Tag Archives: Microsoft Flow Dynamics 365

Use of Microsoft Flow with Dynamics 365 CRM On-premise

Introduction Recently, while trying to work on Microsoft Flow to perform some actions from Dynamics CRM on-premise, we discovered that to access on-premise data we needed to create connection with Microsoft flow. So, in this blog we will show how you can connect your on-premise organization with Microsoft flow. It is possible to connect Microsoft… Read More »

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

Introduction: If we want to calculate the Age in a number of years using Birthdate field (i.e. Date type field) in CRM we can achieve this in multiple ways. Here we tried to achieve this functionality using MS Flow. Below example is configured for contact entity and flow will trigger whenever the record is created… 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 »

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 »