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ISC Software News & Updates

Latest Updates

Microsoft Flow and Dynamics 365

1/3/2019

 
Microsoft Flow is an enterprise automation tool that can be configured to perform single or multiple actions based on triggers.

These actions can be triggered in one application and then perform automatic activities or tasks in another application, clever stuff!
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There are a number of connectors available that include Microsoft and Non-Microsoft applications such as Twitter, Outlook, SharePoint, RSS, Dropbox, Adobe, Facebook, LinkedIn and Dynamics 365
Take a look at the full list here   https://flow.microsoft.com/en-us/connectors/

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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.
https://flow.microsoft.com/en-us/galleries/public/templates/9bf96f90cb6c48ce8ff6dded48c6b4bc/dynamics-365-button/
 
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.
https://flow.microsoft.com/en-us/galleries/public/templates/cb073eb0d71a11e68a432d4338c7fed9/create-a-new-contact-in-dynamics-crm/
 
Receive a weekly email summary of new Dynamics 365 opportunities
Each week receive a digest email of all new opportunities logged in Dynamics 365.
https://flow.microsoft.com/en-us/galleries/public/templates/2ffb951f0b234e35aa8375b1669791f2/receive-a-weekly-email-summary-of-new-dynamics-365-opportunities/
 
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
https://flow.microsoft.com/en-us/galleries/public/templates/f0d9695094f411e6857213a3d67e3c3e/dynamics-365-for-sales-accounts-to-dynamics-365-for-operations-customers/
 
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.
https://flow.microsoft.com/en-us/galleries/public/templates/6fe497179cfa415d93b7279aa185e8bc/create-a-sharepoint-item-based-on-a-dynamics-365-record/
 
....want to see some more?
You can find a full list of Dynamics 365 templates here
https://flow.microsoft.com/en-us/connectors/shared_dynamicscrmonline/dynamics-365/
 
If you would like help building your Dynamics 365 automated processes, please get in touch with our Dynamics team.
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​Who we are

ISC Software is a privately owned company that focuses on the delivery of Microsoft business software solutions - Microsoft Dynamics 365 Business Central, Microsoft Dynamics GP, Microsoft Dynamics 365 Sales, SharePoint and Azure.  Since 1996, we have worked with a diverse range of customers as their software partner and are recognised to deliver experience and expertise at every level. It is always our aim to deliver efficient, expert and high quality of services, and work in partnership with our customers to understand their objectives.  We believe products should serve the needs of our customers and our approach reflects that.
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ISC Software Solutions Ltd
PO Box 196, St. Ives, PE27 9EH, United Kingdom.
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  • Software
    • Microsoft Dynamics GP >
      • Microsoft Dynamics GP Roadmap
      • Dynamics GP Support
      • Changing Dynamics GP Partner
      • Dynamics GP on Azure
      • GP Elementz
    • Business Central
    • Dynamics 365 for Sales
    • SharePoint
    • Sharegate
    • Dox42
    • Pro Sport VA
  • Services
    • Software Support
    • Implementations & Upgrades
  • About
    • About ISC Software
    • Our Team
    • News
    • Events & Webinars
    • Vacancies
  • Contact