Automate your Dynamics 365 admin tasks with Flow!
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This document discusses how to automate Dynamics 365 administration tasks using Microsoft Flow. It begins with an introduction of the speaker and agenda. The body explains the Flow connectors available for Dynamics 365, including triggers and actions. It provides examples of tasks that can be automated with Flow, such as updating currency exchange rates, creating account hierarchies from CoC data, and synchronizing user attributes between Dynamics 365 and Azure Active Directory. The document concludes with instructions for a demo and contact information for questions.
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Automate your Dynamics 365 admin tasks with Flow!
- 2. Automate your Dynamics 365 admin tasks with Flow! #D365Belgium Stefan Strube 17-11-2018 v1.0
- 3. Stefan Strube • Solution Architect @ Strukton (NL) • Co-founder Dutch CRM user group CEProNL • Co-founder Dutch PowerApps & Flow User Group • Blogger, speaker at community events 3Automate your Dynamics 365 admin tasks with Flow!
- 4. Agenda • Flow connectors for Dynamics 365 • Triggers • Actions • Admin tasks to automate with Flow • Demo time 4Automate your Dynamics 365 admin tasks with Flow!
- 5. Flow connectors for Dynamics 365 Flow Connector Triggers Actions Online On-prem Version Requires Dynamics 365 + + + planned 8.0 > Change tracking Common Data Service + + + 9.0.2 > Premium HTTP request received + + + 9.0 > Webhook HTTP + + 8.0 > S2S auth (AAD) HTTP with Azure AD - Invoke an HTTP request + + 8.0 > Premium; Data gateway 5Automate your Dynamics 365 admin tasks with Flow!
- 6. Admin tasks to automate with Flow • Update Currency Exchange Rates • Create Account hierarchy based on CoC data • Get User attributes in sync with Azure AD 6Automate your Dynamics 365 admin tasks with Flow!
- 7. Get User attributes in sync with AAD • Entity image • Manager • Middle Name • Department • Site • … 7Automate your Dynamics 365 admin tasks with Flow!
- 8. Account hierarchy 8Automate your Dynamics 365 admin tasks with Flow! CoC number 888888 Branch no 111111 Main Branch no 111111 Is Main Branch Yes CoC number 888888 Branch no 333333 Main Branch no 111111 Is Main Branch No CoC number 888888 Branch no 222222 Main Branch no 111111 Is Main Branch No
- 9. Questions ? • Twitter: @StefanS365 • Blog: https://2die4it.com 9Automate your Dynamics 365 admin tasks with Flow!