Set up Microsoft Power Automate

Import customer item catalog excel from email

After sending an email to a customer with the Customer Item Catalog excel file attached, the customer can fill in the quantities in it for the items to be ordered. The customer can then reply to the received email and attach the edited file. When the mail with the edited file is received back, it can be automatically converted into a sales order with the correct items, variants, units of measure, and quantities.

To download the Customer Item Catalog Power Automate zip file, click here.

Prerequisites

To process the received email with the Excel file automatically into a sales order, you must set up the Microsoft Power Automate Solution Customer Item Catalog (Managed). To know more, see Deployment Instructions.

You also need

• A generic email address to which customers can send the filled item catalog. This email address will be used to set up Microsoft Power Automate.
• The Outlook-folders used when setting up the Customer Item Catalog solution should exist.

The Power Automate checks whether the sender of the email is present in the Dynamics 365 Business Central. Therefore the customer’s email address must be set up on the customer card. To know more, see Set up export/import Customer Item Catalog via email.