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appsDBA
Level: Power Up

A flow to connect SharePoint and 365 CRM?

Is there an O365 Microsoft Flow that will allow me to send form data from SharePoint to O365 Dynamics CRM?  So license users can create or rasie a case in CRM but un-license users cannot.  I would like to explore creating a form in SharePoint that all O365 users have access to and use the fields in this form to populate the necessary datasets to create a new case on the O365 CRM side?  Is this possible?  How would I do it?

1 ACCEPTED SOLUTION

Accepted Solutions
v-zhos-msft
Level 10

Re: A flow to connect SharePoint and 365 CRM?

Hi @appsDBA ,

It seems you want to use the data from the SharePoint to create a new record in the O365 Dynamics CRM.

I have made a flow for your scenario, please check it for a reference.

You can choose the Entity you want, then creating the record.

Capture11.PNG

Best Regards,

Community Support Team _ Zhongys

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

 

View solution in original post

2 REPLIES 2
v-zhos-msft
Level 10

Re: A flow to connect SharePoint and 365 CRM?

Hi @appsDBA ,

It seems you want to use the data from the SharePoint to create a new record in the O365 Dynamics CRM.

I have made a flow for your scenario, please check it for a reference.

You can choose the Entity you want, then creating the record.

Capture11.PNG

Best Regards,

Community Support Team _ Zhongys

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

 

View solution in original post

appsDBA
Level: Power Up

Re: A flow to connect SharePoint and 365 CRM?

I like this idea and I thank you for it.  Give me some time to assess it a little more and then I'll rate.  Grateful for the contribution. 

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