Tag Archives: Dynamics 365 Microsoft Flow

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 »

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 »

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 if user 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… Read More »

Update Smart Sheet at the time of entity records creation 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. 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 »

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 »

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 »