Automation in Dynamics 365 Alex Fredrickson, Account Executive - - PowerPoint PPT Presentation

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Jul 06, 2023 105 likes •360 views

Automation in Dynamics 365 Alex Fredrickson, Account Executive Elevate, Seattle Our Focus Your Tools Scenarios Automation Tools in D365 When to Automate Live Demo Resources A look at some examples Enable Your Power Users Your Tools

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Automation in Dynamics 365

Alex Fredrickson, Account Executive Elevate, Seattle

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Our Focus

Your Tools

Automation Tools in D365

Live Demo

A look at some examples

Scenarios

When to Automate

Resources

Enable Your Power Users

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Your Tools

Workflow
Business Rules
Actions
Automate Reporting

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Workflow

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Starting Simple

When new client Account is created generate an email to the Finance team containing

the relevant Customer details.

If Account Primary Contact changes, send the updated contact information to AR
Populate existing Contact and Account information on the Lead/Opportunity form.
Send Onboarding documents to new customers
Create and email Master Services Agreement
Notify users of new Project Service assignments, or Field Service Work Orders
Bulk Update records based on conditions
Set Customer Tier based on Order History

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Customer Onboarding

Close a Sale Prepare Documents W-9 MSA

Welcome ‘Packet’

Send to Customer

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Manage Recurring Business

Create recurring tasks or sales

pportunities for:
Financial Industry
Annual Services
Seasonal Products
Expendable Goods

Take a proactive approach to selling to your existing customers.

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Triggering Workflow

When Record is Created
When Record Status

Changes

When Record is Assigned
When Record Fields Change
When Record is Deleted
As a Child Workflow
On-Demand

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Busine ss Rules

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Types of Business Rules

Recommendations
Error Messages
Show/Hide Fields
Optional/Required
Set Field Value
Set Field Default
Lock/Unlock Fields

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When to use them

Hide fields that aren’t currently relevant, show others that are.
Produce error messages when descriptions, or important text fields aren’t

thorough enough.

Create recommendations for data input. Make things simple for your users.
Dynamically set Initial Close Date, then lock the field.
Lock fields that have triggered workflows or other actions
Lock Account ID field once it’s populated.
Set base Currency based on Customer location.
Make the Financial Contact field required for all Customers.

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Creating a Business Rule

Within your Solution In the Form Editor

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Actions

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What are Actions?

Similar to Workflow
Same UI for Building

Conditions and Commands

Not tied to one Entity
Can leverage input

and output parameters

On-Demand Only

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Actions

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PowerBI

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Automate Reporting with PowerBI

Real-time reports
Centralized data
Merge multiple data sources
200+ data connectors
Daily/Weekly report delivery
Custom Alerts and Report Delivery with Flow
Highly Accessible

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Workflow Demo

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Business Rules Demo

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Power BI Demo

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Where to start

Customer Source
https://mbs.microsoft.com/customersource/northamerica
Dynamics 365 Community
https://community.dynamics.com/
Dynamics CRM User Group
https://d365ug.connectedcommunity.org/crmug/
Reach out!
Alex.Fredrickson@encorebusiness.com
(206) 512-1641

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Talent Focused Driven Passionate & Creative Trusted