“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..


Author: Nishant Rana

I love working in and sharing everything about Microsoft.NET technology !

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

  1. 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

    Like

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