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How to change Classic CRM Process Workflow into Power App flow

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Posted on by LB-17091655-0 2
Our company has several "Classic" CRM Process workflows, ranging from auto-populating entity Names to pre-setting dates, etc.  Are there simple instructions for CRM Dynamics  365 specifically to meet my needs? 
 
Most of the instructions I'm finding for Flow are only for emails from SharePoint, OneDrive, etc.
 
I am a CRM system administrator.
Categories:
Dynamics 365 general
Power Platform integration
  • Jonas "Jones" Melgaard Profile Picture
    Jonas "Jones" Melgaard 1,941 on at
    How to change Classic CRM Process Workflow into Power App flow
    If you want to do this you will pretty much have to rearchitect the workflows. There are no simple instructions, so you'd have to learn how to make cloud flows. 
    There is a learning path for Power Automate, but I'd advise you to have a quick chat with your CRM vendor if you have one.
    This will be a project, and you will have to retest every flow you migrate.

    There is still some good business case for classical workflows, and I'm using it plenty in my systems; So you'd have to evaluate each classical workflow. We for example have a need for real-time execution, that is not possible using cloud flows.
     
  • VaHiX Profile Picture
    VaHiX 3,282 on at
    How to change Classic CRM Process Workflow into Power App flow

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