Excel Appending Records to BC via Power Automate

  • Excel Appending Records to BC via Power Automate

    Posted by Richard Lloyd on June 23, 2025 at 10:20 am

    Hi

    We have been working on a project to add records to the salesQuoteLines table in D365 BC, using MS Excel as a source file and Power Automate as the mechanism.

    Unfortunately, despite weeks of quizzing AI, we have not been able to make this happen. The flow always fails at the HTTP GET stage, usually citing invalid credentials as the reason. When we check the credentials we find them to be valid. We have built in steps to generate a token as part of the flow – it fails. We have created a new apps in Azure portal, assigned the relevant permissions and generated a new secret – it fails. We understand that there has to be a record in salesQuotes to begin with, but even so, it fails.

    Please, any help would be more than appreciated.

    Ian Ray replied 1 month, 2 weeks ago 2 Members · 1 Reply
  • 1 Reply
  • Ian Ray

    Member
    July 18, 2025 at 8:31 pm
    Up
    0
    Down
    ::

    Use the “Dynamics 365 Business Central” action

    “Create Record (v3)”

    Choose your environment, Company. Use API category 2.0

    Table name
    salesQuoteLines

    Permissions won’t be an issue as Power Automate will use Proof Key for Code Exchange (PKCE) behind the scenes. The initiator of the flow logs in with their Entra ID credentials if not already logged in. This is easier to work with and also the safer way of granting permissions since the auth code can only be redeemed by the client that requests it.

    Are you using HTTP Get because of on-premises Business Central? That does make it trickier.

Log in to reply.

Welcome to our new site!

Here you will find a wealth of information created for peopleĀ  that are on a mission to redefine business models with cloud techinologies, AI, automation, low code / no code applications, data, security & more to compete in the Acceleration Economy!