web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Microsoft Dynamics 365...
Customer experience | Sales, Customer Insights,...
Suggested answer

Microsoft Dynamics 365 9.1 on-prem with Power Automate

(1) ShareShare
ReportReport
Posted on by CU03020556-0 8
Dear All,
 
I have Microsoft Dynamics 365 9.1 and I want to integrate with Power Automate.
 
Is it possible? Can advice?
Categories:
Dynamics 365 Sales
I have the same question (0)
  • Suggested answer
    Krishna Acharya Profile Picture
    Krishna Acharya 123 on at
    Microsoft Dynamics 365 9.1 on-prem with Power Automate
    Hello CU03020556-0 

    Yes, Microsoft Dynamics 365 (version 9.1) can be integrated with Power Automate. Power Automate offers a Microsoft Dataverse connector (formerly known as Common Data Service - CDS) that allows you to automate workflows between Dynamics 365 and other applications.
    Here’s a step-by-step guide:
    1. Check Your Licensing & Permissions
    • Ensure your Dynamics 365 subscription includes Dataverse access.
    • You need at least a Power Automate per-user or per-flow plan.
    • Your user role in Dynamics 365 should have proper permissions to read/write data.
       
    2. Use Microsoft Dataverse Connector
    Power Automate provides two main connectors:
    • Dataverse Connector (recommended)
    • Dynamics 365 (deprecated) – Avoid using it as Microsoft prefers Dataverse.
       
    3. Creating a Flow in Power Automate
    Triggering Events from Dynamics 365
    1. Go to Power Automate (https://flow.microsoft.com).
    2. Click Create > Automated cloud flow.
    3. Choose a trigger:
      • When a row is added, modified, or deleted (Dataverse)
      • When an action is performed in Dynamics 365
    4. Select your Dataverse table (e.g., "Contacts", "Leads", "Opportunities").
    5. Define flow conditions and actions:
      • Send an email or Teams notification when a record is updated.
      • Create an approval process for sales deals.
      • Sync data with SharePoint, Outlook, or an external database. 
    4. Testing & Deployment
    • Run test cases to ensure the automation works.
    • Deploy the flow and monitor logs in Power Automate's run history.
    If my response is helpful, please mark it as Verified.
    Thank you!
     
  • Suggested answer
    Jonas "Jones" Melgaard Profile Picture
    Jonas "Jones" Melgaard 4,894 Super User 2025 Season 2 on at
    Microsoft Dynamics 365 9.1 on-prem with Power Automate
    It's not a binary yes/no answer, it's sort of possible and it has been brought up before on this forum: https://community.dynamics.com/forums/thread/details/?threadid=91b2db23-2b4f-433d-a6dc-08d6ab22cd90
     
    It's not as fully-fledged as the cloud D365 CRM, and requires significantly more effort. We are having the same discussion internally about our on-prem D365 CRM's.
     
     

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Join experts in person to explore low code and AI agents at the Power Platform Community Conference sponsored by Microsoft

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Abhilash Warrier – Community Spotlight

We are honored to recognize Abhilash Warrier as our Community Spotlight honoree for…

Congratulations to the September Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Tom_Gioielli Profile Picture

Tom_Gioielli 117 Super User 2025 Season 2

#2
MVP-Daniyal Khaleel Profile Picture

MVP-Daniyal Khaleel 115

#3
Erin Lubben Profile Picture

Erin Lubben 66

Last 30 days Overall leaderboard

Featured topics

Hide selecting Contact for potential customer when creating quote

Product updates

Dynamics 365 release plans