“Create Dynamics Leads based on Tweets” using Microsoft Flow in CRM 2016

Microsoft Flow is a workflow management tool, using which we can create automated workflows between various services and apps.

With Dynamics CRM Online common scenarios could be

Create Dynamics CRM Leads from an Excel table.
When an opportunity is created post to Yammer.
Copy new Dynamic CRM Account to Common Data Model etc.

https://flow.microsoft.com/en-us/

https://flow.microsoft.com/en-us/services/shared_dynamicscrmonline/dynamics-crm-online/

Below are some of the templates available for CRM Online

Let us take a Template that creates Leads based on Tweets

Connect to both the services

Configure it, for e.g. search for #msdyn365, get the Tweeter User Name and create the lead record. Map topic in lead with tweet text.

Check the status of the flow.

Leads created in CRM

Hope it helps..

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Author: Nishant Rana

I love working in and sharing everything about Microsoft.NET technology ! View all posts by Nishant Rana

One thought on ““Create Dynamics Leads based on Tweets” using Microsoft Flow in CRM 2016”

Hi Nishant,

I followed the above steps and i am able to create leads when where a new tweet comes and matches my search text.
But my question is how a sales person will contact that lead as tweeter doesn’t provide contact number or Email of that person who made tweet.

Please provide some input on this.

Thanks,
Shahbaaz

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Please share your thoughts Cancel reply

Shahbaaz says:

February 22, 2018 at 3:10 PM

Hi Nishant,

I followed the above steps and i am able to create leads when where a new tweet comes and matches my search text.
But my question is how a sales person will contact that lead as tweeter doesn’t provide contact number or Email of that person who made tweet.

Please provide some input on this.

Thanks,
Shahbaaz

LikeLike