To create an automated workflow that performs a date check on Opportunities in a custom view, you can use the "Data-verse" connector in Power Automate. This connector allows you to connect to your Dynamics 365 Sales instance and perform various actions and triggers.
Here's an example workflow that you can create in Power Automate to perform a date check on Opportunities in a custom view:
Create a new workflow in Power Automate and select the "Common Data Service (current environment)" connector.
Choose the trigger that you want to use to start the workflow. For example, you can use the "Recurrence" trigger to run the workflow at a set interval (e.g. every day).
Use the "List records" action to retrieve the Opportunities that you want to check. You can specify the custom view that you want to use in the "Filter Query" field.
Use a "Condition" action to check the date field(s) that you're interested in. For example, you can check if the "Est. Close Date" field is less than or equal to today's date.
If the condition is true, use the "Update a record" action to update the Opportunity record(s) with the new information. For example, you can update the "Status" field to "Lost" or "Inactive".
Save and test the workflow.
Keep in mind that this is just one example workflow, and there are many other possibilities for automating actions in Dynamics 365 Sales using Power Automate.
