Prepare
You're creating custom tables and columns along with some notification flows. Here, we discuss the things you need to get started.
Project specification
Contoso Coffee produces consumer and commercial coffee makers. The sales team uses Dataverse to keep track of opportunities but is looking for help with ensuring that open opportunities aren't missed.
Sales opportunities previously were tracked using offline Excel spreadsheets, causing opportunities to be missed. Contoso Coffee wants to begin using Dataverse to keep track of opportunities and Power Automate to share open opportunities with the sales team daily.
Some simple automation provides the sales team an easy way to reduce the time waiting on the customer information and ensure sales opportunities aren't missed.
Setup
You need access to Microsoft Power Platform to complete this guided project. You're using Microsoft Dataverse and Power Automate to complete this work.
Sign up for a Microsoft Power Platform trial
If needed, you can sign up for a trial by following these steps:
- Navigate to https://powerapps.microsoft.com and select Start free.
- Under Get started, enter your email address in the text box that says Enter your work email address.
- You see a prompt that you have an existing account with Microsoft. Select Sign in.
- Enter your password.
- Select Yes to stay signed in.
- Complete your account info and select Get started to sign up for your Microsoft Power Platform trial.