Enabling Flow on Dynamics 365 Forms and Site Map

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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:

 

ABOUT CARL DE SOUZA

Carl de Souza is a developer and architect focusing on Microsoft Dynamics 365, Power BI, Azure, and AI.

carldesouza.comLinkedIn Twitter | YouTube

 

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