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Showing posts from November, 2017

Flow app with Dynamics 365 CRM

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Logical workflow engines like IFTTT and Microsoft Flow are services, that allow web accessible applications to trigger actions within or across other web accessible applications. The application requires an API connector to the service, and, many connectors have already been developed. ·          In our case, Microsoft Flow is our logical engine of choice, a connector, and a few templates already exist. ·          The template acts as a good starting point and can be customized to meet one’s needs. ·          We’ll create a new contact by tapping on a Flow button from our mobile phone. ·          A Flow button is a button that lives on a mobile device and when clicked, triggers something to happen. ·          In our case, when the button is clicked we want it to create a contact in Dynamics 365, and then send a welcome email to the new contact. ·          The description of the template from Flow is, “Create a new contact in Dynamics 365 with a button tap. Enter the con