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Get Dynamics 365 Flowing using Microsoft Flow Jerry Weinstock

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Page 1: Jerry Weinstock Get Dynamics 365 Flowing using Microsoft Flow - CRM Innovation … · 2020-03-24 · © 2019 CRM Innovation LLC All Rights Reserved Slide 5 What You will See Next

Get Dynamics 365 Flowing using Microsoft FlowJerry Weinstock

Page 2: Jerry Weinstock Get Dynamics 365 Flowing using Microsoft Flow - CRM Innovation … · 2020-03-24 · © 2019 CRM Innovation LLC All Rights Reserved Slide 5 What You will See Next
Page 3: Jerry Weinstock Get Dynamics 365 Flowing using Microsoft Flow - CRM Innovation … · 2020-03-24 · © 2019 CRM Innovation LLC All Rights Reserved Slide 5 What You will See Next

© 2019 CRM Innovation LLC All Rights Reserved Slide 3

Microsoft Flow

Get Dynamics 365 Flowing using Microsoft Flow

I am here because I heard about Flow• Need to know how to use it• How do I get started• I tried to build some Flows but they didn’t workSession Deliverables• Best Flow function for CRM• Building Flows – what they look like• Quick wins with Flow

Not!

Page 4: Jerry Weinstock Get Dynamics 365 Flowing using Microsoft Flow - CRM Innovation … · 2020-03-24 · © 2019 CRM Innovation LLC All Rights Reserved Slide 5 What You will See Next

© 2019 CRMInnovation LLC All Rights Reserved Slide 4

Jerry WeinstockBusiness Technology Strategist

[email protected]

linkedin.com/in/jerryweinstock/ (reference D365 Sat.)

CRMInnovation.com/blog

@crminnovation

Business Applications MVP – 8x

CRM Innovation – 100% Dynamics 365 focused

• Consulting and Implementation

• ISV Solutions for

• Event Management

• Email Marketing

• Advanced Internet Lead Capture

Page 5: Jerry Weinstock Get Dynamics 365 Flowing using Microsoft Flow - CRM Innovation … · 2020-03-24 · © 2019 CRM Innovation LLC All Rights Reserved Slide 5 What You will See Next

© 2019 CRM Innovation LLC All Rights Reserved Slide 5

What You will See Next

•Big Treat for Functional Consultants• Images in Flow Emails•App in a minute (almost)•Dialog like experience

Page 6: Jerry Weinstock Get Dynamics 365 Flowing using Microsoft Flow - CRM Innovation … · 2020-03-24 · © 2019 CRM Innovation LLC All Rights Reserved Slide 5 What You will See Next

© 2019 CRM Innovation LLC All Rights Reserved Slide 6

Design Pattern

Page 7: Jerry Weinstock Get Dynamics 365 Flowing using Microsoft Flow - CRM Innovation … · 2020-03-24 · © 2019 CRM Innovation LLC All Rights Reserved Slide 5 What You will See Next

© 2019 CRM Innovation LLC All Rights Reserved Slide 7

Images in Flow Emails

Page 8: Jerry Weinstock Get Dynamics 365 Flowing using Microsoft Flow - CRM Innovation … · 2020-03-24 · © 2019 CRM Innovation LLC All Rights Reserved Slide 5 What You will See Next

© 2019 CRM Innovation LLC All Rights Reserved Slide 8

Marketing App in a Minute (almost)

Page 9: Jerry Weinstock Get Dynamics 365 Flowing using Microsoft Flow - CRM Innovation … · 2020-03-24 · © 2019 CRM Innovation LLC All Rights Reserved Slide 5 What You will See Next

© 2019 CRM Innovation LLC All Rights Reserved Slide 9

Management Reportson the Fly

Page 10: Jerry Weinstock Get Dynamics 365 Flowing using Microsoft Flow - CRM Innovation … · 2020-03-24 · © 2019 CRM Innovation LLC All Rights Reserved Slide 5 What You will See Next

© 2019 CRM Innovation LLC All Rights Reserved Slide 10

No More Slides!

Whoo hoo!!!!!

Demo Time

Page 11: Jerry Weinstock Get Dynamics 365 Flowing using Microsoft Flow - CRM Innovation … · 2020-03-24 · © 2019 CRM Innovation LLC All Rights Reserved Slide 5 What You will See Next
Page 12: Jerry Weinstock Get Dynamics 365 Flowing using Microsoft Flow - CRM Innovation … · 2020-03-24 · © 2019 CRM Innovation LLC All Rights Reserved Slide 5 What You will See Next

© 2019 CRMInnovation LLC All Rights Reserved Slide 12

Jerry WeinstockBusiness Technology Strategist

[email protected]

linkedin.com/in/jerryweinstock/ (reference D365 Sat.)

CRMInnovation.com/blog

@crminnovation

Business Applications MVP – 8x

CRM Innovation – 100% Dynamics 365 focused

• Consulting and Implementation

• ISV Solutions for

• Event Management

• Email Marketing

• Advanced Internet Lead Capture