Get started with workflows in Dynamics 365 for Customer Engagement

Intermediate
Functional Consultant
Power Platform
Power Automate
Dynamics 365

Important

Dynamics 365 licensing is changing. Microsoft Learn content may reflect either the updated branding or earlier branding during our period of transition. For more information about these licensing changes, seeĀ Dynamics 365 Licensing Update.

Microsoft Flow is now Power Automate. For more information, see this blog. This content will be updated to reflect the branding change in the coming days.

Discover the benefits of using workflows to automate your Dynamics 365 tasks. An introduction to workflow is followed by creating customer workflow actions and building advanced workflows.

In this module, you will:

  • Describe workflows.
  • Configure workflows.
  • Create workflow actions.
  • Create customer workflow actions.
  • Build advanced workflows.

Prerequisites

Basic understanding of Dynamics 365.