{My First Flow}-Creation of Lead using Microsoft flow

Dear Experts,

                 After quite some time,I have started with my blog and have started with Microsoft Flow.Let's start....

Objective:

For one of our customers would like to see a how lead scoring works in Dynamics 365 online and the lead scoring was not really working in the earlier stage using sales insights and we are not very much clear about on what parameter basis lead scoring predict the score for a lead if we configure a lead scoring prediction model using sales insights.Soon after the latest version we could able to configure it and we will be able to configure the prediction model.

Predominantly to accomplish this lead scoring model minimum 40 Qualified leads and 40 Disqualified leads should be created in a trial version to configure it.To achieve the creation of 80 leads planned to leverage the Flow and created my first flow.

Lead creation:

     Lead creation can happen in different ways for this model to configure.

• Can call the CRM services in a console application to create a records via programmatically
• Can use Plugin on triggering an action to create a records.
• Can use Data import to import the lead records.

So all the above scenarios can be leveraged for the lead  creation. In order to understand the flow and its architecture planned to do it in Microsoft Flow.

Creation of Flow:

           Initial set up of Dynamics trial version,started with the creation as below.

Navigate to the Advance Settings and clicked on Microsoft Flows and login with the trial account credentials.Clicked New to create a new flow of Type Instant-- from blank as shown below.

Step 2:Clicked on Gmail Icon as shown below.

Step 3:It triggers When a new email arrives and Click on the Gmail Icon shown below

Step 4:If it for  first time it will prompt to enter the gmail account credentials and enter the gmail credentials to proceed and it reaches below.From the Label drop down we can select the label as per the incoming mails.

Step 5:Click on New Step to choose an action for the creation of record.

Step 6:Click on Create a new record.

Step 7:Select the Lead Entity from the Entity drop down and fill the necessary fields like First Name, Last Name,Topic,Annual revenue,etc.,,These fields can be dynamically set with gmail and we can use the expression for any calculation or to fill the dates dynamically,etc.,

Step 8: Finally Flow created ,When a new email arrives to the gmail as below.

Based on this flow,once an email arrives to the inbox and it will create a lead for the mapped fields.

So lead records are getting created and it will be used to configure a predictive  lead scoring model and soon configuration of lead scoring prediction model steps  will be published in my next blog.....

Thanks,

Thangamani.N