#14 Any business user

Conversational Purchase Requisition

Submitted by Mubarak Albahri

Workflow diagram for conversational purchase requisition, from a Claude-driven request through a Power Automate connector into Business Central.
Workflow diagram as submitted

Pain point

Raising a purchase requisition today requires logging into the ERP system and manually creating the request — a separate, manual step that slows procurement down. There's no way to initiate a requisition through a conversational or automated channel without going into the ERP itself.

Proposed solution

Claude sends a request through a Power Automate connector (e.g. an HTTP or custom connector action triggered from a Claude-driven workflow). The flow triggers and picks up the request details, then maps the action to Business Central using the Dynamics 365 Business Central connector's built-in "Create record" action. A purchase requisition record is created in Business Central with the details Claude gathered (item, quantity, requestor, cost center, etc.), flowing into the ERP ready for approval workflows and downstream processing (PO creation, budget checks, vendor selection).

Claude surface

Chat, Cowork, Design