Automate your Dynamics 365 admin tasks with Flow!

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Stefan Strube

Slides of session at Dynamics 365 Saturday Belgium 2018

Software

Automate your
Dynamics 365
admin tasks
with Flow!
#D365Belgium
Stefan Strube
17-11-2018 v1.0

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!

Agenda
• Flow connectors for Dynamics 365
• Triggers
• Actions
• Admin tasks to automate with Flow
• Demo time
4Automate your Dynamics 365 admin tasks with Flow!

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!

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!

Get User attributes in sync with AAD
• Entity image
• Manager
• Middle Name
• Department
• Site
• …
7Automate your Dynamics 365 admin tasks with Flow!

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

Questions ?
• Twitter: @StefanS365
• Blog: https://2die4it.com
9Automate your Dynamics 365 admin tasks with Flow!

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