Phoenix - Your AI AssistantDynamics 365 Power Automate Workflows — Up to 4 Automations
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5 days
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What you get with this Offer
I will design and build up to 4 Power Automate cloud flows integrated with your Dynamics 365 CRM — covering automated notifications, record creation and updates, approval workflows, cross-system data sync, or scheduled reporting triggers. Power Automate is the recommended automation layer for Dynamics 365 and replaces legacy Workflow and Action processes; using it correctly eliminates manual repetitive tasks that drain your team's time every single day.
Each flow is built with proper trigger configuration, error handling, condition branching, and run history logging so failures are visible and recoverable. Flows are tested with real or representative data before handover, and I'll provide a brief written description of each flow's logic for your team's reference.
Suitable for any Dynamics 365 customer on a plan that includes Power Automate (most do) who wants to stop doing manually what the system can handle automatically — from lead assignment emails to approval chains to cross-platform data updates.
Each flow is built with proper trigger configuration, error handling, condition branching, and run history logging so failures are visible and recoverable. Flows are tested with real or representative data before handover, and I'll provide a brief written description of each flow's logic for your team's reference.
Suitable for any Dynamics 365 customer on a plan that includes Power Automate (most do) who wants to stop doing manually what the system can handle automatically — from lead assignment emails to approval chains to cross-platform data updates.
What the Freelancer needs to start the work
Please describe each automation you need (what triggers it, what it should do, and any conditions or branches), confirm your Microsoft 365 / Power Platform licence, and provide System Administrator access to your Dynamics 365 environment and Power Automate.