TxtSynchas recently released a Flow connectorto its global SMS services. Our aim is to provide you with the tools so that you can easily make SMS part of your business workflows. SMS is a customer’s preferred communication method. When used correctly, it’s a powerful way to improve your customer services communications by sending short, personalised and relevant notifications. Keeping your customers up to date no matter where they are! SMS boasts a 98% open rate so you can be sure your important messages will be read.
Once in a while, there are situations where the OOTB features of Dynamics 365's first-party apps simply run out. While Field Service can be a powerful tool to create additional value in a service/maintenance business, it also has its limits. I have previously written about Time Entries in Field Service by using Flow and PSA so let's continue on that path and see how we can enable field technicians to sell more by leveraging the power of the Power Platform.
The qualification or disqualification of a Lead in Dynamics 365 is a human-triggered event that kicks off a predefined process. That process will convert the Lead to a new Contact and Account record and also create an Opportunity that is associated with the Contact and Account. There will also be a link back to the originating lead in the Opportunity record. Here is what I have come up with as one approach to copy the Notes and attachments to the Opportunity record automatically. You could also approach it differently by changing the regarding on the Notes from the Lead record to the new Opportunity record. Modify it to fit the way your company wants it to work.
My name is Jay Goodison, one of the co-founders of Encodian and this post covers our recently released 'Encodian' connector which provides a new set of robust actions for creating, watermarking, securing, OCR'ing and merging PDF documents as well as image clean-up operations, bringing auto-rotate, de-skew and de-speckle capabilities (plus lots more!) to Flow.
Can Microsoft Flow replace the Dialog function in Dynamics 365? It is certainly one option. I will show you how to take an existing Button Flow you created, edit it to prompt you for input, and run it from within Dynamics 365.
Time and Expense Entries and their approvals are an important part of Dynamics 365 Project Service Automation. As the approval process in PSA is based on a single approver, we will leverage Flow to build more tiers for Time Entry approvals.
This blog post will introduce you to an idea that allows you to pull products from Opportunity Lines in D365 CE to your Field Service Work Order Services and Work Order Products with Flow. No code is needed to accomplish this!
Wouldn’t it be great if you could trigger a Microsoft Flow from within Microsoft Dynamics 365 CE?
I will show you a Flow that a user can run from within Dynamics 365.
The business scenario is that you want to be able to send a broadcast Text Messages (SMS) to Contacts on a Marketing List. We will use the 3rd party service Twilio and other existing standard connectors to execute this process.
This blog post focuses on extending Dynamics 365 for Field Service by using Flow and Project Service Automation. One frequent business requirement in FS implementations is Time Entries. While that functionality isn't included in FS, we can use Flow and PSA to extend FS to leverage Time Entries.
How do you take that document that a user sent you, get it into SharePoint or Teams with the proper metadata/properties?
The answer is this quick and easy Flow, which will allow you categorize and move attachments into Document Libraries and add identifying metadata as part of the process. Using the sweep rules in an email inbox, you can manage and sort the emails and attachments in one simple process, and also use sweep rules to clean up the emails as they get stale if you so desire. By using Sweep Rules in combination with folders in Outlook and Document Libraries in SharePoint or (/Office365 Groups or Microsoft Teams), you can be very specific as to how attachments can be sorted and labeled as part of this process.
Getting into planner for managing the work of your teams, but you are lost in the total overview! Centralize the planning of your teams by creating them in an automated way toward a plan that will contain all teams.
The only solution to date has been to write a plugin to update Child records when the Parent record is updated. Microsoft Flow comes to the rescue! Using the Common Data Service triggers and actions with a little bit of geeky expression writing thrown in, it now can be done and updated easily.
Flow triggers for a list are understandably limited due to the nature of column metadata, but there are tools that are already part of the inherent SharePoint list structure- the old trusty, reliable List Alert. Used in conjuction with Outlook inbox sweep rules, you can get very specific about how list metadata will trigger your Flow!
Do you have a folder in your Inbox that receives all of your automated emails from one of the important services that you regularly use? Well, I do too! I get to use an awesome tool to stay ahead of the game with Twitter because I manage the Microsoft Flow Twitter account! This tool sends me an email every time one of my scheduled Tweets goes live. I don't know if you follow the Flow Twitter page, but that's 5 or more Tweets daily that I am alerted about via automated emails! This is why they all get moved to their own folder automatically via an email rule in Outlook. See how I use Flow to stay alerted if one of those automated emails is trying to alert me that a Tweet hasn't posted!!
Are you trying to add governance and manage change in Office 365? Microsoft has been making headway on giving us the tools to get there like adding a custom administrator Microsoft 365 Message Center reader role and API's. Now the latest announcements will be more efforts in supporting email notifications and other Message Center preferences for customized admin roles. Learn how we can get there collectively together in SharePoint with Microsoft Flow.
I can tell you right away that if you're going to be working for Microsoft, you're going to be receiving a LOT of emails and you'd better have a way of keeping track of the really important ones to make sure that they are all being read and addressed properly. There are MANY ways to do this with Microsoft Flow. I'll show you how I make sure that I know every time my boss sends me an email.
In this article, I'll show you how I get my boss to approve groups of batched Tweets before I load them in our custom built automatic Batch Tweet Scheduler Machine to go live on our channel. This is a follow-up article from the how-to article that I wrote about the Batch Tweet Scheduler that uses Microsoft Flow and Google Sheets to Automate hours and hours worth of tedious work! Enjoy!
One of the more powerful aspects of Flow is that it can take various actions based on conditions. Using Forms inside of Teams, you can very easily set parameters around different actions that will be taken based on the responses people give on your Form.