Category Archives: Microsoft Flow

Retrieve Many-to-many (N:N) related records in Dynamics 365 using Microsoft Flow

Introduction: Microsoft Flow has definitely leveraged the capabilities of Dynamics 365 to a next level and with the long list of connectors, it provides seamless integration across various different digital ecosystems. In this blog we are going to discuss a workaround to retrieve records linked to each other via many to many relationship in Dynamics… Read More »

Trigger Microsoft Flow on click of custom ribbon button in Dynamics 365

Introduction: In this blog, we will discuss a workaround for triggering Microsoft flow via Dynamics 365 custom ribbon button. For this, We would place a hidden two option field on form and then we would toggle its value to true via custom ribbon button and save the record, we would need to keep the triggering point of… Read More »

Calculate Age in Dynamics 365 as Number of Years using Microsoft Flow

Introduction: If we want to calculate the Age in no of years using OOB Birthdate field in CRM we can use multiple ways here in this blog we tried to achieve this functionality using Microsoft Flow. To calculate Age we have used contact entity, so this flow will trigger once the record is created in… Read More »

Microsoft Flow – Perform action on update of specific field in Dynamics 365 Customer Engagement

Introduction: Microsoft Flow is the best thing ever happened to citizen developers. The flexibility to perform some actions and the ease at which those actions can be configured is the deal breaker. Microsoft Flow is a sister app to Azure Logic Apps, but the fact that it is so well integrated with Dynamics 365 Customer… Read More »

Automatically Send Greeting Email on Birthdays (Leap Year Scenario) using Microsoft Flow – Part 2

Introduction: In one of our recent blog we saw, How to automatically send greeting email on Birthdays using Microsoft Flow. In order to take customer relations to a next level, any company or establishment would surely like to greet their valuable customers regardless of whether they are born on 29 Feb or not. This blog… Read More »

Automatically Send Greeting Email on Birthdays using Microsoft Flow

Recently we received a business requirement where client wants to send Birthday Emails to the CRM contacts. We tried this using Microsoft Flow. In this blog we will discuss this. First we need to create a Recurrence trigger so that this functionality will run every day. To create recurrence trigger in Flow please follow below… Read More »

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 »

Export and Import Microsoft Flow in Dynamics 365

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… Read More »