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Sending data to Dynamics 365 with Power Automate

Working with multiple vendors or applications that need to communicate with your Dynamics 365 organization can be a challenge. Fortunately, there are simple methods to send data to Dynamics 365 with Power Automate flow.
What is Power Automate?

Microsoft Power Automate, formerly known as Microsoft Flow, is a cloud-based service that allows users to create automated workflows between various applications and services.

Dynamics 365 & Power Platform 2023 Release Wave 1, Customer Service and AI Builder

 

The Dynamics 365 & Power Platform 2023 Release Wave 1 is here and it comes with a host of great new features and improvements. In particular, I want to highlight what's new with Customer Service and AI Builder.
What's new with Customer Service?
Dynamics 365 Customer Service is an industry-leading end-to-end service platform that enables organizations to improve upon customer support, including self and assisted service throughout the customer engagement lifecycle.

We are certified Microsoft Power Platform Developers

We've been busy renewing and taking new certifications. One certification that we recently passed is the Exam PL-400: Microsoft Power Platform Developer. This exam is designed to measure our knowledge in developing within the power platform. Some of the key components measured are:
Configuring the Microsoft Dataverse

If you're not familiar with what this service is, it is basically your own secure, cloud-based database to manage and use with multiple business applications (such as those in the Microsoft power platform). It comes with some pre-built tables to store data such as Customers, Leads, Opportunities, but you can easily create your own custom tables specific to your business needs.

Using Environment Variables with Cloud Flows

Do you leverage data from multiple applications or services? If you haven't already found a way to integrate the data between them, you should check out Microsoft Cloud Flows, which are part of Power Automate and part of the overall Power Platform.
What are Cloud Flows?
Cloud Flows allow power users to build workflows that integrate a diverse set of apps and services, including Dynamics 365, SharePoint, SQL Server, Act!, Twitter and many more! Each workflow can have one trigger, such as a timer or an incoming email or tweet, and one or many actions, such as creating a Lead in your application of choice and sending a text message to a user.

Consuming Excel Files with Cloud Flows for the Dataverse

Do you leverage data from multiple applications or services? If you haven't already found a way to integrate the data between them, you should check out Microsoft Cloud Flows, which are part of Power Automate and part of the overall Power Platform.
What are Cloud Flows?
Cloud Flows allow power users to build workflows that integrate a diverse set of apps and services, including Dynamics 365, SharePoint, SQL Server, Act!, Twitter and many more! Each workflow can have one trigger, such as a timer or an incoming email or tweet, and one or many actions, such as creating a Lead in your application of choice and sending a text message to a user.

Transitioning D365 workflows with custom plugins to Flows

If you're like most D365 organizations, you use background workflows. Depending on the nature of your business, you likely have custom plugins embedded in many of those background workflows. While Microsoft hasn't officially announced the deprecation of background workflows, they are recommending that you transition to using MS Flows.