How to Automate a Business Process Flow within Dynamics 365 CE/CRM
In this video, UG Expert Heidi Neuhauser reviews the steps for calling a Power Automate flow inside of Dynamics 365 CE/CRM within a business process flow.
This episode is sponsored by the AI Copilot Summit NA, taking place March 17-19, 2025 in San Diego, California.
Key Takeaways
- Overview: To add a run flow button to a specified stage within a business process flow, there are three steps to follow:
- Build the instant cloud flow using the specified trigger
- Update the business process flow by adding a flow step as an action in the desired stage
- Save, publish, and test the changes
- Create new instant cloud flow: To start an approval from a business process flow, you need to create a new instant cloud flow with a Dataverse trigger, configure the trigger, and then add an action to get a row by ID to retrieve the details of the record that initiated the flow. This allows you to use the record’s details in subsequent automation steps.
- Integrate approval action with business process flow: To add an approval action in a business process flow, you need to use the stage table row ID as the unique identifier, configure the approval action with options like approve or reject, and then drag the flow step into the desired stage, giving it a display name and selecting the flow created in the first step.
- Automate within D365: On the end user side, within the stage in the business process flow, the user simply clicks the run flow button, authenticates, and gives permissions the first time. This automates the approval process directly within Dynamics 365.
