Microsoft Flow & Parserr Automation

Microsoft Flow & Parserr – It can’t be that simple, can it?

One of the things I get asked about a lot especially around the service desk functionality in Microsoft Dynamics 365 is how to take system generated emails such as automated alerts and have them log as cases in Microsoft Dynamics. In the past, this used to involve a lot of extra work – possibly plugins…

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Dynamics 365 for Marketing experience

Dynamics 365 for Marketing First Run Experience

In our previous post, we ran through an overview of Dynamics 365 for Marketing and what was included with the release. In our next post in the series, we will run through the first run experience. Before we begin A couple of key things before we start going through the first run experience, Dynamics 365…

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character on laptop with light bulb against blue background

Tips on good data management

In my previous post, I spoke about cleaning your data for your live CRM system, today I wanted to talk about how you manage & maintain the quality of your data once it’s in your new CRM system. Here are Rocket CRM’s tips on good data management. Define Data Entry Rules You need to define…

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better quality data

7 steps to better quality data in your new CRM system

One of the main reasons a CRM implementation fails is due to poor quality data, yet all it takes is a bit of preparation and the common issues that cause poor data can be avoided. In this post, let’s look at the process of cleaning and migrating your data into a new CRM system as…

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Microsoft Flow Notification IOS

Microsoft Flow – Approvals with Microsoft Dynamics 365

In my previous Microsoft Flow post, I explained how you could import data submitted via a web form. In this post, I plan to enhance what we’ve already built in Microsoft Flow and include an approvals process. The basic idea is that when a web form is submitted, Microsoft Flow will send an approval request.…

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Microsoft Flow to Dynamics 365 Overview

Microsoft Flow: Import web forms into Dynamics 365

In my previous post about Microsoft Flow, I ran through the basics of a Flow and why you should use it with Dynamics 365. In this post, I plan to run through how you can automatically create a Lead in Dynamics 365 by making some simple changes to your existing web form email output. Before…

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Microsoft Flow Templates

Microsoft Flow: What is it and why should I use it with Dynamics 365?

Microsoft announced the general availability of Microsoft Flow about a year ago and since then have been pushing out regular updates to the toolset as well as to the list of connectors. They’ve positioned it as a power user’s integration tool rather than a System Administrator/IT provided solution and it’s easy to see why. The…

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