Beginner Power Automate for the CRM System Administrator

Event Time

Originally Aired - Monday, October 14 9:30 AM - 10:30 AM CT

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Event Location

Location: 215


Session Details

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.

PRODUCTS

Sessions

  • 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


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