In the digital age of automation, where repetitive routines are performed by machines and letting man-power to do more intelligent tasks, Microsoft introduced Microsoft Flow that helps this cause.
Microsoft Flow is a cloud based service introduced in Office 365 that provides workflow management to integrate and automate different tasks across more than 85 applications. It allows users to create workflows that automates time-consuming tasks like approvals, send/receive notifications, collect/update data and synchronize files.
Microsoft Flow can tighten the gap between various predefined Microsoft/Non-Microsoft applications like Dynamics 365, Sharepoint, Twitter, One Drive, Slack and many more.
Microsoft Flow works basically helps users to create workflow so the first step in that workflow is the event on which the workflow should fire. There are already many predefined triggers available in Microsoft flow such can be seen in screenshot below:
Microsoft Flow allows users to react to those triggers from one application and perform some task in another application using it’s data and that too with zero coding knowledge.
A nice example would be “When a file is added on SharePoint Online, send an Email notification”.
After setting up the Trigger, you can either put a condition, perform an Action or even apply a loop to perform actions.
There are also many predefined templates available, where you can choose according to your business requirement.
Just like other various apps, Microsoft Dynamics 365 can very much benefit from Microsoft Flow. There are numerous scenarios and applications that can use this automation process and simplify the integration with Dynamics 365.
We will show you an example to fully understand Microsoft Flow and it’s applications with Microsoft Dynamics 365.
Scenerio: Attach OneDrive’s files related to Account as Notes to respective Account if Filename starts with Account Name.
Trigger: When files is created in OneDrive.
Condition: Filename (OneDrive) starts with Account Name (Dynamics 365)
Action: Create a Note’s record in Dynamics 365.
Below are the steps to create this workflow:
Congratulations, you have made your first flow, now it’s time to test it.
Microsoft Flow is a great addition in Microsoft family. With the slogan of Work Less Do More it really saves time and helps you automate the processes without having a proper coding knowledge.