Microsoft Flow

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…

Sometimes with managing cases in Microsoft Dynamics 365, users want to automate sending an email to a customer and present them with some basic buttons so that the customer can choose whether to close a case without the need to reply directly to the email. In this post, I’m going to show you how we…

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.…

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…

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…