Data-Driven Automation of Dynamics 365

Kasper Fehrend

Senior Product Evangelist at Leapwork

This tutorial covers how to automatically fill in forms in Dynamics 365 using an external data source to create multiple data entries in no time. Specifically, this use case shows you how to connect a spreadsheet containing a lists of contacts to your automation flow in order to create contacts in the Dynamics 365 Sales application. The logic behind the example shown in this tutorial can basically be applied to all types of forms in Dynamics.

The tutorial also covers how to use a hierarchy of small sub-flows to simplify both the design and maintenance of your Dynamics automation. Finally, you'll also get an idea of how you can dynamically verify that processes in Dynamics 365 are performed correctly. 


Everything you need for Dynamics automation

Check out LEAPWORK's tutorials, out-of-the-box samples, and educational resources to get started with Dynamics automation.


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