Category Archives: Microsoft Flow

Working of ‘Delay Until’ Microsoft Flow component with different Dynamics 365 CRM Date behaviour

Introduction Introduction of Microsoft Flow for Dynamics 365 CRM has extended the functionality of Dynamics 365 CRM thereby allowing it an easy way to interact with other systems or include features which required much more custom development. It is also considered as an advanced version of Workflow where we can achieve tasks which were difficult… Read More »

How to use Scope with Common Data Service in Microsoft Flow

Introduction As we know in Dynamics 365 CE, the record access level plays a very crucial role, because it helps users to limit the access to the records in the Organization. This access of records can be to whole Organization, Parent: Child Business Units, Business Unit and User level. In the same way we can… Read More »

Automate Quote Approval Process in Dynamics 365 CRM using Microsoft Flow

Introduction Microsoft Flow helps us to automate everything – from simple notifications to complex business processes with defined steps and stages. By using Approval process you can manage the approval decision of invoices, leads etc. from the higher level management in the organization. In this blog, we are going to explore how to automate Quote… Read More »

Power Platform : How to extract Form document data using AI Builder and Microsoft Flow

Introduction In our day to day business processes, we can use Artificial Intelligence to advance business operations. The AI Builder (preview feature) is the new Power Platform feature that allows us to use Artificial Intelligence to easily automate our business processes and predict outcomes. AI Builder currently supports four types of AI model, Form processing… Read More »

Create chatbot using Dynamics 365 Virtual Agent for your Customers

Introduction Customer service is the key aspect of any organization that add value to their growth. It becomes very important for organizations to focus on satisfying the customers with their services. We know email, phone call are the channels that the customer use to reach out to the organization and get what they are looking… Read More »

Update Existing Records in CDS (Common Data Service) Using Microsoft Flow

Introduction: In one of our previous blog, we have seen how to create records in Dynamics 365 CRM using Microsoft flow mobile app. In this blog we will see how we can update the existing record in CDS environment using flow mobile app. For example, we want to update the particular Account record using this… Read More »

Qualify Lead in Dynamics 365 through the Canvas App with Microsoft flow

Introduction PowerApps is a data platform that provides rapid application development environment to build custom apps for your business needs. In PowerApps you can only perform operations such as create, update and delete. However, to perform more operation you can go for other options such as Microsoft Flow etc. In this case we created an… Read More »

Microsoft Power Platform – How we can help automate your business processes in Dynamics 365 CRM

Innovators have an innate quality, they break down complex structures into basic elements and then, combine permutation and combinations of those elements to form another module. This leads to groundbreaking inventions, thereby ushering a wave of innovative solutions. It is an indigenous cycle that is adopted by developers and Technical Architects in order to revolutionize… Read More »