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..
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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