Contents

Introduction Before you start Strategy Updates flow Information included in tasks Enable the Strategy Updates flow

 

Introduction

The Strategy Updates Power Automate flow template helps your firm manage account strategy changes more efficiently.

Instead of manually creating and assigning follow-up tasks, the flow automatically generates and routes Strategy Updates tasks based on the information you or a team member enters in a Strategy Updates service request. This helps ensure strategy changes are tracked and assigned to the appropriate team member.

For information about the service request, see Submit a Strategy Updates 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

Strategy Updates flow

When you submit a Strategy Updates service request, the flow:

• Generates a Strategy Updates task and assigns it to the selected Service Request Task Owner.

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

Service request field	Value	Task or notification	Assigned to
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

• Type of request

• Current model

• New model

• Cash reserve details

• Investment amounts

• Restriction descriptions

• Additional instructions

• Assigned owner

• Priority

• Notification recipients

Enable the Strategy Updates 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 Strategy Updates flow:

1. Disable the legacy Strategy Updates workflow.

2. Add the Strategy Updates base or MBU template to the Tamarac Power Automate Flows solution. To determine the right template, see Automate service requests with Power Automate.

3. Create a copy of the template.

4. Optionally customize the copied flow.

5. Turn on the flow.

For detailed instructions, see Enable Power Automate flows.