Flows from the field: Email Microsoft Dynamics 365 reports; Excel integration; Business processes; LUIS
A business process flow in a model-driven app, based on Microsoft Flow and CDS for Apps. (Source)
Experts from Microsoft and the partner channel continue to explore the expanding possibilities for using Flow to solve business challenges. In this Flow roundup, we look at new capabilities and use cases including automated CRM reporting, generating Dynamics 365 records from Excel files in cloud storage, new Excel integration, business process flows with CDS for Apps, and advanced language analysis.
Contact me if you think your interesting Flow related to Dynamics could use a mention in a future round up!
Emailing CRM reports on a specified schedule
Commonly, customers want to email CRM reports on a specific schedule, such as leads created or neglected cases. In the on-premises days, the email delivery function in SQL Server Reporting Services effectively enabled this.
Flow can be used to replace these duties, as Sahan Wijayasekera explains in a video. Sahan demonstrates the example of sending out a report on all open opportunities not updated in the past 30 days. The first step is the trigger-how often Flow should update, whether daily, weekly or monthly. In Flow, Wijayasekera arranged a monthly recurrence and set the interval to 30 days. Records are extracted from ...
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