Tag Archives: Microsoft Flow

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 »

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 »

Recurring Microsoft Flow for moving Email Attachment from Dynamics 365 to SharePoint

Introduction: In our last blog, we spoke about how to move attachments from Notes to SharePoint. In this blog, our focus would be to discuss on moving Email Attachments and leaving a link back in Notes for the user to locate the attachments. Let’s consider a scenario, a service based company who get a lot… Read More »

Move Dynamics 365 Attachments to SharePoint using Microsoft Flow

Microsoft Flow allows us to connect and automate two disparate systems. And, the best part of Microsoft Flow is that both the systems need not be from Microsoft’s umbrella. The way Microsoft Flow allows the communication between two different systems is with the help of plethora of connectors that’s available at our disposal. We can… 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 »