Hello, this is ohya.

Last time, we introduced "Business Process Flow (BPF)," which allows you to guide your business process on-screen.Was introduced.
This time, we are finally going beyond the boundaries of Dynamics 365 and can link with external services.I will try Cloudflow (Power Automate).

This time's wall

"I want to automatically connect not only with D365, but also with Teams and SharePoint!"

In practice, we use D365 data...

• ・Send notifications to Teams
• ・Save files to SharePoint
• Send automated emails in Outlook

There is a frequent need for collaboration.
To achieve this,Power Automate Cloud Flows.

1. 1.What is Cloudflow?

Cloud flows are created in Power AutomateCloud-based automated workflow.
In addition to D365, it can connect to over 300 external services, allowing you to automatically process data according to conditions.

Features

• -A wide variety of connectors(Teams, SharePoint, Outlook, OneDrive, Slack, X, etc.)
• - Freely design combinations of triggers and actions
• ・Complex automation possible even with no coding
• - There are restrictions on the number of executions and connectors (depending on the license)

2. 2.Flow Types

• ・Automated Cloud Flow
  Triggered by a specific event (e.g. record creation, email reception)
• Instant Cloud Flow
  Manual trigger (button, Power Apps, etc.)
• ・Scheduled Cloud Flow
  Execute at a fixed time or interval

💡 PL-200Key Points
If the question includes keywords like "external service," "notification," and "schedule," it's likely to be Cloudflow.

3. 3. Practical examples

Example 1: Notify Teams when an important matter is created

• ·trigger: An opportunity with "Important Flag = Yes" was created in D365
• ·action: Send a message to the sales team channel in Teams

Example 2: Automatically save attachments to SharePoint

• ·trigger: Documents attached in D365
• ·action: Automatically upload to a specified folder

4. 4. Difference between Cloudflow and Workflow

5. 5. Pitfalls

• ・Execution limit (difference between free and paid plans)
• ・Some connectorsPaid Premium LicenseIs necessary
• ・It may stop working if authentication for external services expires.
• ・If the flow becomes complicated, the management screen becomes difficult to see.

6. 6. Summary

• ・Cloudflow is the most powerful automation function that goes beyond the boundaries of D365 and can be integrated with external services.
• ・For requirements such as "external integration," "notification," and "schedule," Cloudflow is the first choice.
• ・Pay attention to the number of executions and license restrictions

✍️ Next episode preview

Next time we will cover "Desktop Flow (RPA)".
We'll show you how to automate PC operations and free yourself from routine tasks!