Head of IT and Facilities
T. Bailey Fund Services Limited
original article from www.dox42.com/References/T-Bailey
Microsoft Flow is an extremely useful tool, especially for CRM systems such as Dynamics 365. Automation is a key part of any CRM system so in having the ability to define repeatable, consistent, automated processes in Dynamics 365 really does make a difference to the user, they can focus on outcomes and decision making rather than spending their time repeating manual processes.
There are numerous templates available to get you started. Here are 5 popular templates for Dynamics 365 from the Microsoft Flow website
Dynamics 365 button
Create one or more actions to happen when records in the Dynamics 365 portal are selected.
Create a new contact in Dynamics CRM
Create a new contact in Dynamics CRM with a button tap. Enter the contact's info (name, phone number, email address and additional notes) and it'll be created for you, as a new contact in your Dynamics 365 account.
Receive a weekly email summary of new Dynamics 365 opportunities
Each week receive a digest email of all new opportunities logged in Dynamics 365.
Dynamics 365 for Sales accounts to Dynamics 365 for Operations customers
When a new account is created in Dynamics for Sales a customer will be created in Dynamics 365 for Operations
Create a SharePoint item based on a Dynamics 365 record
Create an item in a SharePoint list when a new record is created in Dynamics 365.
....want to see some more?
You can find a full list of Dynamics 365 templates here
If you would like help building your Dynamics 365 automated processes, please get in touch with our Dynamics team.