How to set up workflows and automation in Dynamics 365 for improved efficiency?

Posted on by CU18101503-0

I'm looking for guidance on how to set up workflows and automation in Microsoft Dynamics 365 to streamline processes and improve efficiency. Specifically, I'd like to understand more information how to create automated workflows for tasks such as sending notifications, updating records, and assigning tasks within the system. What are the best practices for setting up workflows that minimize manual intervention while ensuring accuracy? Additionally, I'd appreciate any insights on using Power Automate with Dynamics 365 to enhance automation capabilities. Any tips, tutorials, or examples from experienced users would be greatly appreciated. Thanks in advance!

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Dynamics 365 general