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Implementing Microsoft Dynamics 365 Customer Engagement

You're reading from   Implementing Microsoft Dynamics 365 Customer Engagement Configure, customize, and extend Dynamics 365 CE in order to create effective CRM solutions

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Product type Paperback
Published in Mar 2020
Publisher Packt
ISBN-13 9781838556877
Length 426 pages
Edition 1st Edition
Concepts
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Author (1):
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Mahender Pal Mahender Pal
Author Profile Icon Mahender Pal
Mahender Pal
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Table of Contents (14) Chapters Close

Preface 1. Introduction to Dynamics 365 CE FREE CHAPTER 2. Implementation Methodology 3. Requirement Gathering and Analysis 4. Preparing Functional and Technical Design Documents 5. Configuring Your Dynamics 365 CE Organization 6. Customizing Dynamics 365 CE 7. Extending Dynamics 365 CE 8. Integrating Dynamics 365 CE with Other Applications 9. Business Intelligence and Reporting 10. Testing and User Training Planning 11. Migration and Upgrade 12. Deployment and Go-Live Support 13. Other Books You May Enjoy

Integrating Dynamics 365 CE with Power Automate

Another integration option we are going to talk about is Power Automate. If you are new to Power Automate, the simplest explanation would be to call it a cloud tool to automate your business processes. It is a workflow creation tool, whereby our workflow can be associated with a trigger and perform some predefined actions. We can consider it somewhat like our Dynamics 365 CE workflows, which are very useful, especially for business users. Before talking more about Power Automate, let's discuss the built-in workflow capabilities of Dynamics 365 CE a little bit, which are now known as classical workflows. For our integration purposes, we will be using a combination of Dynamics 365 CE workflows and Power Automate. Workflows perform different tasks based on our requirements. We can design a workflow using the workflow designer,...

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