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Flows from the field: Recurring jobs in Microsoft Dynamics 365; Swapping dialogs; Opportunity forms; Document generation; Rich text editing

by Eamon McCarthy Earls
Assistant Editor, MSDynamicsWorld.com

In our latest Microsoft Flow roundup we look at recurring jobs in Dynamics 365, swapping out dialogs, opportunity forms, document generation, rich text editing, and more.

Want to see your flow featured in a future edition of this series? Contact me with your example.

Recurring jobs in Dynamics 365 with Flow

Recurring jobs in Dynamics 365 for Customer Engagement can be executed in a variety of different ways. Yaniv Arditi, writing in the Dynamics 365 Community, looked beyond options like Azure Scheduler or the Dynamics Workflow Timeout step to explore what Flow can do. Unlike Azure Functions, no coding is needed to use Flow as a scheduling mechanism thanks to an existing integration with D365.

Arditi gave an overview of how to create the action component, disqualify the lead workflow and define target business records.

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About Eamon McCarthy Earls

As the assistant editor at MSDynamicsWorld.com, Eamon helps to oversee editorial content on the site and supports site management and strategy. He can be reached at eearls@msdynamicsworld.com.

Before joining MSDynamicsWorld.com, Eamon was editor for SearchNetworking.com at TechTarget, where he covered networking technology, IoT, and cybersecurity. He is also the author of multiple books and previously contributed to publications such as the Boston Globe, Milford Daily News, and DefenceWeb.

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