New Customer (or Any GP Record) Workflow in Power Automate - DynamicsCon

New Customer (or Any GP Record) Workflow in Power Automate

Speaker

Belinda Allen

Belinda Allen

Premiering Content Veteran DynamicsCon Presenter DUG Forum Superhero Microsoft MVP Skill-Up Instructor

Session Description

We all have tasks to perform on data entered in GP. A common set of tasks involve the setting up and creation of new Customers, which is the example we’ll use in this session. It could be any record in GP: (e.g. Adding a new Item or Employee, Managing Sales Returns, etc.) In this session Belinda will show how to use a SharePoint list to manage tasks, then create a series of flows in Power Automate that not only manage the SP list, but also trigger other flows. This is Low-Code Workflow Automation for everyday tasks. It’s Belinda, so there is also a Power BI report to monitor the process. :D

Session Track: Dynamics GP
Session Type: Technical
Content Level: Intermediate

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