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Run workflows in MS Dynamics 365

Updated over a week ago

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.


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