Wouldn’t it be great if your team got an automatic email alert the moment a customer’s sales order exceeds their credit limit?

That’s exactly what we’ll build today — using Power Automate, Business Central, and Outlook.

What We’re Building

We’ll create a flow that:

1. Watches for new or updated sales orders in Business Central.
2. Checks if the customer’s credit limit is breached.
3. Sends a smart email to your team with actionable options.

No manual checks. No delays. Just instant alerts.

What You’ll Need

• Access to Dynamics 365 Business Central (with API enabled).
• A Power Automate
• Microsoft 365 email (Outlook).
• Basic understanding of Business Central tables like Customer, Sales Header, and Sales Line.

The Flow at a Glance

Here’s the flow we’ll build, step by step:

1. Trigger: When a business event occurs (Sales Order created/updated).
2. Adaptive Card: Create a dynamic card with credit limit details.
3. Change Title: Customize the card title based on customer info.
4. Send Email with Options: Notify the team with actionable choices.

Let’s break it down.

 Step-by-Step Guide

🔹 Step 1: Trigger – “When a Business Event Occurs (V3)”

This is where the magic starts.

• Use the Business Central connector.
• Choose the Event sales credit limit.

🔹 Step 2: Create an Adaptive Card

Adaptive Cards are like mini dashboards inside your email.

Use the Adaptive Card Designer to build a card that shows:

• Customer Name
• Credit Limit
• Sales Order Total
• Sales Order No.
• Action buttons like “Review Order”, “Hold Order”, or “Ignore”

🔹 Step 3: Change the Card Title Dynamically

Make the alert personal.

Use a Set Variable or Update Property action to change the card title based on the customer.

Example:

Credit Limit Exceeded for Trey Research.

This grabs attention and makes it clear who the alert is about.

Step: 3 Next, create the Order Picture action in the Sales Order page.

🔹 Step 4: Send Email with Options

Now, let’s notify the team.

• Use the Outlook connector → “Send Email with Options”
• Set the recipient (Sales Manager, Finance Team, etc.)
• Subject: Credit Limit Breach Alert – [Customer Name]
• Body: Embed the Adaptive Card
• Options: “Review Order”, “Hold Order”, “Ignore”

This gives your team the power to act — right from their inbox.

What the Email Looks Like

Here’s a sample: