Title:
Beginner Power Automate for the CRM System Administrator
Session Description:
This session is targeted at the CRM System Admin who is looking to learn how to leverage Power Automate for automation. We will talk about different flow types (automated, scheduled and instant) with example flows. We will briefly review connectors and spend time doing a deep dive into the Dataverse connector (both triggers and actions). There will be plenty of real-world scenarios and flows included in this session including, but not limited to: launching Approvals from CRM, sending Teams messages from CRM record updates, launching a flow from a business process flow and more.
Sessions
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Dynamics 365 CE/CRM
-
Power Platform
Type:
Breakout Session
Ability Level:
201 - Intermediate
Primary Product:
Dynamics 365 CE/CRM
Primary Track:
Automation
Track:
Administration; System Administration,Automation
Learning Objective 1:
Understand the different types of Power Automate flows
Learning Objective 2:
Learn good use cases for getting started
Learning Objective 3:
Learn ways to extend CRM with Power Automate
Session Objective for Attendee:
New To,Optimizing