Learn how to connect Power Automate with Dynamics 365 to automate your business processes, streamline workflows, and improve efficiency without writing any code.
Log in to Power Automate (make.powerautomate.com). From the left navigation pane, click Create and select a flow type, such as Automated cloud flow.
Give your flow a name. In the 'Choose your flow's trigger' search box, type 'Dynamics 365' and select the trigger When a row is added, modified or deleted. Click Create.
In the trigger step, select the Change type (e.g., Added), the Table name (e.g., Accounts), and the Scope (e.g., Organization). This defines what event in Dynamics 365 will start your flow.
Click + New step. Search for the action you want to perform. For example, search for 'Send an email (V2)' from the Office 365 Outlook connector.
Fill in the required fields for your action. Use the Dynamic content panel to insert data from your Dynamics 365 trigger step, such as the Account Name or Primary Contact email.
Click Save in the top-right corner. After saving, click Test to perform a manual test by triggering the event in Dynamics 365 (e.g., creating a new account) to ensure your flow runs correctly.
Tips for Working with Dynamics 365 and Power Automate
Explore the pre-built templates for Dynamics 365 in Power Automate to get started quickly with common automation scenarios.
Always use dynamic content to pass data between your trigger and actions. This makes your flows powerful and context-aware.
Use the 'Configure run after' setting on actions to build error-handling paths, ensuring your flows are robust and can notify you of failures.
Use 'Filter rows' in the trigger's advanced options to make your flow run only for specific records, reducing unnecessary runs and saving resources.
Explore other Dynamics 365 guides and shortcuts