How to automate the quote process in Dynamics 365 via Power Automate
In this video we show you how you can easily create an automated cloud flow in Power Automate that sends a quote attached to an email upon activation using the DocumentsCorePack Connector.
How to: automate quote generation and delivery upon activation via Power Automate: https://buff.ly/3SYF7aI
Start your DocumentsCorePack 14-days free trial: https://buff.ly/3Fhyq9w
Chapters
00:00
00:30 Create an automated flow in Power Automate
06:00 Test Quote in Dynamics 365
06:30 Check flow in Power Automate
07:05 Check automatically sent quote e-mail in Microsoft Outlook