Microsoft FlowExtending Dynamics 365 more than you ever imagined

J E R RY W E I N STOC K , C R M M V P

B U S I N ES S T EC H N OLOGY ST R AT EG I ST

C R M I N N OVAT I O N L LC 9 1 3 . 4 9 2 .27 64

C R M I N N OVAT I O N .COM/ B LO G @ C R M I N N OVAT I ON

J E R RY @ C R MI N N OVAT I ON .COM

• Learn how to use Flow to connect Dynamics 365 to social media• See a real business application in action that you can apply to your organization today• Watch a CRM user update the status of a CRM record without logging into CRM• Understand how Flow fits into your use of the Dynamics 365 workflow engine• Get introduced to Flow licensing and pricing• Security issues with Microsoft Flow

Webinar Objectives

Try Flow out by this time tomorrow

Jerry Weinstock

See Your Name In Lights Send a tweet now:

Watching Jerry Weinstock present Microsoft Flow and Dynamics 365 with #msdynamicsworld#Dynamics365 #msdyncrm

What is Microsoft Flow

How do you get it?• http://flow.microsoft.com• Trial• Office 365

What do you get when you go there?• 400+ Templates• 90+ Services• Premium

• Salesforce• Chatter• DB2• DocuSign• Easy Redmine• Freshdesk• GoToMeeting• GoToTraining• GoToWebinar• Harvest• Common Data Service• Survey Monkey

Microsoft FlowSome of the 90+ Services

Flow will make dinosaurs out of ?• Coders that know the CRM API• Third party data migration & integration tools

• KingswaySoft• Scribe• CozyRoc

• ISV Solutions that integrate CRM with other Apps• CRM Workflow• SharePoint Workflow

Where does it run?

• Desktop Windows OS• Devices (apps)

• iOS• Android• Windows (coming)

Building Blocks

Services are sources and destinations of data in a flow.

Triggers are events that start a flow.

Actions are tasks accomplished by the flow.

Conditions allow for branching if/then logic in a flow.

Loops are for iterating actions more than once.

Microsoft FlowOn Premise SQL Connector

Pricing

Plan Features

Security – Oh CRUD!

Data Loss Prevention Policy

Data Loss Prevention – Next Step Admins!

If you don’t allow Export to Excel

Or

If you don’t allow Imports by just anyone

Or

You have any Pii

Then you need a DLP Policy Today for Flow

1. Go To https://admin.flow.microsoft.com/environments2. Sign in with your Admin Account3. Then Bing this search phrase and start reading up flow Data loss prevention policies

Live Demo

• Twitter to CRM• Trigger – specified hash tag filter• Action – Create CRM Twitter Feed Record

• Personal Time Off Approval• Trigger – PTO record is created in CRM• Action – Send Email• Condition – Approved – yes/no• Action – Update CRM Record and send email

Next Steps

• http://flow.microsoft.com• Create a Flow Account• Give this template a go

Questions

Jerry Weinstock, CRM MVP

Business Technology Strategist

CRM Innovation LLC 913.492.2764 x1

CRMInnovation.com/blog @crminnovation

jerry@crminnovation.com