Category Archives: Microsoft Flow

Create Dynamics 365 Records from an Excel using Microsoft Flow

Introduction: Dynamics 365 Records can be created from Excel using Microsoft flow “Create Dynamics 365 Leads from an Excel table”.  This is useful ifuser wants to create Records for each row from the Excel that is uploaded on any cloud storage space like google drive, OneDrive, DropBox, FTP, etc. In this blog, we will go through the… Read More »

Update Smart Sheet at the time of Entity records creation in Dynamics 365 using Microsoft Flow

Introduction: In our Microsoft Flow blog series, we have explored various topics related to Microsoft Flow and will keep on exploring more. Microsoft flow helps us to create a backup of our data in smart sheet. So user don’t need to download excel from CRM for further analysis. Recently while working in Microsoft Flow we found something amazing… Read More »

Recurring Microsoft Flow for moving Email Attachment from Dynamics 365 to SharePoint

Introduction: In our last blog, we spoke about how to move attachments from Notes to SharePoint. In this blog, our focus would be to discuss on moving Email Attachments and leaving a link back in Notes for the user to locate the attachments. Let’s consider a scenario, a service based company who get a lot… Read More »

Create New Records in Dynamics CRM using Microsoft Flow

Introduction: Microsoft Flow is a powerful business application that allows the user to create and automate workflows across multiple applications and services without developers help. In one of our blog “Microsoft Flow – Create a record in Dynamics 365 using Gmail Connector”, we saw how to create a record in Dynamics 365 using Gmail Connector.… Read More »

Move Dynamics 365 Attachments to SharePoint using Microsoft Flow

Microsoft Flow allows us to connect and automate two disparate systems. And, the best part of Microsoft Flow is that both the systems need not be from Microsoft’s umbrella. The way Microsoft Flow allows the communication between two different systems is with the help of plethora of connectors that’s available at our disposal. We can… Read More »

Geo-code Dynamics 365 Records Using Microsoft Flow

Introduction: Microsoft Flow is a powerful business application platform that includes PowerApps, the Common Data Service, Dynamics 365, and Office 365. It allows you to create and automate workflows across multiple applications and services without developers help. Microsoft Flow connects to more than 100 external services like SharePoint, OneDrive, Dynamics 365, Customer APIs, etc. we… Read More »

Microsoft Flow – Create record in Dynamics 365 using Gmail Connector

Introduction: Recently we received a requirement to integrate a mailbox not configured in CRM and external to CRM with Dynamics 365. The client had an enquiry mailbox, and they did not want the emails to be created in CRM, and therefore it was not configured. However, they did want that the lead should be automatically… Read More »