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

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 • Workflow • Business Rules • Actions • Automate Reporting

Workflow

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

Customer Onboarding Prepare Documents Close a Sale Send to Customer W-9 MSA Welcome ‘Packet’

Manage Recurring Business Create recurring tasks or sales opportunities for: • Financial Industry • Annual Services • Seasonal Products • Expendable Goods Take a proactive approach to selling to your existing customers.

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

Busine ss Rules

Types of Business Rules • Recommendations • Error Messages • Show/Hide Fields • Optional/Required • Set Field Value • Set Field Default • Lock/Unlock Fields

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.

Creating a Business Rule Within your Solution In the Form Editor

Actions

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

Actions

PowerBI

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

Workflow Demo

Business Rules Demo

Power BI Demo

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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