Meeting To go Over Power Automate

Hi,

Thanks for reaching out to the Microsoft community and sharing what’s going on. To better understand the situation, could you clarify which business processes or pain points we should focus on automating first? Also, how important is it for us to have deep integration with tools we already use, like Teams, Outlook, and SharePoint, compared to what we currently get from GoHighLevel?

This question helps us think about priorities and measurable outcomes, while also framing the discussion around integration and scalability, two areas where Power Automate and Dynamics 365 really shine.

For now, here’s what I suggest: let’s schedule a meeting with a clear agenda that covers why we’re considering moving away from GoHighLevel, an overview of Microsoft solutions like Power Automate and Dynamics 365 CRM, the benefits of workflow automation and integration, and the key questions we need to answer before making a decision.

When we talk about Power Automate, we’ll look at how it can automate repetitive tasks like approvals and notifications, connect with hundreds of apps including Microsoft 365 and Dynamics, create flows for data collection and CRM updates, and even support AI-driven automation and robotic process automation.

Hope this helps! Let me know what you think.

Kind regards,

Edward

Perhaps you can post/ask in the Dynamics community:

https://community.dynamics.com/