Category: Flow

Installing Microsoft Flow Addin for Excel and Selected Row Email Demo

In this post, we will look at how to install and use the Microsoft Flow Add-In for Excel. First, open Excel and go to Office Add-Ins, then select Microsoft Flow for Excel (Preview). Click Add: You will see: The Add-in is now ready to use. Let’s create a new spreadsheet, Customers, with a column for the Customers, and we will make this selection a table by highlighting then selecting Table … Continue reading Installing Microsoft Flow Addin for Excel and Selected Row Email Demo

Using Microsoft Flow to Create Recurring Tasks in Dynamics 365

Microsoft Flow can be used to create recurring tasks in Dynamics 365. Let’s go through an example. Let’s say we want to send create a task that reminds a salesperson to call their customers every morning. Sign in to https://flow.microsoft.com. Select My Flows, then New: Pick Scheduled – From Blank: Set a date, time and frequency. The flow can run every Month, Week, Day, Hour, Minute and Second: Click Create. … Continue reading Using Microsoft Flow to Create Recurring Tasks in Dynamics 365

Flow – Get a Push Notification when your Boss sends you an Email

In this post, we will configure how to receive a push notification when your boss sends you an email. Of course, we can receive regular email alerts on our phones when we receive emails. However, if you are constantly receiving emails, and you want to distinguish between a “normal” email and your boss’s email, then push notifications may be you. Note it may not just be your boss you want … Continue reading Flow – Get a Push Notification when your Boss sends you an Email

Enabling Flow on Dynamics 365 Forms and Site Map

To enable Flow in Dynamics 365, go to Settings->Administration and System Settings: Select Show Microsoft Flow on forms and in the site map: Click to Enable: You will then see Flows. Click to Create a flow: This will take you to below. Click Continue: You may see “When a record is select (deprecated)”: Click Delete: Add a new Trigger, searching for Dynamics 365: Select your D365 Org: Click to add … Continue reading Enabling Flow on Dynamics 365 Forms and Site Map

PowerApps Part 4 – Adding a Flow to an App

In our previous posts, we created a PowerApp that displays accounts from Dynamics 365, that a user can select and update. In this post we will extend that app to call a Flow. This is an extremely powerful capability of PowerApps, in that you can easily integrate with other systems and automate processes such as sending an email that can be wired to your PowerApps buttons with no code. Let’s … Continue reading PowerApps Part 4 – Adding a Flow to an App

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. Flow is built on Microsoft’s Azure-based Logic Apps. They both share the same designer and the same connectors that allow you to connect to many different systems and automate your processes. Here we will go through an example of creating a flow. Firstly, log into … Continue reading Introduction to Microsoft Flow