Power Automate Starter Kit CRM

Power Automate Starter Kit CRM

In conjunction with some of my recent speaking engagements in the Dynamics 365 and Power Platform world, I put together a Power Automate Starter Kit for CRM. I gave it away for session attendees at the Microsoft Power Platform Conference and Summit North America and have gotten great feedback on it so far. If you missed my session, good news! You can get my Power Automate Starter Kit for just $299, which includes a 1-hour consultation with a Reenhanced team member!

What does the Power Automate Starter Kit for CRM do?

This .zip file was designed for one purpose: to get you up and running with usable Power Automate flows that can extend your Dynamics 365 CRM system. Each flow has its own unmanaged solution file you can import directly into your Dynamics 365 / Power Apps environment.

It has four components:

An example of one of the flows included in the Power Automate Starter Kit CRM.
Dataverse Triggers
  1. Message new Leads in Teams chat
  2. Post won Opportunities in Teams channel
  3. Send email when Account is selected
  4. Start an Approval from a Business Process Flow
Dynamics 365 for Sales Extensions
  1. Post won opportunities in Teams
  2. Request approval when Quote is activated
  3. Send notification when new Opportunity is assigned
Dynamics 365 for Service Extensions
  1. Send a case to Freshdesk
  2. Send a case to Zendesk
Dynamics 365 for Marketing Extensions
  1. Create a Lead in Dataverse from Gravity Forms
  2. Send SMS to Contact when Case is Escalated

Each flow in the starter kit is fully annotated with notes and comments. The idea is simple: give you flows that you can implement today. See an example in the image to the right.

Fantastic! How can I get the starter kit?

You’re in luck! The starter kit for CRM is available now! Not only do you get these 11 flows as soon as you purchase it, you also get a 1-hour consult with Heidi or Nick to perfect any of these flows for final implementation.

Click below to purchase the Power Automate Starter Kit for CRM for just $299!

Heidi Neuhauser
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Heidi is a Partner at Reenhanced. She is a Microsoft MVP for Business Applications and is passionate about user adoption, out-of-the-box configuration tools, Dynamics 365 and the Power Platform.
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