5 ways to Automate Microsoft Dynamics 365
                     5 ways to Automate 
Microsoft Dynamics 365
Microsoft Dynamics 365 is a powerful 
software solution for managing and 
nurturing customer relationships. 
Integrating your technology infrastructure 
with Microsoft Dynamics can greatly reduce 
the need for manual data entry. It gives 
you access to vital information, aids in 
identifying new opportunities, and enables 
conversion of those opportunities into 
customers. Below are five techniques for 
automating Microsoft Dynamics within your 
technical ecosystem.
[ 1 
]
Create Workflows to Automate 
Business Processes
• Dynamics 365 includes a built-in automated 
workflow engine with which you can automate 
your business processes. 
• Create workflows to send emails, update 
records, or create tasks when certain 
conditions are met.
[ 2 
]
Utilize Business Rules to Enforce 
Data Quality
• Updating real-time data can improve marketing 
results with updated lead contact information. 
Implement business rules to enhance the quality of 
data.
• You can use Zapier to obtain new leads in Dynamics, 
eliminating manual data entry and outdated lead 
information.
[ 3 
]
Use the Common Data Service 
(CDS) to Build Custom Apps
• The CDS is a cloud-based data platform to build 
custom apps on top of Dynamics 365. 
• With the CDS, you can create custom entities, 
relationships, and logic to automate business 
processes.
[ 4 
]
Employ Power Automate to Connect 
Dynamics 365 to Other Systems
• Power Automate allows you to create automated 
workflows between Dynamics 365 and other 
systems. 
• Use it to import data, synchronize data between 
systems, or trigger actions based on events in 
Dynamics 365.
[ 5 
]
Use the Dynamics 365 Virtual Agent 
to Automate Customer Interactions
• The Dynamics 365 Virtual Agent is a chatbot that 
you can use to automate customer interactions. 
• Use it to handle frequently asked questions, guide 
customers, or provide personalized 
recommendations.
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