web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

News and Announcements icon
Community site session details

Community site session details

Session Id :
Power Platform Community / Forums / Copilot Studio / How to Pull the Dynami...
Copilot Studio
Unanswered

How to Pull the Dynamics 365 Business Central Customer Records based on the Phone Number

(0) ShareShare
ReportReport
Posted on by 29

Hi Team,

Can you please help me on How to Pull the Dynamics 365 Business Central Customer records based on the Phone Number or Order Number by Using Power Virtual Agents and Power Automate Flows

Categories:
I have the same question (0)
  • Expiscornovus Profile Picture
    33,830 Most Valuable Professional on at

    Hi @RKG,

     

    You could call a flow from within your Power Virtual Agent topic. In that flow you could use the phone number as a filter query in the Find Records (V3) action of the Business Central connector.


    Below is an example setup.

     

    1. The Power Automate flow

     

    In the Customer output variable the following expression is used to check if any customer records are found:

    if(empty(outputs('Find_records_(V3)')?['body/value']), 'No customer found', concat(outputs('Find_records_(V3)')?['body/value'][0]['number'], ' - ', outputs('Find_records_(V3)')?['body/value'][0]['displayName']))

     

    businesscentral_findrecordsv3.png

     

    2. An example of a topic where the user is asked to enter a phone number.

    When it has found a match I am returning the number and the displayname of the first record found back to the bot. When no result is found the text 'No customer found' is sent back to the bot.

     

     

    findcustomer_businesscentral_pvatopic.png

     

    adatumcorporation.png

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Users!

Kudos to our 2025 Community Spotlight Honorees

Congratulations to our 2025 community superstars!

Congratulations to the March Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > Copilot Studio

#1
Valantis Profile Picture

Valantis 619

#2
chiaraalina Profile Picture

chiaraalina 163 Super User 2026 Season 1

#3
Haque Profile Picture

Haque 147

Last 30 days Overall leaderboard