Microsoft Flow
Power Automate – Not Just for Nerds

  If you’re not familiar with it, Microsoft Power Automate (formerly Flow) is a simple, powerful tool for creating automated workflows between apps and services, creating notifications, synchronizing files, building lists, creating Dynamics 365 records and more. I’m guessing 90% of the people that create flows are system admins, developers,...

Create and Update Dynamics 365 Child Records with Microsoft Flow

A client in the construction industry wanted to automatically create a new Project record in Dynamics 365 Customer Engagement when a project Quote was approved. They also wanted the custom Project record to inclde Products from the Quote, and put a lookup on the Products tied to the quote. Microsoft...

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