How to change Classic CRM Process Workflow into Power App flow

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Posted on by LB-17091655-0

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.

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Dynamics 365 general

Power Platform integration

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Vahid Ghafarpour 12,147 Super User 2025 Season 2 on at

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May this video help you

https://www.youtube.com/watch?v=gRADNZiNs1o

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Jonas "Jones" Melgaard 4,985 Most Valuable Professional on at

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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.

Learning path: https://learn.microsoft.com/en-us/training/paths/automate-process-power-automate/

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.

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