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Trigger Power Automate from the Marketing Journeys

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#customerjourney

#marketingautomation

#real-timemarketing

Dynamics 365 Customer Insights – Journeys & Data

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Mar 6, 2023

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  • The article discusses how Dynamics 365 Marketing users can trigger Power Automate in their Marketing Journeys.
  • Power Automate allows users to create, update, and delete records and perform complex pass-through processes.
  • Before using Power Automate with Dynamics 365 Marketing, users need to create a Customer Journey in Real-Time Marketing.
  • Users can choose a segment to start the Journey and add stages before initiating Power Automate.
  • To activate a custom trigger, users can choose from previously created triggers or create a new one.
  • Users define attributes for the trigger, which will be used in Power Automate.
  • Mapping attributes to fields on the entity/table is an important step before proceeding to Power Automate.
  • Users can create a Power Automate by naming the flow, choosing the trigger, and adding steps to automate actions based on the Journey.
  • After creating the Power Automate, users can save it, return to the Customer Journey page in Marketing, publish the Journey, and wait for the automation to occur.

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