As promised, I am coming up with a new series #TGIF. It took some time to decide upon a name. I will be releasing episodes every friday starting 8th November 2019. Today is just the teaser and my thoughts.
In this series we will be covering everything flow mainly the following:
Working with Flow
Most common queries/filters
No code only
When and how
Business use cases
All about flow and everything about flow except coding
In this video, i am showing ‘How to send an email with information from Opportunity Close form, using MS Flows?’. This flow will also help you to update opportunities from opportunity close form, it’s the same concept.
Many of you might know that using the native workflow functionality of Dynamics 365 you can’t achieve this; as ‘opportunity close’ is not in the entity list of workflows. Opportunity close is a type of activity and ‘Activities’ are also not available in the workflow entity list except for a few common one’s like calls, email, tasks, appointments etc.
Doesn’t matter, does it?
With Microsoft Flows you can achieve this and you can do things like:
Send an email on opportunity close
Send an email on opportunity close with information from opportunity close form
Update an opportunity from opportunity close form
We used to do all this with a plugin earlier and now its so easy.