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Customer experience | Sales, Customer Insights,...
Answered

Flow in Dynamics CRM

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Posted on by

Hi everyone,

Could we start a flow in DynamicsCRM? Not a way to go to Flow and start the one you need, but in DynamicsCRM, click on your flow which is starting.

Thank you for helping

Baptiste

  • RE: Flow in Dynamics CRM

    Thank you!! that's working!!

  • Verified answer
    Ak Negi Profile Picture
    Ak Negi 320 on at
  • MMK Profile Picture
    MMK 745 on at
    RE: Flow in Dynamics CRM

    I have created a flow and called it from CRM by the following JS code

     var flowurl = "Your URL when you create a Flow of type When HTTP request is recieveed"

                           var flowparam = {

                               "recordId": QuoteId,

                               "recordUrl": recordurl

                           }

                           sendemail(flowparam, flowurl);

    function sendemail(flowparam, flowurl) {

       try {

           var req = new XMLHttpRequest();

           req.open("POST", flowurl, false);

           req.setRequestHeader("Accept", "application/json");

           req.setRequestHeader("Content-Type", "application/json; charset=utf-8");

           req.onreadystatechange = function () {

               if (this.readyState === 4) {

                   req.onreadystatechange = null;

                   if (this.status === 200) {

                       alert("Email sent ");

                   } else {

                       Xrm.Utility.alertDialog(this.statusText);

                   }

               }

           };

           req.send(JSON.stringify(flowparam));

       } catch (e) {

           console.log(e);

       }

    }

  • RE: Flow in Dynamics CRM

    More informations :

    When the saler create the OPT or quote, he could click on the flow (created by MS Flow) to start it.

    The trigger would be the "click" as a button trigger.

  • Suggested answer
    MMK Profile Picture
    MMK 745 on at
    RE: Flow in Dynamics CRM

    You can start Flows from CRM by

    1. http request with JS like we do for a CRM rest APIs from CRM restBuilder

    2 you can register the Flow on Create/update and other events of entities

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