Microsoft Power Automate introduce new features for Dynamics 365 CRM users

As per the recent announcements and releases, Microsoft Dynamics 365 CRM is now incorporating some new changes. Microsoft Teams will be more deeply integrated with Dynamics 365 Customer Service.

Teams chat will be integrated into Dynamics 365, allowing customer records of sales and service cases to be shared in Teams outside of their department or with supervisors and peers.

Contact centre agents will be able to collaborate with coworkers by sharing AI-generated conversation summaries to solve customer issues faster. All in all, power bi platforms are getting some changes too.

What are the New Features of Power Automate?

power-plaform-implementationAs the power platform is an amazing tool as a data source, it gives collective power to Power Apps, Power BI, Power Automate, and Power Virtual Agents – making it a powerful business application platform. 

As for the changes in power automation or new features:

But, what is Microsoft dynamics 365 CRM, and why should you get the recent updates about its module named power automate? Let’s dig into the article and determine its uses for your business.

What is Dynamics 365 CRM?

Office 365Dynamics 365 CRM is a vast array of services that enables all-in-one solutions, so you don’t have to select from countless options. There are nine key apps in Dynamics 365, some of which include CRM and ERP. Previously known as Dynamics CRM has now been split into four apps; Dynamics 365 for Sales, D365 for Customer Service, Dynamics 365 for Field Service, and D365 for Project Service Automation.

From marketing to supply chain managers and developers creating custom Apis, this platform gives all solutions for businesses. 

As you continue with the one-platform solution, you get to create your new custom solutions as per the business needs.

How to Create a Solution in Dynamics CRM 365

You might want to fill in the information in fields that aren’t required after you save the solution. However, these steps are optional. Choose an HTML web page to serve as the solution’s Configuration Page and describe it using the Description box. ISVs who distribute solutions generally use the configuration page. When you select it, a new Configuration node that displays this web resource appears below the Information node. Developers will offer instructions or controls on this page to let you run their solution or set configuration data.

How to Make the Best Use of Power Automate with New Features?

Utilizing workflows, Power Automate, formerly known as Microsoft Flow, aids in streamlining repetitive activities.

The following tips will help you make the most of Power Automate.

Numerous operations can be carried out by connecting various systems with Power Automate Flow. With a win or lose, you get to make a clear decision about winning or losing the opportunity. Once you perform the action, you can also open win-or-lose opportunities in the future for customer analysis.

According to Microsoft documentation, Power Automate can only handle messages up to 100MB in size. If we do not specify any filter criteria when attempting to read data from a table using the Dataverse connector’s List Rows action, the action will read all the rows and the data from all the columns in each row, failing with the message “Cannot write more bytes to the buffer than the configured maximum buffer size: 104857600.

Process advisor quickly gathers detailed steps for each process in your business so you can quickly pinpoint areas where workflows could be improved. It establishes which activities are most popular, which tasks take the longest, and where the bottlenecks are.

This time of era is all about instant solutions. Developers can create mobile apps using Microsoft Dynamics CRM, and one method is Canvas Apps. Canvas is a no-code/low-code tool that lets you design business apps using drag-and-drop pieces. So, Canvas Apps’ capabilities expand when paired with Power Automate, an automating technology.

Bottom line

As for sorting your business operations and staying connected to recent updates on Dynamics 365 CRM, DFSM is all ears to hear you out. We can get you through the integration process with all the add-ons you need to change your business. So, reach us and let us help you in figuring out which CRM solution suits your business.

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