>
<thead class="thead" style="text-align:left;">
<tr class="row">
<th class="entry cellrowborder" id="d89e985" style="text-align:left;vertical-align:top;"> </th>
<th class="entry cellrowborder" id="d89e987" style="text-align:left;vertical-align:top;">Variables</th>
</tr>
</thead>
<tbody class="tbody">
<tr class="row">
<td class="entry cellrowborder" headers="d89e985" style="text-align:left;vertical-align:top;">Inputs</td>
<td class="entry cellrowborder" headers="d89e987" style="text-align:left;vertical-align:top;">Optional: <code class="ph codeph">Invoice Number</code>,
<code class="ph codeph">Customer Number</code>, <code class="ph codeph">External
Document Number</code>,
<code class="ph codeph">Status</code>
</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" headers="d89e985" style="text-align:left;vertical-align:top;">Output</td>
<td class="entry cellrowborder" headers="d89e987" style="text-align:left;vertical-align:top;">Array of sales invoice objects containing ID, number,
customer information, billing and shipping details, dates,
references, salesperson, status, currency, pricing,
discount, tax amounts, totals, remaining amount, contact
information, and line items array, plus total result
count.</td>
</tr>
</tbody>
</table>
</div>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title12" class="topic nested2" id="topic_lqp_skz_jjc">
<h3 class="title topictitle3" id="ariaid-title12">Creating a vendor</h3>
<div class="body">
<p class="p">Use the <em class="ph i">Create vendor</em> action to add a new vendor or supplier record to
Business Central.</p>
<p class="p">This action has the following inputs and outputs:</p>
<div class="p">
<div class="tablenoborder">
<table border="1" cellpadding="4" cellspacing="0" class="table" frame="border" id="topic_lqp_skz_jjc__table_nqp_skz_jjc" rules="all" summary="">
<colgroup>
<col>
<col>
</colgroup>
<thead class="thead" style="text-align:left;">
<tr class="row">
<th class="entry cellrowborder" id="d89e1059" style="text-align:left;vertical-align:top;"> </th>
<th class="entry cellrowborder" id="d89e1061" style="text-align:left;vertical-align:top;">Variables</th>
</tr>
</thead>
<tbody class="tbody">
<tr class="row">
<td class="entry cellrowborder" headers="d89e1059" style="text-align:left;vertical-align:top;">Inputs</td>
<td class="entry cellrowborder" headers="d89e1061" style="text-align:left;vertical-align:top;">
<p class="p">Required: <code class="ph codeph">Display Name</code></p>
<p class="p">Optional:<code class="ph codeph"> Vendor Number</code>,
<code class="ph codeph">Email</code>, <code class="ph codeph">Phone
Number</code>, <code class="ph codeph">Website</code>,
<code class="ph codeph">Address Line 1</code>, <code class="ph codeph">Address
Line 2</code>, <code class="ph codeph">City</code>,
<code class="ph codeph">State</code>, <code class="ph codeph">Country</code>,
<code class="ph codeph">Postal Code</code>, <code class="ph codeph">Vendor Posting
Group</code>, <code class="ph codeph">Currency Code</code>,
<code class="ph codeph">IRS 1099 Code</code>, <code class="ph codeph">Tax
Registration Number</code>, <code class="ph codeph">Payment Terms
ID</code>, <code class="ph codeph">Payment Method ID</code>,
<code class="ph codeph">Tax Liable</code>,
<code class="ph codeph">Blocked</code></p>
</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" headers="d89e1059" style="text-align:left;vertical-align:top;">Output</td>
<td class="entry cellrowborder" headers="d89e1061" style="text-align:left;vertical-align:top;">Vendor details including ID, number, display name, email,
phone, website, address fields, vendor posting group,
currency code, IRS 1099 code, tax information, payment
terms, payment method, blocked status, balance, and last
modified timestamp.</td>
</tr>
</tbody>
</table>
</div>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title13" class="topic nested2" id="topic_lvn_1nz_jjc">
<h3 class="title topictitle3" id="ariaid-title13">Creating a purchase invoice</h3>
<div class="body">
<p class="p">Use the <em class="ph i">Create purchase invoice</em> action to create a new purchase invoice
for recording supplier invoices and expenses. </p>
<p class="p">This action has the following inputs and outputs:</p>
<div class="p">
<div class="tablenoborder">
<table border="1" cellpadding="4" cellspacing="0" class="table" frame="border" id="topic_lvn_1nz_jjc__table_nvn_1nz_jjc" rules="all" summary="">
<colgroup>
<col>
<col>
</colgroup>
<thead class="thead" style="text-align:left;">
<tr class="row">
<th class="entry cellrowborder" id="d89e1187" style="text-align:left;vertical-align:top;"> </th>
<th class="entry cellrowborder" id="d89e1189" style="text-align:left;vertical-align:top;">Variables</th>
</tr>
</thead>
<tbody class="tbody">
<tr class="row">
<td class="entry cellrowborder" headers="d89e1187" style="text-align:left;vertical-align:top;">Inputs</td>
<td class="entry cellrowborder" headers="d89e1189" style="text-align:left;vertical-align:top;">
<p class="p">Optional: <code class="ph codeph">Vendor ID</code>, <code class="ph codeph">Vendor
Number</code>, <code class="ph codeph">Invoice Date</code>,
<code class="ph codeph">Due Date</code>, <code class="ph codeph">Vendor Invoice
Number</code>, <code class="ph codeph">Currency Code</code>,
<code class="ph codeph">Prices Include Tax</code>,
<code class="ph codeph">Discount Amount</code></p>
</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" headers="d89e1187" style="text-align:left;vertical-align:top;">Output</td>
<td class="entry cellrowborder" headers="d89e1189" style="text-align:left;vertical-align:top;">Purchase invoice details including ID, number, invoice
date, due date, vendor information, vendor invoice number,
total amounts excluding tax, total tax amount, total amount
including tax, status, and last modified timestamp.</td>
</tr>
</tbody>
</table>
</div>
</div>
</div>
</div>
</div>
<script id="docs-schema-markup" type="application/ld+json">{
"@context": "https://schema.org",
"@type": "TechArticle",
"@id": "https://support.zendesk.com/hc/en-us/articles/11038188376602-Using-Microsoft-Dynamics-365-Business-Central-actions-in-action-flows",
"url": "https://support.zendesk.com/hc/en-us/articles/11038188376602-Using-Microsoft-Dynamics-365-Business-Central-actions-in-action-flows",
"headline": "Using Microsoft Dynamics 365 Business Central actions in action flows",
"description": "You can connect an action builder to Microsoft Dynamics 365 Business Central using OAuth 2.0 authentication to perform various customer, sales invoice, vendor, and purchase invoice actions within automated workflows.",
"articleSection": "Product help",
"datePublished": "2026-07-21T20:24:45.182604+00:00",
"dateModified": "2026-07-21T20:24:48.229486+00:00",
"inLanguage": "en-US",
"mainEntityOfPage": {
"@type": "WebPage",
"@id": "https://support.zendesk.com/hc/en-us/articles/11038188376602-Using-Microsoft-Dynamics-365-Business-Central-actions-in-action-flows"
},
"author": {
"@type": "Organization",
"name": "Zendesk",
"url": "https://www.zendesk.com"
},
"publisher": {
"@type": "Organization",
"name": "Zendesk"
},
"isPartOf": {
"@type": "WebSite",
"name": "Zendesk Help",
"url": "https://support.zendesk.com/hc/en-us"
},
"about": {
"@type": "SoftwareApplication",
"name": "Zendesk"
}
}</script><script id="ai-summary-script">
//<![CDATA[
const ai_summary_style = document.createElement('style');
ai_summary_style.innerHTML = `#styled-article-body{padding:0 0 0}#article-body #docs-ai-summary{background-color:#f3f3f3;border:1px solid #d3d3d3;padding:10px 10px 6px;margin-bottom:16px}#article-body #docs-ai-summary #docs-ai-summary-toggle{font-size:.9em;font-weight:700;margin-bottom:4px;cursor:pointer;display:flex;justify-content:space-between;align-items:center}#article-body #docs-ai-summary #docs-ai-summary-toggle #up-triangle{margin-left:auto;padding-right:10px;display:none}#article-body #docs-ai-summary #docs-ai-summary-toggle #down-triangle{margin-left:auto;padding-right:10px}#article-body #docs-ai-summary #docs-ai-summary-content{font-size:.9em;padding-left:25px;padding-right:25px;margin-bottom:12px}`;
document.head.appendChild(ai_summary_style);

const toggleAISummary = () => {
const summary = document.getElementById("docs-ai-summary-content");
const upTriangle = document.getElementById("up-triangle");
const downTriangle = document.getElementById("down-triangle");
if (summary.style.display === "none") {
summary.style.display = "block";
upTriangle.style.display = "none";
downTriangle.style.display = "inline";
} else {
summary.style.display = "none";
upTriangle.style.display = "inline";
downTriangle.style.display = "none";
}
};

document.getElementById("docs-ai-summary-toggle").addEventListener("click", toggleAISummary);
//]]>
</script>
</body>