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Customizing D365 Sales — For Our Own Sales Team (Customer Zero) (2) Common Settings

This continues from Part ① . In Part ②, we'll configure the common settings and the internal-processing Power Automate flows. Common Settings Setting Up Connections Open Power Automate ( https://make.powerautomate.com ) Go to "Data" → "Connections" → "New connection" and create a Microsoft Dataverse connection Do the same to create an Office 365 Outlook connection Basic Flow Creation Steps Click "Create" → select "Automated cloud flow" (event-triggered) or "Scheduled cloud flow" (recurring) Name flows in the format [Zone]-[Number] [Description] (e.g., "A-1 Opportunity Stage Stall Alert") Always run a test after creating a flow to verify it works 2. Internal-Processing PA Flows — 4 Flows (Write-back portions of A-4, C-5, C-6, D-3) Once the common settings are done, it's time to build. A-4: Write Back Stage Changed Date Without this flow, the stall-day calculations in A-1 and B-1 will not work. Implement this first. In Microsoft Dynamics 365 (D365), a "stage" refers to a major milestone in a process — such as a sales deal or customer engagement — that guides the responsible person through what needs to happen next. It's how a series of activities is visualized and managed. From here, all work is done in Power Automate. Step Task Details 1 Create the flow "Automated cloud flow" → select trigger "When a row is added, modified or deleted (Dataverse)" 2 Configure trigger Table: Opportunities / Change type: Modified 3 Add condition Add a "Condition" action: "When Status Reason (statuscode) has changed" 4 Write-back action "Update a row (Dataverse)" → set cr917_stage_changed_date to utcNow() C-5: Auto-Set Renewal Date + Auto-Create Renewal Opportunity (on Won) On Won close, two things happen: ① auto-set the renewal date to close date + 365 days, and ② auto-create a new Opportunity for the renewal cycle and add it to the pipeline. Step Task Details 1 Create the flow "Automated cloud flow" → trigger "When a row is added, modified or deleted (Dataverse)" 2 Configure trigger Ta

2026-07-01 原文 →
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Claude Science is Anthropic’s newest flagship product

At an event for pharmaceutical executives, biotech founders, and researchers on Tuesday, Anthropic announced Claude Science, a major new product intended to support scientific research in the same way that Claude Code supports software engineering. Like Claude Code, Claude Science can autonomously carry out meaningful work when given concise, high-level instructions, and it has access…

2026-07-01 原文 →
开发者

iPhone 18 Pro ‘drop test’ leaks get yanked from X

Videos purporting to show the iPhone 18 Pro undergoing a drop test were removed from X shortly after they surfaced, as spotted earlier by MacRumors. An account imitating leaker EvLeaks was suspended from X after sharing the clips, while the post was removed as well, with X saying it "violated" the platform's rules. Another leaker, […]

2026-06-30 原文 →