Dynamics 365

Microsoft vision is to move towards connected applications. Common Data Model(CDM) is integral part of this vision enabling various applications to sync data to CDM. Microsoft Dynamics 365 and Microsoft Flow and Outlook applications use CDM to communicate. We also have many other connectors available from Microsoft. Multi-Stage Approval Process: Scenario: We will have various scenarios where we need to have multilevel approvals to process requests. For example, we might have a situation where a warranty claim case requires approvals based on the claim amount. We will now look at the how to send multi stage approval requests for events in Dynamics 365 through Flow to Outlook. Pre-Requisites: Office 365 account, Dynamics 365 App Flow URL: https://us.flow.microsoft.com     Let’s assume a Case created in Dynamics 365 requires multilevel approvals. We can use Microsoft Flow to send an email for approval and once approved or rejected, we se...

Microsoft vision is to move towards connected applications. Common Data Model(CDM) is integral part of this vision enabling various applications to sync data to CDM. Microsoft Dynamics 365 and Microsoft Flow and Outlook applications use CDM to communicate. We also have many other connectors available from Microsoft. We will now look at the how to send approval requests for events in Dynamics 365 through Flow to Outlook. Pre-Requisites: Office 365 account, Dynamics 365 App    Let’s assume a Quote created in Dynamics 365 requires client approval to create an Order. We can use Microsoft Flow to send an email to the client for approval and once approved or rejected, we send an email to the Sales rep on the approval status to follow the next steps of order creation. Below is a sample quote created in dynamics 365. Now let’s see the below steps on how Flow can be used to send email to the client for approval. 1.       Cr...