Dynamics 365

New Record in “Job Planning Line” to Sharepoint Online Tasks – Microsoft Flow Demo


New Record in “Job Planning Line” to Sharepoint Online Tasks – Microsoft Flow Demo

A few days ago, at a local event, we had a brief presentation with Microsoft on some possible integration scenarios between Microsoft Flow and Dynamics 365 (Dynamics 365 BE and NAV 2017 in this case). The tool is very interesting and we are offering it to our customers (and not just for Microsoft products integration..); below some simple examples of integrations.

Updated Documentation: New “Power” Communities

Welcome to the Power Users Community

https://powerusers.microsoft.com/

Welcome to the Microsoft Flow Community

https://powerusers.microsoft.com/t5/Microsoft-Flow-Community/ct-p/FlowCommunity

FLOW TEMPLATES AVAILABLE IN GALLERY

Some templates are currently available relating to the integration of Flow with Dynamics 365 and NAV 2017; below i illustrate one that looks interesting.

Templates Link

https://flow.microsoft.com/it-it/search/?q=Dynamics+365+For+Financials&category=&sort=properties%2Fstatistics%2Finstantiations

Template “Low stock warning” (By Suvidha BS)

Nice demo with these topics: Dynamics 365 Read Data + Do Loop + Outlook email + Dynamics 365 Update Data

 

My Microsoft Flow Dynamics 365 BE Demo Template: “New Record in “Job Planning Line” to Sharepoint Online Tasks”

This sample will be soon available on Microsoft Template Directory.

Scope of this demo: EXPORT JOB PLANNING LINE (WS) to SHAREPOINT ONLINE TASKS

STEPS:

1) Read new “Planning Lines” from Dynamics 365 (ALL: budget and billable records in this scenario)

2) Insert New “Planning Lines” AS “Sharepoint Tasks” in Sharepoint Online

INVOLVED OBJECTS

WS NAME: “Job_Planning_Lines” > standard Dynamics 365 page exposed on WS

Link: https://msp882270.financials.dynamics.com:7048/MS/OData/Company(‘CRONUS%20US’)/Job_Planning_Lines

ON DYNAMICS 365

JOB PLANNING LINES PAGE: Insert new record in Job Planning Lines Page

ON MICROSOFT FLOW

DEFINE TWO CONNECTIONS

Ø You need to define two connections: 1 to Dynamics 365 For Financials, 1 to Sharepoint Online

FLOW STRUCTURE

Ø When a record is created (in Dynamics 365)

Ø Create Item (In Sharepoint)

SAMPLE OF CONNECTION

Create Item Action:

CREATE TASK ON SHAREPOINT

FLOW TEST RUNNING

RESULTS: TASKS ARE VISIBLE ON SHAREPOINT ONLINE “TASK SECTION”

My old post about Microsoft Flow

NAV 2017 and “Microsoft Flow” integration: “Business Notification Manager” reinvented in Cloud

https://robertostefanettinavblog.com/2016/10/29/microsoft-flow-and-nav-2017-integration-business-notification-manager-reinvented-in-cloud/

“Microsoft Flow” Preview – “Work less, do more with Microsoft Flow”

https://robertostefanettinavblog.com/2016/04/29/microsoft-flow-preview/

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