Tag Archives: Microsoft Flow Dynamics 365

Microsoft Power Automate Flow Trigger Conditions & CDS Filter Expressions Explained!

Microsoft Power Automate Flows are the recommended path forward for extending business logic that traditionally was extended using Plugins and Workflows. For code execution trigger we were only offered message as an option and in case of the update message a step forward to choose the fields that need to be updated for the plugin… Read More: Microsoft Power Automate Flow Trigger Conditions & CDS Filter Expressions… »

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: Use of Microsoft Flow with Dynamics 365 CRM On-premise »

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

Calculate Age in No Of Years using MS 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: Calculate Age in Dynamics 365 as Number of Years using… »

Show Or Hide Microsoft FLOW button in Dynamics 365

ShowOrHide Microsoft FLOW button in D365

As we know, we can easily see or create FLOW processes from Dynamics 365 CE for required entities using FLOW button. This FLOW button, we can see on Entity’s Homepage and FORM and as well in Site Map. To show or hide the FLOW button in CRM, we can use system settings. For this, we… Read More: Show Or Hide Microsoft FLOW button in Dynamics 365 »

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 (Leap Year Scenario) using… »

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: Automatically Send Greeting Email on Birthdays using Microsoft Flow »

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: Update Smart Sheet at the time of entity records creation… »