Power Automate & Dynamics 365 Workflow Which/When to Use?

Introduction

Have you ever noticed the above message when creating a new workflow in Dynamics 365? Did you ask yourself when and why I should use Microsoft Flow (Power Automate)?

In this post, I am going to list the main key differences between Microsoft Power Automate and native workflows to give you a heads-up on when to use each of them.

First, let`s start by answering the main question, what makes up Power Automate? Starts with an event or trigger, this can be (manual, on schedule, or event-driven). Can have conditional logic (If then else, Case) Data flows between triggers and actions to subsequent actions. Performs any number of actions At first glance, you may say all the above already exist in Dynamics 365 workflows, so you’re not convinced of needing other tools. However, there are several use cases for which Power Automate may come in handy. 

In this blog post, we’ll uncover the top use cases of each tool and when to choose one over the other. 

Deciding Whether to Use Dynamics 365 Workflow or Power Automate

First,

  • Workflows are limited to Microsoft Dynamics 365/CRM application only
  • Power Automate can span across multiple web-based services or applications at the same time.

These services include Microsoft services like Dynamics 365, Teams, Planner, SharePoint, Office, OneDrive, OneNote, and others, as well as many third-party services, like Dropbox, Google Drive, Gmail, GoToMeeting. So, for example, you’ll be able to

  • Automatically create a record like a lead in CRM based on a tweet in Twitter
  • Automatically Send a notification in Microsoft teams to notify your team with a new d365 opportunity or project that got created
  • Power Automate has 230+ pre-built connectors you can easily use to connect your apps together and create an effective flow between them.

Think about how in just a few steps, you can automatically save email attachments to Microsoft SharePoint, send requests for approvals to managers, or even sync data between various applications.

Not only that, but it also provides an additional advantage to build up your custom connectors to connect to your service.

  • Using Power Automate, you can delete records.
  • As you may know, Dialogues are being depreciated,” Task Flows” are the replacement of dialogues.
  • Another difference that I’m really excited about is that Power Automate has prebuilt workflow Templates that you can use instead of creating the workflow from scratch. All the time I’ve been working with Workflows, I really wanted a copy workflow option that can be used with a different entity.

Unlock the Potential of Power Automate

Interested in simplifying your business processes and boosting productivity with automated workflows? Discover firsthand the robust capabilities of Power Automate that can revolutionize your workflow management. 

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Power Automate Limitations

  • Dynamics 365 Workflow can be synchronous (real-time) or asynchronous (background). This means that when a change happens in Dynamics that triggers a workflow, the workflow will trigger immediately or seconds after the triggering change.
  • Power Automate is quick, but not as quick as workflow. So always use workflow if your business process requires immediate To be precise, there is a limit of 100k actions per 5 minutes.
  • Power Automate is Microsoft’s online service, which means all the above capabilities you cannot use If you are working on Microsoft Dynamics on-premise.

Read more about Microsoft Power Automate: A Low-Code Solution For Automating Your Processes

The following table summarizes the comparison of capabilities of Power Automate and the Classic Workflow.

CapabilityPower Automate Classic Workflow
ModelingConditional branching  YesYes
Looping  YesNo
Wait conditions on fields  NoYes
Parallel branch  YesNo
Out-of-box connectors to external systems (trigger and perform actions in external services)  YesNo
CompositionDynamic content  YesYes
Access to pre-image of event data  NoYes
Run child workflows  NoYes
Run Common Data Service actions (including custom)  NoYes
Run custom workflow activities  NoYes
Group steps to run in a transaction  YesNo
Approval workflows  YesNo
ExecutionTrigger on field changes  YesYes
Trigger conditionally on field values (For example, on a certain date in a date field)  NoNo
Trigger on multiple Common Data Service entity events  NoYes
Run on-demand  YesYes
Run-as scopes
(for example, organization, business unit, user)
  YesYes
Run on a schedule  YesNo
Run synchronously (real-time)  NoYes
HistoryAuditing  YesYes
Run analytics  YesNo
Authoring and portabilitySolution support  YesYes
Modern designer  YesNo
AI-assisted authoring  YesNo

Streamline Your Workflow with Power Automate

Don't miss out on the advantages of Power Automate. Contact us now to explore how it can revolutionize your Dynamics 365 workflow.

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Conclusion

Even now, there are still some limitations of using Power Automate with Dynamics 365 CRM, but it still can replicate most of the processes that are handled by workflows and more as you read above.

In the end, you need to look at your process from an end-to-end perspective. If it is all contained within Dynamics 365, then using Dynamics Workflow is the better option; But, if it includes any other system or service, then you should choose Power Automate.

I hope this blog helps! If you have any question or queries, do not hesitate to reach out to us

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