Export and Import Microsoft Flow in Dynamics 365

By | June 15, 2018

export and Import

Introduction:

In our Microsoft Flow blog series, we have explored various topics related to Microsoft Flow and will keep on exploring more. In this blog will discuss how to Export and Import Microsoft Flow in your Dynamics 365 environment.

Steps to Export Microsoft Flow in Dynamics 365:

1. First, Login to CRM with  user who has Global Administrator access to Dynamics 365 environment.

2. Navigate to other applications as shown in below screenshot.

Import Microsoft Flow in Dynamics 365

Import Microsoft Flow in Dynamics 365

3. On click of “Flow”, the Microsoft Flow UI will open, where you can find the “My Flows” and “Export” the Microsoft Flow from Source environment.

My Flows →(….) More → Export → Package(.zip)

Export Microsoft Flow in Dynamics 365

4. On click of “Package(.zip)” option below window will open, where you can provide below information:

Export Microsoft Flow in Dynamics 365

By default Import Setup of Resource Type “Flow” is set as “Update” but you can change it and save it.

Let’s keep the default “update” option as it is.

Export Microsoft Flow in Dynamics 365

Export Microsoft Flow in Dynamics 365Note: we cannot update the “Resource Type” with “Dynamics 365 Connection” and “SharePoint Connection”

5. Now you have to click on “Export” option to export the “.zip” file of Microsoft Flow.

6. You will see the Exported package details window.

Steps to Import Microsoft Flow in Dynamics 365:

1. First, Login to CRM with a user who has Global Administrator access to Dynamics 365 environment.

2. Navigate to other applications as shown in below screenshot.

Import Microsoft Flow in Dynamics 365

Import Microsoft Flow in Dynamics 365

3. On click of “Flow”, the Microsoft Flow UI will open, where you can “Import” the provided or exported “MicrosoftFlow.zip” file.

Import Microsoft Flow in Dynamics 365

4. Then Click on Upload button and select the zipped Microsoft Flow file using as shown in below screenshot.

Import Microsoft Flow in Dynamics 365

5. Once the valid file is submitted for further processing you will see the below window where you need to configure the Microsoft Flow import.

Import Microsoft Flow in Dynamics 365

a. In 1st, option you have two options either you can overwrite existing Microsoft Flow or create a new one. For now let’s select “Create as new” as shown in below screenshot.

Import Microsoft Flow in Dynamics 365

On select “Create as New” you can set the Microsoft Flow name to identify it.

Import Microsoft Flow in Dynamics 365

b. In second option, to connect the submitted Microsoft Flow for importing we need the connection with Dynamics 365 v9.0.

All you need to do is to click on “Select during import” and in the popup window click on “Create new”.

Import Microsoft Flow in Dynamics 365

Once you click on “Create new”, search for the Dynamics 365 connection and click on “+” icon in selected row record.

Import Microsoft Flow in Dynamics 365

Then click on “Create” button and select the current logged in user’s credentials so you can directly get the connection of Dynamics 365.

Import Microsoft Flow in Dynamics 365

In the next step, you will find the connection of D365 their so select it and save the same.

Note: Make sure you checked the connection.

Import Microsoft Flow in Dynamics 365

c. In third option, you need to follow steps same as we saw in second option but this time will choose SharePoint, so click on “Create new” and search for “SharePoint” and add it by clicking “+” button. Then refresh the list and select SharePoint and save.

Note: While adding connection make sure you have selected “Cloud Gateways”.

Import Microsoft Flow in Dynamics 365

6. Once all connection done, the screen will look like below, here click on Import button.

Import Microsoft Flow in Dynamics 365

7. Once the Microsoft flow successfully imported you will see the below confirmation screen.

Import Microsoft Flow in Dynamics 365

8. Click on “Open Flow” and change the Organization name and SharePoint URL as per you system.

Organization Name: you can find the D365 organization name in drop down.

Import Microsoft Flow in Dynamics 365

Site Address: Use the “Enter Customer Value” option to setup SharePoint URL accordingly.

Import Microsoft Flow in Dynamics 365

Enter your SharePoint URL:

Import Microsoft Flow in Dynamics 365

In update step of notes description also mention your “SharePoint” URL as shown in below screenshot.

Import Microsoft Flow in Dynamics 365

Note: Make sure you have selected correct organization and replaced correct SharePoint Site address.

9. Save Microsoft Flow.

Import Microsoft Flow in Dynamics 365

10. Then Import and configuration process of Microsoft Flow is completed.

Conclusion:

User can export and import Microsoft Flow in Dynamics 365 using above simple steps.

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