{"id":14133,"date":"2019-01-21T11:24:34","date_gmt":"2019-01-21T11:24:34","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=14133"},"modified":"2022-07-21T11:36:13","modified_gmt":"2022-07-21T06:06:13","slug":"use-microsoft-flow-dynamics-365-crm-on-premise","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2019\/01\/use-microsoft-flow-dynamics-365-crm-on-premise\/","title":{"rendered":"Use of Microsoft Flow with Dynamics 365 CRM On-premise"},"content":{"rendered":"<h2><strong>Introduction<\/strong><\/h2>\n<p style=\"text-align: justify;\">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.<\/p>\n<p>So, in this blog we will show how you can connect your on-premise organization with Microsoft flow.<\/p>\n<p style=\"text-align: justify;\">It is possible to connect Microsoft flow with CRM on-premise with the help of \u201cOn-premises data gateway\u201d. By using the data gateway we can create connection with Microsoft Flow via SQL server. Let\u2019s see what are steps needed to be followed for the same.<\/p>\n<p style=\"text-align: justify;\">1.\u00a0First you need to install the \u201cOn-premises data gateway.\u201d <a href=\"https:\/\/www.microsoft.com\/en-us\/download\/details.aspx?id=53127\" target=\"_blank\" rel=\"noopener noreferrer\">Click here<\/a> to download the same and complete the installation process.<\/p>\n<blockquote><p><strong><em>Note<\/em><\/strong><em>: You need to install a gateway on a machine that is in the same network as the SQL server. This machine must be\u00a0always\u00a0on and be\u00a0always<strong>\u00a0<\/strong>connected to the internet.<\/em><\/p><\/blockquote>\n<p style=\"text-align: justify;\">2. Post installation, you need to sign in to register the data gateway. See below screenshot:<\/p>\n<blockquote><p><strong><em>Note<\/em><\/strong><em>: For signing in you need to use the same credentials which you are using to sign in to the Microsoft flow.<\/em><\/p><\/blockquote>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-14134\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/01\/1Microsoft-Flow-with-Dynamics-365-CRM-On-premise.png\" alt=\"Microsoft Flow with Dynamics 365 CRM On-premise\" width=\"826\" height=\"756\" \/><\/p>\n<p>3.\u00a0Once you sign-in you are ready to register the gateway as shown in screenshot below:<\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-14135\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/01\/2Microsoft-Flow-with-Dynamics-365-CRM-On-premise.png\" alt=\"Microsoft Flow with Dynamics 365 CRM On-premise\" width=\"821\" height=\"790\" \/><\/p>\n<p><strong><em>In the above screenshot you will see that there are 3 fields:<\/em><\/strong><\/p>\n<ul>\n<li><strong><em>New on-premises data gateway name: Used to define the name. You can give any name of your choice.<\/em><\/strong><\/li>\n<li><strong><em>Recovery Key: The recovery key will be needed if you ever need to migrate, restore or take over a gateway. You can enter any value for key.<\/em><\/strong><\/li>\n<li><strong><em>Confirm Recovery: Re-enter the Recovery key.<\/em><\/strong><\/li>\n<\/ul>\n<p>4. Once you register the gateway, you need to sign in into the Microsoft flow using <a href=\"https:\/\/us.flow.microsoft.com\" target=\"_blank\" rel=\"noopener noreferrer\">https:\/\/us.flow.microsoft.com<\/a><\/p>\n<p style=\"text-align: justify;\">5. Then, click on settings icon on top right corner and select the <strong>\u201cConnections\u201d<\/strong> to create the new connection as shown in the below screenshot.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-14136\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/01\/3Microsoft-Flow-with-Dynamics-365-CRM-On-premise.png\" alt=\"Microsoft Flow with Dynamics 365 CRM On-premise\" width=\"822\" height=\"471\" \/><\/p>\n<p style=\"text-align: justify;\">6.\u00a0Click on <strong>\u201cNew Connection\u201d<\/strong> button on top left corner and select \u201c<strong>SQL Server\u201d<\/strong> as shown in below screenshot.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-14137\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/01\/4Microsoft-Flow-with-Dynamics-365-CRM-On-premise.png\" alt=\"Microsoft Flow with Dynamics 365 CRM On-premise\" width=\"1420\" height=\"673\" \/><\/p>\n<p style=\"text-align: justify;\">7.\u00a0On clicking the <strong>\u201cSQL server\u201d<\/strong> connections a window will pop up as shown in the below screenshot.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-14138\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/01\/5Microsoft-Flow-with-Dynamics-365-CRM-On-premise.png\" alt=\"Microsoft Flow with Dynamics 365 CRM On-premise\" width=\"819\" height=\"684\" \/><\/p>\n<p style=\"text-align: justify;\">8. To connect to on-premises data choose the option <strong>\u201cConnect using on-premises data gateway\u201d<\/strong> as shown in the above screenshot.<\/p>\n<p style=\"text-align: justify;\">9. Then, fill all the details of SQL server and choose the gateway which we installed as shown in below screenshot and click on <strong>\u201cCreate\u201d<\/strong> button to create the connection.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-14139\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/01\/6Microsoft-Flow-with-Dynamics-365-CRM-On-premise.png\" alt=\"Microsoft Flow with Dynamics 365 CRM On-premise\" width=\"821\" height=\"675\" \/><\/p>\n<p style=\"text-align: justify;\">10. Post successful creation of connection you can use the Microsoft flow for the on-premise organization using the SQL server connectors in the same way we use it for any online CRM.<\/p>\n<p style=\"text-align: justify;\">11. We have created one sample flow by using SQL server connectors to show how it works. In the example below, we have created a flow to send an Email whenever a new \u201cAccount\u201d record gets added in the integrated SQL database. To accomplish the same we have selected the <strong>\u201cCreate from blank\u201d <\/strong>option as shown in the below screenshot:<\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-14140\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/01\/7Microsoft-Flow-with-Dynamics-365-CRM-On-premise.png\" alt=\"Microsoft Flow with Dynamics 365 CRM On-premise\" width=\"824\" height=\"253\" \/><\/p>\n<p>12. Now select the connectors as <strong>\u201cSQL server\u201d<\/strong> as shown below:<\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-14141\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/01\/8Microsoft-Flow-with-Dynamics-365-CRM-On-premise.png\" alt=\"Microsoft Flow with Dynamics 365 CRM On-premise\" width=\"822\" height=\"769\" \/>13. Here, we want to trigger this flow when new record gets created into the SQL database. So, we are selecting the 1<sup>st<\/sup> option i.e. <strong>\u201cWhen an item is created\u201d<\/strong> as can be seen in the above screenshot.<\/p>\n<p style=\"text-align: justify;\">14.\u00a0Here, we want to trigger this flow when new record gets created into the SQL database. So, we are selecting the 1<sup>st<\/sup> option i.e. <strong>\u201cWhen an item is created\u201d<\/strong> as can be seen in the above screenshot.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-14142\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/01\/9Microsoft-Flow-with-Dynamics-365-CRM-On-premise.png\" alt=\"Microsoft Flow with Dynamics 365 CRM On-premise\" width=\"822\" height=\"218\" \/><\/p>\n<p style=\"text-align: justify;\">15.\u00a0Next, select the action as <strong>\u201cSend Email\u201c <\/strong>on Gmail account. Here, we need to sign in to Gmail account.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-14143\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/01\/10Microsoft-Flow-with-Dynamics-365-CRM-On-premise.png\" alt=\"Microsoft Flow with Dynamics 365 CRM On-premise\" width=\"826\" height=\"910\" \/><\/p>\n<p style=\"text-align: justify;\">16.\u00a0Then, fill the necessary fields to be used for sending an email. We can also access the fields from the SQL database and map them in the attributes needed to send an email as shown below:<\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-14144\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/01\/11Microsoft-Flow-with-Dynamics-365-CRM-On-premise.png\" alt=\"Microsoft Flow with Dynamics 365 CRM On-premise\" width=\"822\" height=\"473\" \/><\/p>\n<p>Once we are ready by creating the flow then, just save it and we are good to go.<\/p>\n<h2><strong>Conclusion<\/strong><\/h2>\n<p style=\"text-align: justify;\">The <strong>On-premises data gateway<\/strong> enables one to use Microsoft Flow with their on premise dynamics CRM organization.<\/p>\n<h2 style=\"text-align: left;\"><div class=\"su-heading su-heading-style-default su-heading-align-center\" id=\"\" style=\"font-size:15px;margin-bottom:5px\"><div class=\"su-heading-inner\">70% of global 2000 companies apply gamification to improve productivity and returns!<\/div><\/div><\/h2>\n<p><em><strong><a href=\"https:\/\/bit.ly\/3RD4lYW\" target=\"_blank\" rel=\"noopener noreferrer\">Gamifics365<\/a> <\/strong>\u2013 Spin the magic of games within Microsoft Dynamics 365 CRM to improve user adoption, enhance productivity, and achieve company goals!<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>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\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.inogic.com\/blog\/2019\/01\/use-microsoft-flow-dynamics-365-crm-on-premise\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":13,"featured_media":14145,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[16,18,19,36,1985],"tags":[1153,1154,1159],"class_list":["post-14133","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dynamics-365","category-dynamics-365-v9-2","category-dynamics-crm","category-microsoft-flow","category-power-automate","tag-microsoft-flow-dynamics-365","tag-microsoft-flow-dynamics-365-crm-on-premise","tag-microsoft-flow-with-dynamics-365-crm"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/14133","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/comments?post=14133"}],"version-history":[{"count":0,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/14133\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media\/14145"}],"wp:attachment":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media?parent=14133"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/categories?post=14133"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/tags?post=14133"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}