Build a Power Automate Flow to Automate a Quote Approval Process in Dynamics 365 Sales
This article will provide you with a walk-through on creating a flow to automate a quote approval process in Dynamics 365 Sales. It is based on the following business scenario: Today, your sales reps generated Opportunities and Quotes in Dynamics 365 Sales. If a Quote is above $50,000, the sales rep must get approval on […]
The post Build a Power Automate Flow to Automate a Quote Approval Process in Dynamics 365 Sales appeared first on .
Published on:
Learn moreRelated posts
Condition vs. Switch in Power Automate: When to Use Each
A common question I hear from newer Power Automate users is when to use Condition vs Switch in the Control connector. Control is available in ...
Connection references and permissions in Power Automate
Have you ever battled with connection references in Power Automate? If not, you probably haven't worked on projects with multiple developers o...
How to Generate a Lead Summary with Copilot Actions using Power Automate Flow
Microsoft Copilot in Dynamics 365 Sales provides powerful AI-generated insights such as Lead summaries, opportunity summaries, relationship in...
Check if a file exists in SharePoint with Power Automate
Sometimes it is useful to create small helper flows to get a small tasks done. Today I needed to check if a file exists or not and all I had w...
Power Automate: BASE64 function
Power Automate's base64 function encodes strings for safe system-to-system transfers. Here's how it works, when you need it, and the 33% size ...
Microsoft Power Automate – Use Power Platform Environment variables in desktop flows
We are announcing the ability to retrieve Power Platform Environment variables directly through desktop flows in Microsoft Power Automate. Thi...
How to restrict Unwanted Power Automate flow execution
In Microsoft Dataverse, Power Automate flows are commonly used to execute business logic when records are created, updated, or deleted. They w...
From manual work to meaningful selling: How Agentic AI is transforming Dynamics 365 Sales
Agentic AI in Dynamics 365 Sales reduces manual CRM work by turning unstructured information into actionable insights, helping sellers capture...
Invoices to Excel with Power Automate and Prompt
Convert CSV files to JSON in Power Automate
How do you convert CSV files to JSON? When you have data in CSV format and you want to use this within Power Automate, there used to be a lot...