Get started with workflows in Dynamics 365 for Customer Engagement

Functional Consultant
Microsoft Power Platform
Power Automate
Dynamics 365


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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.

Learning objectives

In this module, you will:

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


Basic understanding of Dynamics 365.