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Customer Service forum

How to run MS Flow against current record

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Hello,

I have enabled MS Flow for D365 9.0 instance and get great Flow button on the ribbon. When I create a new flow from action from ribbon

 D365Flow.JPG

it proposes this template

D365FlowTemplate.JPG

and after having created a flow from this template I don't see it in CRM, it show only "Create a flow" and "See your flows" as on the first image.

How I can create and run a flow against current record?

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  • Suggested answer
    Ben Thompson Profile Picture
    6,350 on at

    Flows can't be triggered on demand in the way that an on-demand workflow can be.

    They can however be written to be triggered when a record of type X is created, updated or deleted (in the same way that a workflow is triggered) provided that change tracking has been enabled on the entity.

    Screenshot_5F00_30.png

    The real advantage of Flow is it's ability to access external systems for instance calling out to Flow's serial approval system or providing the means to schedule a search every day and triggering a second process when on the returned record set (say to send a Happy Birthday Email and discount or to send a task reminder).

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