jerry weinstock get dynamics 365 flowing using microsoft flow - crm innovation … ·...
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Get Dynamics 365 Flowing using Microsoft FlowJerry Weinstock
© 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!
© 2019 CRMInnovation LLC All Rights Reserved Slide 4
Jerry WeinstockBusiness Technology Strategist
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
© 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
© 2019 CRM Innovation LLC All Rights Reserved Slide 6
Design Pattern
© 2019 CRM Innovation LLC All Rights Reserved Slide 7
Images in Flow Emails
© 2019 CRM Innovation LLC All Rights Reserved Slide 8
Marketing App in a Minute (almost)
© 2019 CRM Innovation LLC All Rights Reserved Slide 9
Management Reportson the Fly
© 2019 CRM Innovation LLC All Rights Reserved Slide 10
No More Slides!
Whoo hoo!!!!!
Demo Time
© 2019 CRMInnovation LLC All Rights Reserved Slide 12
Jerry WeinstockBusiness Technology Strategist
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