Get started with workflows in Dynamics 365 for Customer Engagement

Intermediate
Functional Consultant
Power Platform
Microsoft Flow
Dynamics 365
Customer Engagement

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.