Extend action options taken from the suggested actions
Important
This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.
| Enabled for | Public preview | General availability |
|---|---|---|
| Admins, makers, or analysts, automatically |  Jan 18, 2020 |
- |
Business value
Sellers must track many things at once. Suggested actions can help them determine their next steps. Following up on them can be a lot of work, but automation can improve sellers' productivity.
With this release, organizations have the option to extend the actions a seller can take. Previously, sellers could only open an entity, like an opportunity, or open a URL as a follow-up for suggested action. Now, you can preview extending those actions for custom actions, REST APIs, launching a playbook, and triggering a flow.
Feature details
- Change the name of the displayed action: Make your actions more descriptive. Currently, the only option to show to the seller is Open. Now, you can customize the texts for your needs.
- Automate suggested actions with flows: Like a custom action in Dynamics 365, you can run Power Automate as a response to your seller interacting with the system. You can, for example, automate sending a document via email.
- Automate suggested actions with custom actions: Let your sellers trigger the execution of a custom action from a suggested action. Simple actions, like updating a field, can be triggered directly from within the suggested action.
- Automate using a REST API call: If you can't use Power Automate or a custom action to help to automate an action, you can configure a REST API call that lets sellers execute any automatic action directly from the suggested action within Dynamics 365.
See also
Add actions to cards (docs)