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Summit NA Preview: A Beginner’s Guide to Power Automate for CRM Systems

Heidi Neuhauser October 16, 2025 Video

UG Expert Heidi Neuhauser previews the contents of her session, “Beginner’s Guide to Power Automate for CRM Systems,” which she will be presenting at Community Summit North America.

Agents & Copilots are defining the future of Dynamics, CRM, Power Platform, Azure, Fabric, and more. Register for Community Summit NA 2025, running October 19-23 in Orlando, FL, to explore and discover what this means to you.

Key Takeaways

  • Understanding Power Automate: Starting from the beginning, Heidi highlights what Power Automate is and uses real-world examples from implementations she’s worked on with other organizations to illustrate the power of the application.
  • Diving deeper: After walking through examples contextually, she’ll review terms and different components as well as what connectors are and why they’re important to your flow. Then, she’ll review the Dataverse connector.
  • Configurations: Heidi will be demonstrating how to configure different triggers based on what type of flow you’re building, talking about actions and providing examples of how to do it. She will also work with templates, building one directly from a database available from Microsoft, and apply Copilot to create and edit a flow.
  • Flows: The final element Heidi aims to cover in her session includes a step-by-step piece, walking through a flow from start to finish.
  • Summit NA: Heidi’s session, “Beginner’s Guide to Power Automate for CRM Systems,” will take place on Monday, October 20th from 9:45 am to 10:45 am at Community Summit North America.
To explore and discover how Agents & Copilots are defining the future of Dynamics, CRM, Power Platform, Azure, Fabric, and more, join us at Community Summit NA 2025. 

Categories: Customer Experience (CRM), Power Platform UG, User Group Communities
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