Question
You are a Dynamics 365 Customer Service administrator.
You need to configure the following automation for the sales team:
✑ Send an email when the status changes on an Opportunity.
✑ Text the sales manager when an Opportunity is created.
✑ Create a Wunderlist task when an Opportunity is open for 30 days.
Which tool should you use for each requirement? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Hot Area:
Explanation
Email when the status changes.: Dynamics 365 workflow — A classic Dynamics 365 (Dataverse) background workflow can be registered to run on the Opportunity table when a specific field such as Status/Status Reason changes, and the built-in Send Email step delivers the message natively from the CRM record with no external connector required. A Business Process Flow is wrong here because it only guides a user through stages and cannot itself fire an automated email on a field change.
Text when the Opportunity is created.: Microsoft Flow — Sending an SMS message requires reaching outside Dataverse to a messaging service (Twilio, a phone/SMS connector, etc.), and Microsoft Flow (Power Automate) is the tool with those connectors; a Dataverse "When a row is added" trigger on Opportunity then calls the SMS action. A classic Dynamics 365 workflow is wrong because its native step list has no SMS capability and cannot call third-party services without custom code.
Create a Wunderlist task.: Microsoft Flow — Wunderlist is an external third-party service, and Microsoft Flow has a connector for it, so a scheduled or condition-based flow can create the task when an Opportunity has stayed open for 30 days. Neither a classic Dynamics 365 workflow nor a Business Process Flow can create records in an outside system like Wunderlist.
