Session

New Customer (or any ERP record) Workflow in Power Automate

We all have tasks to perform on data entered in your ERP system. 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 your ERP: (e.g. Adding a new Item or Employee, Managing Sales Returns, etc.) In this session Belinda will show how to use a Dataverse 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

Belinda Allen

Microsoft MVP, Microsoft MCT, Director of Enablement - iLink Digital

Summerville, South Carolina, United States

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