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Fundamentals of CRM with Dynamics 365 and Power Platform

You're reading from   Fundamentals of CRM with Dynamics 365 and Power Platform Enhance your customer relationship management by extending Dynamics 365 using a no-code approach

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Product type Paperback
Published in Oct 2020
Publisher Packt
ISBN-13 9781789950243
Length 644 pages
Edition 1st Edition
Concepts
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Author (1):
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Nicolae Tarla Nicolae Tarla
Author Profile Icon Nicolae Tarla
Nicolae Tarla
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Table of Contents (20) Chapters Close

Preface 1. Section 1 - Platform Structure and Extensibility Capabilities
2. Getting Started with Dynamics 365 FREE CHAPTER 3. Dynamics 365 Platform Structure 4. Section 2 - Default Modules Available with the Platform
5. Dynamics 365 Sales Application 6. Dynamics 365 Customer Service 7. Dynamics 365 Field Service 8. Dynamics 365 Project Service Automation 9. Dynamics 365 Marketing 10. Section 3 - Customization, Configuration, and Extensibility
11. Dynamics 365 Customer Engagement and Power Platform 12. Customizing Dynamics 365 13. Building Better Business Functionality 14. Section 4 - Integrations
15. Out-of-the-Box Integration Capabilities 16. Custom Integration Capabilities 17. Section 5 - Administration
18. Core Administration Concepts 19. Other Books You May Enjoy

Leveraging Microsoft Power Automate flows

Have you ever used IFTTT on your mobile device? If so, then Flow will look familiar, but a lot more useful. Microsoft Power Automate flows allow you to create automation rules and integrate various applications and services. Flows can be triggered automatically or manually and execute within your application or across multiple applications. The most basic example is an approval process, where you need email notifications, user actions, and the ability to store the result set.

As I mentioned before in this chapter, while discussing CDS, Flow is the glue that ties together various aspects of an application.

Within the maker experience in Power Apps, you can navigate from the left navigation to Flows, as in the following screenshot:

Here, you are presented with a listing of exiting flows that you or your team has already created and shared, or the ability to create a new flow.

Selecting New from the top ribbon presents the following options, as...

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