Customizing D365 Sales — For Our Own Sales Team (Customer Zero) (2) Common Settings

Short summary

Configuration tutorial for Microsoft Dynamics 365 Sales using Power Automate automations. Part 2 covers four key flows: tracking stage changes, auto-generating renewal opportunities on won deals, logging activity completion dates, and timestamping invoice creation. Includes step-by-step setup instructions for Power Automate triggers, conditions, and Dataverse write-back actions.

• •Four Power Automate flows for D365 Sales: stage change detection, auto-renewal opportunity creation, activity completion tracking, and invoice date logging
• •Detailed step-by-step configuration with specific flow triggers, conditions, and Dataverse field write-backs
• •Assumes SENIOR-level familiarity with Power Automate, Microsoft Dataverse, and D365 terminology

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