31/10/2025 Automation is key to saving time and increasing productivity. In Dynamics 365, you can use Power Automate to build flows that automatically send an email to the manager, create a follow-up task for the employee, and update the status when an opportunity is created.
Start by going to Power Automate → Create flow → Automated cloud flow . Select the “When a record is created” trigger in Dynamics 365 and select the appropriate entity (e.g., “Opportunity”). Then add actions like “Send email (V2),” “Create a record,” or “Update record.”
You can also combine it with Business Process Flows (BPF) in Dynamics 365 to define standard sales stages: Lead entry → Opportunity qualification → Proposal → Close. Combining BPF and Power Automate makes workflows automated and standardized.
Remember to check your permissions and environment as automation can affect your data. Always enable logging and set up error reporting so you know when your flow isn't running correctly.
Conclusion: Automation in Dynamics 365 helps you reduce manual effort, speed up processing, and ensure every step in the process is done correctly.
Start by going to Power Automate → Create flow → Automated cloud flow . Select the “When a record is created” trigger in Dynamics 365 and select the appropriate entity (e.g., “Opportunity”). Then add actions like “Send email (V2),” “Create a record,” or “Update record.”
You can also combine it with Business Process Flows (BPF) in Dynamics 365 to define standard sales stages: Lead entry → Opportunity qualification → Proposal → Close. Combining BPF and Power Automate makes workflows automated and standardized.
Remember to check your permissions and environment as automation can affect your data. Always enable logging and set up error reporting so you know when your flow isn't running correctly.
Conclusion: Automation in Dynamics 365 helps you reduce manual effort, speed up processing, and ensure every step in the process is done correctly.
