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Have you ever worked against a configured FNO, trying to integrate, and finding it a chore to get the schema?

What’s the internal field name for that?

You could figure it out from ERP, or you could just extract the entire schema using a simple Flow.

Make sure you login to flow.microsoft.com with an account that has access to your ERP instance.

Go to Create, and select Instant flow, as shown below:

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You can skip the following screen (select Skip on the bottom). Read the rest of this entry »

As I’ve mentioned in THIS earlier article, Microsoft Forms is now in public preview. And, I’ve also mentioned you can integrate it with your Dynamics 365 instance. But how, you might ask!

There is no direct “configuration” on the form itself to map to a Dynamics entity, since it’s not a data driven form. Yes, you’re probably thinking PowerApps right about now. Read the rest of this entry »

We’ve all seen the scenario, something happens in Dynamics, and a user must be notified. We’ve done it so far using emails, the brave ones have even done it with SMS by integrating with Twilio. SMS is not a protocol that confirms the receipt of the message (just FYI), and typically not under the umbrella of a Messaging Team to manage. But what if there was another way?

Welcome to Skype for Business notifications. Yes, we can send a message on Skype to a user when something of importance happens in Dynamics.

For this scenario I’m going to do a no-code approach, using Flow. We’ll discuss the challenges further down, but for now, let’s see how easy it is.
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As we’ve looked at CDS in these previous articles Creating your first Common Data Service (CDS) database and How to import .csv data into CDS, let’s bring it back home and see one way to bring data from your Dynamics 365 Customer Engagement into CDS. We’re looking at Flow now.

We can use Flow for both importing and exporting data with CDS. In addition, we can use it for both standard and custom entities. As for sources, the list of connectors is continuously growing. What does that mean? We can actually synchronize data between various application using CDS.

Note that, while we’re doing this, we’re following a typical scheduled ETL flow. This is not a synchronization service. One of the biggest differences is the fact that no deletes are supported. We can create records, update records, but have no ability to capture delete.

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