There are several ways to run altaFlow workflows from MS Dynamics 365:
Custom button
Bulk send from CRM
Via MS Dynamics 365 workflows
Via the Power Automate connector
Custom button
Run altaFlow workflows by adding custom buttons to MS Dynamics 365 entities and setting them up as described in Custom buttons.
Bulk send from CRM
Run multiple altaFlow workflows with one action using batching as described in Create workflows in batches.
Note: Batching only works via custom buttons.
Via MS Dynamics 365 workflows
Run altaFlow workflows by configuring MS Dynamics 365 workflow integrations as described in AltaFlow integration with MS Dynamics 365 workflow.
Via the PowerAutomate connector
Run altaFlow workflows via the Power Automate connector based on the example described in Pre-fill from MS Dynamics 365 bot + altaFlow Power Automate connector.
โ
