In this post, I’m excited to share a simple yet powerful Power Automate flow that integrates with Business Central to help you automatically notify your accounts team when a customer exceeds their credit limit. Not only does this flow send an email alert, but it also automatically blocks the customer from further trading—all in about 30 minutes! This guide is perfect for beginners looking to streamline their business processes.
What You'll Build

Trigger
A Business Central event that detects when a customer has exceeded their credit limit.
Actions
Get the Customer Record: Retrieve the relevant customer details.
Update the Customer Record: Block the customer from further transactions.
Send an Email Alert: Notify the accounts team with details of the exceeded credit, including a dynamic calculation of the excess amount.
Optional Enhancements: Round numerical values to two decimal places, add a hyperlink to the customer card, and even send an email to the customer.
Flow Overview
Create an Automated Cloud Flow
Trigger: When a business event occurs (V3)
Environment: Choose the correct environment.
Event: Set to Sales credit limit exceeded.
(Optional) Under advanced parameters, select the company if required.
Retrieve Customer Data
Action: Get record (V3)
Environment: Choose your environment.
Company: Select your company.
API Category: v2.0
Table name: customers
Row id: Map to CustomerID from the trigger.
Block the Customer
Action: Update record (V3)
Environment: Choose your environment.
Company: Select your company.
API Category: v2.0
Table name: customers
Row id: Again, use CustomerID from the trigger.
Advanced Parameters: Set the Blocked field to All.
Send an Email to Accounts

Action: Send an email (V2)
To: Enter the email address of your Accounts team.
Subject: Use a formula to calculate and display the excess credit amount.
[Excess Credit] Formula Example:
[Display Name] has exceeded their credit limit by $@{sub(outputs('Get_record_(V3)')?['body/balanceDue'], outputs('Get_record_(V3)')?['body/creditLimit'])}
Email Body:
Hi Accounts, Customer [Display Name] has exceeded their credit limit by $[Excess Credit]. Credit Limit: $[Credit Limit] Balance Due: $[Balance Due] Sent by Power Automate
Additional Enhancements
Rounding to Two Decimal Places
To ensure the monetary values look professional, wrap the dynamic fields with the decimal() function:
Excess Credit:
decimal(sub(outputs('Get_record_(V3)')?['body/balanceDue'], outputs('Get_record_(V3)')?['body/creditLimit']))
Credit Limit:
decimal(outputs('Get_record_(V3)')?['body/creditLimit'])
Balance Due:
decimal(outputs('Get_record_(V3)')?['body/balanceDue'])
Adding a Hyperlink to the Customer Card
In the Send an email (V2) action, insert a hyperlink.
Initially, set the link to something arbitrary like https://fenderit.com.au.
Switch to code view, and replace the static link with the dynamic field WebClientURL from the trigger “When a business event occurs (V3)”.

Notify the Customer
If you’d also like to alert the customer about exceeding their credit limit:
Action: Add another Send an email (V2).
Use the dynamic Email field from Get record (V3) to address the customer.
Customize the message to ensure it is clear and helpful.
Conclusion
This Power Automate flow is an excellent way to leverage Business Central’s event-driven capabilities to automate routine tasks. Not only does it save time by sending alerts and updating records automatically, but it also minimizes manual errors. Whether you’re just starting out or looking to enhance your existing automation, this guide provides a solid foundation.
Have questions or need further customization tips? Reach out through our contact page. Happy automating!