Integración Power Automate y Business Central

Conectores Disponibles

Configuración Inicial

1. Habilitar API en Business Central

Primero, debes habilitar las APIs en Business Central:

// En Business Central Admin Center
// 1. Ir a Environments
// 2. Seleccionar environment
// 3. Ir a API Management
// 4. Habilitar "Enable APIs"

2. Configurar Autenticación

Configura la autenticación para Power Automate:

{
  "client_id": "tu-app-id",
  "client_secret": "tu-client-secret",
  "tenant_id": "tu-tenant-id",
  "environment": "nombre-environment",
  "company": "nombre-empresa"
}

3. Crear Page Extension para Triggers

Extiende páginas para habilitar triggers automáticos:

pageextension 50100 CustomerCardExt extends "Customer Card"
{
    trigger OnAfterGetRecord()
    begin
        // Lógica para trigger automático
        CallPowerAutomateFlow();
    end;

    local procedure CallPowerAutomateFlow()
    var
        HttpClient: HttpClient;
        HttpRequestMessage: HttpRequestMessage;
        HttpResponseMessage: HttpResponseMessage;
        RequestBody: Text;
        FlowUrl: Text;
    begin
        FlowUrl := 'https://prod-xx.westeurope.logic.azure.com/workflows/xxx/triggers/manual/paths/invoke';
        
        RequestBody := CreateJsonPayload();
        
        HttpRequestMessage.Method := 'POST';
        HttpRequestMessage.SetRequestUri(FlowUrl);
        HttpRequestMessage.Content.WriteFrom(RequestBody);
        HttpRequestMessage.Content.GetHeaders().Add('Content-Type', 'application/json');
        
        HttpClient.Send(HttpRequestMessage, HttpResponseMessage);
    end;

    local procedure CreateJsonPayload() JsonPayload: Text
    var
        JsonObject: JsonObject;
        Customer: Record Customer;
    begin
        Customer.Get(Rec."No.");
        
        JsonObject.Add('customerNo', Customer."No.");
        JsonObject.Add('customerName', Customer.Name);
        JsonObject.Add('email', Customer."E-Mail");
        JsonObject.Add('creditLimit', Customer."Credit Limit (LCY)");
        
        JsonObject.WriteTo(JsonPayload);
    end;
}

Ejemplos de Flujos

Flujo 1: Notificación de Nueva Factura

{
  "trigger": {
    "type": "When a record is created (V3)",
    "inputs": {
      "environment": "Production",
      "entityName": "salesInvoices"
    }
  },
  "actions": {
    "Send_email": {
      "type": "Send an email (V2)",
      "inputs": {
        "to": "director@empresa.com",
        "subject": "Nueva factura creada: @{triggerBody()['number']}",
        "body": "Se ha creado una nueva factura por importe de @{triggerBody()['totalAmountIncludingTax']} €"
      }
    }
  }
}

Flujo 2: Sincronización con SharePoint

{
  "trigger": {
    "type": "When a record is modified (V3)",
    "inputs": {
      "environment": "Production",
      "entityName": "customers"
    }
  },
  "actions": {
    "Update_SharePoint_item": {
      "type": "Update item",
      "inputs": {
        "site": "https://tuempresa.sharepoint.com/sites/ventas",
        "list": "Clientes",
        "id": "@{triggerBody()['id']}",
        "Title": "@{triggerBody()['displayName']}",
        "Email": "@{triggerBody()['email']}"
      }
    }
  }
}

Flujo 3: Aprobación de Pedidos

// Codeunit para validar importes
codeunit 50101 SalesOrderValidation
{
    [EventSubscriber(ObjectType::Table, Database::"Sales Header", 'OnAfterInsertEvent', '', false, false)]
    local procedure OnAfterInsertSalesHeader(var Rec: Record "Sales Header")
    begin
        if (Rec."Document Type" = Rec."Document Type"::Order) and (Rec."Amount Including VAT" > 10000) then
            TriggerApprovalFlow(Rec);
    end;

    local procedure TriggerApprovalFlow(SalesHeader: Record "Sales Header")
    var
        HttpClient: HttpClient;
        HttpRequestMessage: HttpRequestMessage;
        HttpResponseMessage: HttpResponseMessage;
        JsonObject: JsonObject;
        JsonText: Text;
    begin
        JsonObject.Add('orderNo', SalesHeader."No.");
        JsonObject.Add('customerName', SalesHeader."Sell-to Customer Name");
        JsonObject.Add('amount', SalesHeader."Amount Including VAT");
        JsonObject.Add('requestorId', UserId);
        
        JsonObject.WriteTo(JsonText);
        
        HttpRequestMessage.Method := 'POST';
        HttpRequestMessage.SetRequestUri('https://prod-xx.westeurope.logic.azure.com/workflows/approval/triggers/manual/paths/invoke');
        HttpRequestMessage.Content.WriteFrom(JsonText);
        
        HttpClient.Send(HttpRequestMessage, HttpResponseMessage);
    end;
}

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