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Dynamics 365 Customer Engagement (CRM) · Jul 23, 2018 · 1 MIN READ

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 an action:

Select Outlook.com – Create contact:

Add fields to set the Given Name and Phone from the D365 record:

Click Save:

Update an Account:

Go to Outlook and select Contacts/People. You will see the account has been created:

 

Carl de Souza
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Carl de Souza Enterprise Architect at Microsoft · AI Technology Expert

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Carl de Souza
KEEP LEARNING. KEEP BUILDING.

Explore AI, agents & Microsoft technology.

I share practical ideas, tutorials, and videos about AI, AI agents, Microsoft technologies, and the Power Platform.