Exploring Access Management using Power Automate Flows in Dynamics 365

Managing access to sensitive data in Dynamics is crucial for security. Power Automate can automate the process of granting, modifying, and revoking access to specific records. By setting up Power Automate flows, access triggers can be used to send email notifications whenever access is changed. For example, a sales manager can grant access to a salesperson for a lead record, and the salesperson will receive an email notification. The same can be done for modifying or revoking access. The process involves creating different Power Automate flows for each scenario and using actions like "GrantAccess" and "RevokeAccess" to trigger the flows. By automating access notifications, organizations can improve productivity and maintain control over data access.

Article 10m Microsoft Dynamics 365 CRM Tips and Tricks

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