Power Automate (previously known as MS Flow) is a tool from Microsoft that helps automate different repetitive, time-consuming, and complex tasks so that users can focus on the tasks where needed the most. This ultimately boosts productivity.
For example, let’s say you want to create a case every time you receive an email in outlook and save the attachments to SharePoint. Power automate makes your life easier by automating this process of creating cases.
Benefits of using Power Automate
Ease of Use
Flows are created without any coding involved so you don’t need to have a technical background.
It helps in increasing productivity among employees by automating time-consuming tasks. So that users can focus on the tasks what is more important.
All the flows run in a secure environment and follow the data policies for the organization, so there is no chance of data being leaked or stolen.
Power automate has hundreds of connectors available to use in your flow. These connectors can be used to integrate data from many sources right into your flow. You can integrate data from third-party sources like Dropbox, Asana, Gmail, etc. You can also create custom connectors according to your need.
You can integrate data from one app to another in Microsoft. For example, you can copy data from Business Central to D365 CRM or can copy attachments from Outlook to SharePoint.
How can I use Power automate with Dynamics 365?
There are many cases where using power-automate with D365 will be helpful for your business. Some of them are-
- Automating requests and approvals processes
- Cases Management, such as sending notifications to customers.
- Financial reporting using the data across multiple apps
- Marketing automation
- Sales automation, such as sending timely follow-up emails
- Managing documents across the organization
- Collecting data from external sources like social media or forms.
- Engaging customers through social media
Should I use MS flow?
Power automate is currently evolving and Microsoft is continuously improving it and investing in it by adding more features, connectors, and templates. Automation tools like this can save you a lot of time and increases productivity which ultimately saves you money.
For more examples on how you can use Power Automate with your D365 CRM see the below articles from us-
- How to send email from CRM using Microsoft Power Automate
- How to add a new member to a list on MailChimp using MS flow
- Using Try and Catch in MS Flow
- How to send push notifications on mobile using power automate