Workflows and Actions: Process Automation with Dynamics 365
At ForgeXRM, they specialize in helping businesses optimize Microsoft Dynamics 365 and Power Apps through custom Workflows and Actions. Workflows are a series of steps and rules that automate business processes, while Actions provide a way to create custom messages for unique business requirements. Workflows are flexible and easy to use, while Actions offer a structured framework for complex business logic and integrations. Some use cases for Workflows include deactivating related records and automated calculations, while Actions can streamline support operations and simplify integrations. By understanding when to use each tool, businesses can maximize efficiency and effectiveness in their Dynamics 365 implementation.
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