Replace classic Microsoft Dataverse workflows with Power Automate - Power Automate (2024)

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This topic compares Power Automate capabilities with classic workflow.

Power Automate has significant advantages over the classic background workflow model; you should consider using Power Automate to automate your processes instead of classic workflow.

Create flows instead of classic Microsoft Dataverse workflows to build new automation processes. Additionally, you should review your existing classic background workflow processes and consider replacing them with flows.

Feature capability comparison

This table summarizes a comparison between Power Automate and classic workflows capabilities.

We are continuously adding new capabilities to Power Automate. We'll update information in this table as Power Automate gains capabilities; check back often! For information about upcoming capabilities that will help you replace classic background workflows with flows, see What's new and planned for Power Automate.

CapabilityPower AutomateClassic Workflow
ModelingConditional branchingYes Yes
Looping Yes No
Wait conditions on columns No Yes
Parallel branch Yes No
Out-of-the-box connectors to external systems (trigger and perform actions in external services) Yes No
Composition Dynamic content Yes Yes
Access to pre-image of event data No Yes
Run child workflows Yes Yes
Run Microsoft Dataverse actions (including custom) Yes Yes
Run custom background workflow activities No Yes
Group steps to run in a transaction Yes (changesets) No
Approval workflows Yes No
Execution Trigger on column changes Yes Yes
Trigger conditionally on column values (For example, on a certain date in a date column) No No
Trigger on multiple Dataverse table events Yes Yes
Run on-demand Yes Yes
Run-as scopes
(for example, organization, business unit, user)
Yes Yes
Run on a schedule Yes No
Run synchronously (real-time) No Yes
History Auditing Yes Yes
Run analytics Yes No
Authoring and portability Solution support Yes Yes
Modern designer Yes No
AI-assisted authoringYesNo

Example scenario: Replace a background workflow with a cloud flow

Imagine a sales scenario where you have put together a quotation for a customer and now you need to request approval from your management team before you send the quotation to the customer. With classic workflows, this isn't easy and most solutions to this require a developer to write custom background workflow activities to retrieve quote line items.

With flows, this scenario is easier to build, as demonstrated in the walkthrough later that covers some of the Power Automate capabilities. These capabilities include:

  • Creating a cloud flow that runs on demand.
  • Getting a list of rows that are related to a Dataverse table.
  • Looping over a list of rows.
  • Sending approval requests.

To allow the sales person to trigger the approval request on demand:

  1. Sign in to Power Automate and create a cloud flow in a solution.

  2. From the list of triggers, select Microsoft Dataverse – When a row is selected, and then select Quotes as the table.

    This trigger allows a cloud flow to run on-demand on a row or set of rows.

  3. With the trigger configured, add actions to run in the flow. This provides the approver with the summary detail that they need to identify the quoted items and values. Begin by adding the Microsoft Dataverse – List rows action. The goal is to get the individual items from a Quote, so set the Table name to Quote lines. To ensure the list contains only those quote line items that belong to the Quote for which the flow was triggered, we’ll specify an OData style filter criterion. In the Filter Query box, type _quoteid_value eq and then select Quote from the list of dynamic values that appear.

  4. Because we want to summarize quote line items for the approval, add the Initialize variable action. Set Name to Quote line summary, and Type to String (from the drop-down list), and leave Value empty.

  5. Add the Append to string variable action and then select the Quote line summary variable we created earlier. In the Value box, select Quantity, Name, Price Per Unit, Extended amount, and Manual discount from the list of dynamic values. The Power Automate designer identifies that these values are from a list of quote line items, and adds this action in an Apply to each loop to ensure information from each line item is added to this summary.

    Replace classic Microsoft Dataverse workflows with Power Automate - Power Automate (1)

  6. To request approval on the quote summary we’ve created, add the Approval – Start and wait for an approval action. Select an Approval type (for example, Approve/Reject – First to respond), give the approval request a Title (for example, the name of the quote for which approval is being requested, picked from the list of dynamic values), and enter the email address for the person who needs to review and approve the quote in the Assigned to box. In the Details box, add the Quote line summary variable, along with any other information that might be relevant using the dynamic value picker (for example, Total Amount).

  7. To determine what happens once an approval is accepted or rejected, add the Condition action. Select Outcome from the list of dynamic values from the first field in the condition, contains from the drop-down list in the second field, and enter Approve in the third field of the condition. Finally, add actions based on the outcome of the approval (for example, send a notification email).

    Replace classic Microsoft Dataverse workflows with Power Automate - Power Automate (2)

We now have the approval structure created so the approver has all of the information needed to make a decision on next steps. Here's the full example:

Replace classic Microsoft Dataverse workflows with Power Automate - Power Automate (3)

When you run this flow against your quote, it summarizes quote line items for that quote and sends an approval request that the approver can respond to from Power Automate, or the actionable email they receive. Here's an example of the display:

Replace classic Microsoft Dataverse workflows with Power Automate - Power Automate (4)

Recommended patterns

  • Workflows with complex else-if conditional logic

    Instead of using conditions, we recommend using the switch action.

  • Workflows that run from plug-in/code

    We recommend redesigning the flow to start with triggers:

    • Use Microsoft Dataverse triggers to run flows based on events in it.

    • To run flows based on events in an external service, leverage more than 260 out-of-the-box connectors.

    • For scenarios where a connector you need isn’t available out-of-the-box, easily create your own custom connector. More information: Create a custom connector from scratch

    • Finally, if there are scenarios where you can't trigger your flow using one of the prebuilt connectors or by creating a custom connector, use the When an HTTP request is received trigger to invoke the flow.

  • Workflows that run recursively

    Use the do-until or apply to each loop in flows instead.

  • Workflows that need a list of rows

    Use the list rows action. When using this action, define the row filtering criteria using OData syntax to optimize the action by minimizing the number of rows you want to retrieve.

  • Workflows that sleep to run on a schedule

    Use the recurrence trigger to run business logic at periodic intervals.

  • Workflows for which runs were managed to ensure activities were executed in a single transaction

    Use the changeset action to ensure that all actions within it are performed as a single, atomic unit in which either all succeed, or fail as a group. If any one of the actions in a change set fails, changes made by completed operations are rolled back.

  • Monitor background workflow runs for failures

    In Power Automate, use the run-after setting on an action to configure it to run when the previous action fails. For example, send a Power Automate mobile notification when the update a row action fails, or times out.

FAQs

  • I have a Dynamics 365 license. Can I use Power Automate?

    Every Dynamics 365 user is entitled to use Power Automate. Review our licensing information.

  • How often can my flows be triggered?

    Dynamics 365 (or Microsoft Dataverse) flows run near real-time after the trigger because they use webhooks (no polling required).

    • As with direct API access, there are throttles/limits in the system. More information: Limits and configuration in Power Automate
    • Specifically, there is a limit of 100,000 actions per 5 minutes, per flow. A single loop in a cloud flow cannot process more than 100,000 items at once.
    • Maximum of 6 GB of throughput per 5 minutes.
  • How long can a single flow run?

    A single flow run times out after 30 days.

  • How do I move my flows between environments?

    Just like classic workflows, you can create flows in solutions to support the full application lifecycle for processes.

  • Are Power Automate dependencies tracked in Microsoft Dataverse?

    Similar to other components in a solution, all dependencies for flows in solutions are tracked in Microsoft Dataverse.

  • What about synchronous workflows?

    We've seen feedback that synchronous workflows are a significant contributor to end-user performance issues. We recommend that you evaluate whether your objective, or parts of the background workflow, can be built using a cloud flow. If you can split actions out as asynchronous, the user can continue their activity while Power Automate completes the action.

  • Using Power Automate, will my data stay within region (that is, the same region as my Dynamics 365 or Microsoft Dataverse environment)?

    Yes, Power Automate always uses the same region as Microsoft Dataverse.

  • Do I need to make proxy/firewall changes?

    Refer to the IP address configuration reference to determine whether you need to make any proxy/firewall changes.

Replace classic Microsoft Dataverse workflows with Power Automate - Power Automate (2024)

FAQs

What is the difference between workflow and Power Automate? ›

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.

What are the types of workflows that Power Automate can build in Dataverse for teams? ›

There are two types of workflows:
  • Background workflows. See the Power Automate documentation for more details about background workflows.
  • Real-time workflows.
Feb 14, 2022

What is the difference between Microsoft Flow and Power Automate? ›

"Is Power Automate the same as Flow?" Microsoft Power Automate and Microsoft Flow are the same product. Microsoft rebranded Flow to Power Automate by changing its name and adding features like Robotic Process Automation and AI Builder.

Did Power Automate replace flow? ›

As part of Microsoft's future direction, Microsoft will be changing the name of Flow to Power Automate along with adding game changing robotic process automation (RPA) features for Power Automate in addition to the release of Power Virtual Agents.

What is the main advantage of using Power Automate? ›

Power Automate helps your business save time, improve productivity and ultimately work much more effectively. By automating repetitive tasks that take up time within the day, employees can work smarter and improve overall business performance.

What are the cons of Microsoft Power Automate? ›

Disadvantages of Power Automate

Flow frequency is the time it takes for the flow to trigger. You cannot change permissions on a SharePoint item without using third-party connector. Power Automate allows only 250 actions in a single workflow. Power Automate supports only sequential workflows.

What is classic workflow in Power Automate? ›

Classic workflows is a part of Microsoft Dataverse and it can be used to add no-code business logic and automation. There are three types of processes in Microsoft Dataverse. Classic workflow is one and the other two are Dialogs and Actions. All these three are based on Windows Workflow Foundation (WWF).

Can Power Automate connect to the Dataverse? ›

The CData ODBC Driver for Microsoft Dataverse enables you to integrate Microsoft Dataverse data into workflows built using Microsoft Power Automate Desktop. The CData ODBC Driver for Microsoft Dataverse enables you to access live Microsoft Dataverse data in workflow automation tools like Power Automate.

What is Microsoft Dataverse in Power Automate? ›

Dataverse lets you securely store and manage data that's used by business applications. Data within Dataverse is stored within a set of tables. A table is a set of rows (formerly referred to as records) and columns (formerly referred to as fields/attributes).

What are the three types of flows you can create with Power Automate? ›

Power Automate is a service that you can use to automate repetitive tasks to bring efficiencies to any organizations. You can create cloud flows, desktop flows, or business process flows.

Should I use Power Apps or Power Automate? ›

In conclusion, both Power Apps and Power Automate offer distinct advantages that can significantly benefit your business. Power Apps excels in creating versatile, custom applications with ease. While Power Automate is a powerhouse for automating repetitive tasks and streamlining workflows.

Why does Power Automate fail? ›

In many cases, flows fail because of an authentication error. If you have this type of error, the error message contains Unauthorized or an error code of 401 or 403 appears. You can usually fix an authentication error by updating the connection: In the right pane, click on View Connections below How to fix.

Is Power Automate the future? ›

The future of Power Automate and Logic Apps is undoubtedly bright, with advancements in AI, integration capabilities, user experience, security, and the democratization of automation on the horizon.

What is Power Automate called now? ›

Microsoft Power Automate, formerly called Microsoft Flow, is cloud-based software that allows employees to create and automate workflows and tasks across multiple applications and services without help from developers.

Is Power Automate a workflow? ›

What is Microsoft Power Automate? Microsoft Power Automate is a no-code/low-code drag-and-drop solution that allows users to create workflows to automate repetitive tasks and business processes. The app is available on desktop, mobile, and Microsoft Teams, and as a browser app.

Is Power Automate a workflow tool? ›

Power Automate helps you make the most out of your workday

Automate workflows, simplify processes, and boost efficiency with Power Automate—a workflow automation solution that helps free employees of repetitive tasks so they're able to focus on the work that matters most.

What is the difference between workflow and automation? ›

Workflow automation is most suited for specific and targeted tasks. It is also the better option for self-serve tooling. Process automation scales across an entire organization and is often more flexible across tasks.

Is Power Automate a workflow engine? ›

Power Automate is a workflow engine that uses the same connectors to give you access to content for automated processing.

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