Contents

Introduction Before you start Incoming Deposit flow Information included in tasks Enable the Incoming Deposit flow

 

Introduction

The Incoming Deposit Power Automate flow template helps your firm process incoming deposits more efficiently.

Instead of manually creating and assigning follow-up tasks, the flow automatically generates tasks based on the information you or your team members enter in an Incoming Deposit service request. This helps your team track incoming deposits, coordinate investment activity, and route work to the appropriate team members.

For information about the service request, see Submit an Incoming Deposit service request.

Before you start

You must have appropriate permissions to use and enable Power Automate flows.

The following are the roles and permissions available:

user	permissions
Any User with Dynamics 365 License	Create Power Automate flows
CRM System Administrator or Global Admin for Microsoft 365	Create Power Automate flows Deactivate or turn off legacy flows Enable new Power Automate flows

Incoming Deposit flow

When you submit an Incoming Deposit service request, the flow:

• Generates an Incoming Deposit task and assigns it to the selected Service Request Task Owner.

• Reviews the values you enter in the request and determines whether to generate the following additional tasks or notifications:

Service request field	Value	Task or notification	Assigned to
Invest Cash	Yes	Invest Cash task	Investment Task Owner
Send Notification To	Any user selected	Email notification	Selected user

Information included in tasks

The flow adds service request information to each generated task so assignees can complete the requested updates, including:

• Financial account

• Deposit type

• Deposit amount

• Deposit date

• Source of funds

• Check information

• Investment instructions

• Assigned owner

• Priority

• Notification recipients

Enable the Incoming Deposit flow

To implement this flow, we recommend you create a copy of each template instead of turning on the template flow directly.

With a copy of the template, you can choose to maintain all the components or further customize them to meet your firm's needs. This also protects your changes from being overwritten in future releases since the template is part of the managed solution.

To enable the Incoming Deposit flow:

• Disable the legacy Incoming Deposit workflow.

• Add the Incoming Deposit base or MBU template to the Tamarac Power Automate Flows solution. To determine the right template, see Automate service requests with Power Automate.

• Create a copy of the template.

• Optionally customize the copied flow.

• Turn on the flow.

For detailed instructions, see Enable Power Automate flows.