Guide To Increase Productivity With Microsoft Flow And CRM Integration

Microsoft Flow

Workflow automation is one of the constant battle cries of the modern, highly connected and overburdened workforce. So much that it sometimes appears that organizing, scheduling and managing the flow of work takes up more time and effort than the core activities. The time which could be better spent in accomplishing your business goals. ‘Work less, do more’ is the mantra of Microsoft’s workflow automation tool simply called ‘Flow’ and it seems to do exactly that.

It creates automated workflows between your preferred apps and services to deliver notifications, sync files, collect data and much more. For instance, just with a few clicks you could capture tweets and store them as leads in your CRM, or subscribers in MailChimp. Microsoft Flow’s potential to simplify and automate many such repetitive and algorithmic tasks is quite extensive.

Using the IFTTT (IF This Then That) logic, Flow automates and integrates seamlessly and virtually requires zero coding. There are connectors to various web services such as Dropbox, OneDrive, Dynamics 365, SharePoint and so on. You can even use your preferred connectors. Since integration is one of the strong suits of Dynamics CRM, it makes it all the easier to connect with Flow. Let’s take a quick look at how to do this: 

Microsoft Flow and Dynamics CRM Integration

Step 1:  Go to the Microsoft Flow home page. Log in to Flow.

Step 2:  Select the template called ‘Create Dynamics notes for Files in a OneDrive Folder’.

Step 3:  Sign in to both your Dynamics CRM instance and your OneDrive instance. Click continue and you will be able to see the operations within the workflow.

Step 4:  Choose a folder to sync from your OneDrive

Step 5: Scroll to the bottom of the workflow and then click on Create.  

Step 6: Now test the workflow and if it is running as desired by clicking on My Flows.

Step 7: Now add a new contact record within Dynamics CRM.

Step 8: Select an image for your OneDrive folder. The file name should have the same name as your contact’s last name.

Step 9: Wait a few minutes while the sync is in process and then look for your record in Dynamics CRM. You should be able to see a new attachment.  Click it to preview.  You are all set now.

As you can see, creating workflow integration is easy as pie and it can beautify your business routine.

Using Flow Mobile App for Pushing Notifications

A common requirement for office users is the need for automated e-mail notifications or messages. That is to get notified when such and such event takes place. It could be any trigger right from an email from the boss, or a VIP customer to getting notified whenever a file is added or deleted, or if a keyword is retweeted more than 100 times.

Microsoft Flow’s mobile app lets users cruise through various scenarios and templates and set notifications for specific triggers. Notifications can be emails, text messages, or push notifications on the phone. It is quite easy to design the flow for push notifications to your mobile device. The design can be created in the mobile app or on the Flow web app.  However, you will need the mobile app to receive the notifications. This app is available for iOS and Android with the promise of a Windows-based app being launched soon.  In case you are using an unsupported mobile device, fret not. You can still benefit from notifications by using SMS messages instead of push notifications.

Designing the Push Notification Workflow

1. Choose a template from the home page. If you can’t locate the template you want, you could use the See more button or the browse button in the top bar menu.  You could also search for specific templates using the Search box.

2. For example, choose the template ‘Get a push notification when you receive an email from your boss’. 

3. Click on the Use this template link. Now connect the necessary services.

4. Click on continue. This leads you to the designer page that designs your logic. Use the template default values and name your flow.  Publish the workflow.

5.  Your new push notification flow is designed and ready.  Of course, you will need set up the app on your phone and see the magic unveil.

Summary:

Microsoft is living up to its cloud-first and device-first strategy with productivity tools like Flow.  It has received generous feedback from power users and CRM users. The tool connects previously incongruent systems and devices and makes it super easy to design business rules and implement integrated workflows. The possibilities are quite exciting and almost endless for Dynamics CRM users. But if you are unsure of how to leverage the full potential of Flow within the CRM context, you could benefit from Dynamics CRM consulting services.  

Have you worked with Microsoft Flow yet? What other instances have you found it to be useful?

Please let us know in the comments below. 

Similar Articles

laravel vs nodejs

Presently there are a plethora of frameworks available to choose from in the market and the number of options increases once you combine them. In the following post, I would like to offer my take by comparing two most popular frameworks, i.e. Laravel and NodeJS.

 IoT Application Development Company

IoT platforms are essential to any IoT solutions and they cannot function properly without one. This is why they are so many IoT platforms as a service available on the market at the moment. Simply put, people need IoT platforms which are reliable and scalable and this is not easy to achieve.

php

PHP (Hypertext pre processor) is a server side scripting language. Dynamic websites are made rather easily using PHP. The best part about building your website using PHP is that it has a lot of frameworks suitable to each of the various categories

iOS App Developers

Apple is one of the growing mobile platforms that is famous for its supreme quality apps. So, beginning with the iOS apps development is the ideal way to create apps that can run on iPad and iPhone. It can be a great benefit for the business owner.

Android Apps Developers

If you want to become an expert developer, you will have to focus more on coding. There is no doubt that the online e-books, blogs, etc. can help you out with the theoretical skills but what about the practical? 

app development agency

With the increasing demand for mobile app development, it's essential that you select the best partner for the company. The wrong selection of mobile application development company could lead to a severe effect on the business.

Mobile App Developers

For anyone dreaming of a successful mobile app developer, the timing could not be more right! Just keep in mind to outdo these pitfalls before advancing to develop a robust and simple mobile application for your business or personal ventures. 

Java Enterprise Application

Most of the enterprises prefer Java application development services rather than any other languages for their application suites. This is because the 20+ year old language is a veteran in its field 

Wordpress Theme Customization

Wordpress theme customization feature gives you the privilege to change and modify several themes unlimited times through your website’s admin panel. Several times during development, we come up with a need of editing and customizing the themes