Customizing D365 Sales — For Our Own Sales Team (Customer Zero) (2) Common Settings
This continues from Part ① . In Part ②, we'll configure the common settings and the internal-processing Power Automate flows. Common Settings Setting Up Connections Open Power Automate ( https://make.powerautomate.com ) Go to "Data" → "Connections" → "New connection" and create a Microsoft Dataverse connection Do the same to create an Office 365 Outlook connection Basic Flow Creation Steps Click "Create" → select "Automated cloud flow" (event-triggered) or "Scheduled cloud flow" (recurring) Name flows in the format [Zone]-[Number] [Description] (e.g., "A-1 Opportunity Stage Stall Alert") Always run a test after creating a flow to verify it works 2. Internal-Processing PA Flows — 4 Flows (Write-back portions of A-4, C-5, C-6, D-3) Once the common settings are done, it's time to build. A-4: Write Back Stage Changed Date Without this flow, the stall-day calculations in A-1 and B-1 will not work. Implement this first. In Microsoft Dynamics 365 (D365), a "stage" refers to a major milestone in a process — such as a sales deal or customer engagement — that guides the responsible person through what needs to happen next. It's how a series of activities is visualized and managed. From here, all work is done in Power Automate. Step Task Details 1 Create the flow "Automated cloud flow" → select trigger "When a row is added, modified or deleted (Dataverse)" 2 Configure trigger Table: Opportunities / Change type: Modified 3 Add condition Add a "Condition" action: "When Status Reason (statuscode) has changed" 4 Write-back action "Update a row (Dataverse)" → set cr917_stage_changed_date to utcNow() C-5: Auto-Set Renewal Date + Auto-Create Renewal Opportunity (on Won) On Won close, two things happen: ① auto-set the renewal date to close date + 365 days, and ② auto-create a new Opportunity for the renewal cycle and add it to the pipeline. Step Task Details 1 Create the flow "Automated cloud flow" → trigger "When a row is added, modified or deleted (Dataverse)" 2 Configure trigger Ta