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Getting a customer account details from Fin Ops using a flow

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Posted on by MonkeyAb

Hi everyone,

First time posting so I'm hoping someone can help 🙂
I am setting up a Power Virtual Agent Chat Bot for internal use. I want to be able to request a customer account number and Power Automate to then go and search D365 Fin Ops to find that Account Number and give me back the Customer name.

I have two issues;

1) It throws out an error even if the account number is correct.

2) When typing in the account number it removes any leading zeros which effectively changes the account number

original account number that was being searched was 004001

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MonkeyAb 5 on at

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Re: Getting a customer account details from Fin Ops using a flow

Thanks Taylor.

So I found out my issue for error 1 was simply having a space when it shouldn't (amateur I know)
And you were right, I changed it to string and it maintained the format of the number without removing leading zero's.
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TaylorBecktold 295 on at

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Re: Getting a customer account details from Fin Ops using a flow

Hey @MonkeyAb -

I believe I can assist with issue #2, but this might fix issue #1 as well.

I recommend passing the account number as a string instead of a number. It is removing the leading numbers due to it assuming that is an integer value and integers typically do not have leading 0s.

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