Auto Backup Dynamics 365 Solution using Flow & Dropbox

Monday, December 24, 2018

Harnessing the scaffold suggested in my last post, I would like to suggest a simple way to automatically backup Dynamics 365 solution with Flow/Logic Apps. The following Flow will allow you to copy Dynamics 365 solution file into Dropbox account on schedule for backup or any other purpose.You can download the scaffold Flow solution here and import into your Flow environment. Then, update the necessary details according to the following walkthrough. The last Dropbox related Action is not included, you’ll add it yourself. Prerequisites Access to Microsoft Dynamics 365 online instance and Flow environment Register...
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Executing Web API Calls from Flow/Logic Apps

Thursday, November 22, 2018

While writing my previous post regarding Flow as a scheduling mechanism,  I stumbled across this post demonstrating how to execute Web API calls from Flow. Why would you want to execute Web API calls from Flow/Logic Apps?While Microsoft Flow/Logic Apps support basic Dynamics 365 operations, there are many missing functions that can simplify common integration scenarios between these platforms: executing Custom Actions, triggering Processes, handling metadata and issuing complex queries. Some of these problems can be worked around using the Command Pattern, but using the Web API from within Flow/Logic Apps provides a simple and powerful integration mechanism.   ...
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Execute a Recurring Job in Microsoft Dynamics 365 with Flow

Sunday, November 11, 2018

I have written about executing recurring jobs in Dynamics 365 few times in the past. Over time, I suggested different scheduling mechanisms such as Microsoft Dynamics Workflow Timeout step or Azure Scheduler, as the pattern I suggested allows changing the scheduling mechanism without impacting other solution parts. Flow can be also used as a scheduling mechanism, one that does not require coding like Azure Function,  as it has a built in integration with Microsoft Dynamics 365 Online. Once invoked on schedule, the executing component query Dynamics 365 for target business records and apply some business logic (Process) to each business record. In...

Microsoft Dynamics 365 – Send SMS using Flow

Tuesday, May 2, 2017

Looking at the list of traditional CRM activities I always miss the SMS, being a common and effective type of communication between organizations and customers. Sending SMS triggered by Microsoft Dynamics 365 events (e.g. Case created) used to be a developer’s task. You had to write Plugin or Custom Workflow Activity code to access the SMS provider web service and maintain it as endpoints sometime change. With Flow you can integrate applications in a declarative manner so an event in one application will trigger an action in another application along with custom conditional logic and even wait...
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