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. This will create our Recurrence. Now we can tell the flow what to do. Click Next Step:
Search for Dynamics 365, and Create a new record:
Set the Entity Name to Tasks, and provide a Subject:
Add any other information, then click Save:
Now click Test to see if the flow works. Click Run Flow:
Click Done
Go to Dynamics 365. You will see the task has been set up:
The flow is now activated. Wait until the specified date/time/recurrence and you will see a new Task created in Dynamics 365.
To disable the recurring task, select the flow and click Turn Off:
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Can someone create a Flow for tasks that are due in Dynamics 365? This flow will send an email to the task owner as a reminder. Thanks!