Connecting Dynamics 365 and Power BI with Microsoft Flow

In my previous post, I discussed my prototype to show streaming live sales orders that are being entered into Dynamics 365 appear in a Power BI dashboard. Here, I will go into details on how to set this up. First step is to create a streaming data set in Power BI. Log into powerbi.com. Select Streaming Datasets from the bottom left of the screen. Select from the top right Steaming datasets: Here, … Continue reading Connecting Dynamics 365 and Power BI with Microsoft Flow

Watch Your Sales Orders Stream in Real Time with Dynamics 365 with Flow

Here’s the scenario. You’re a CEO, and you love seeing new sales orders stream in. And you love the beach. You want to see these orders visually appear in your system while you are sitting on the sand. Now imagine being able to achieve this today, without anyone having to write a single line of code. That’s what Microsoft has made possible with the new cloud based automation service called Flow, together … Continue reading Watch Your Sales Orders Stream in Real Time with Dynamics 365 with Flow

Creating Microsoft Flows for Microsoft Dynamics

Microsoft Flow can be used with Microsoft Dynamics to create flows. Searching for Dynamics in the available flows, you can see there are several flows out there, for example copying data from Dynamics CRM to Dynamics 365 for Operations, and creating Dynamics leads based on tweets: There is a flow to create a push notification based on a new sales order being created in Dynamics 365 for Financials, but not one … Continue reading Creating Microsoft Flows for Microsoft Dynamics

Introduction to Microsoft Flow

Microsoft Flow is a new service from Microsoft that enables creating automated workflows between applications. It is like IFTTT (if this then that) for cloud services. Here we will go through an example of creating a flow. Firstly, log into the Microsoft Flow website: https://flow.microsoft.com/ You can search for existing templates to accomplish tasks: You can also browse templates by clicking on Templates in the top nav: Let’s select “Send myself a … Continue reading Introduction to Microsoft Flow