D365 Business Central | Power Platforms

Automatically Email Sales Invoices with Word Layout Email Body and PDF Attachment in Microsoft Dynamics 365 Business Central. Automatically emailing invoices with a nicely formatted email body and a PDF attachment is one of the most common Business Central automation needs. With a simple AL customization, you can make your system send branded invoice emails automatically — saving time, improving customer experience, and ensuring professional communication every time. What the automation does When this automation runs, it performs these key steps: Checks the invoice – ensures the invoice is completed or fully paid before sending. Finds the right email addresses – uses the customer’s “Sell-to Email” , and if available, also includes an Approver’s email . Uses a Word layout as the email body – gives your email a polished, branded appearance using your existing Word report layout. Creates a PDF of the invoice – automatically generates and attaches the PDF invoice to the...

Power Pages Tutorial — Create a Custom Button to Update Data via Web API In this tutorial, you’ll learn how to create a custom button in Microsoft Power Pages (formerly Power Apps Portals) that updates data in Microsoft Dataverse using the Web API . This step-by-step guide will help you securely perform server-side updates (PATCH calls) from your portal form with proper token-based authentication. We’ll take the Sales Order form as an example and build a “Submit to BC” button that changes the order’s status when clicked. Objective After completing this tutorial, you’ll be able to: Add custom action buttons to Power Pages. Safely call Dataverse Web API using JavaScript. Use the PortalWebapiJS Web Template to manage authentication. Configure and enable entity-level Web API permissions. Test the complete integration end-to-end. Step 1: Create a Custom Button in the Power Pages Form Open your desired form (e.g., “Edit Sales Order”). Click + Add → HTML text in...