Hi everyone we are back again with one more new Microsoft Technology that is Microsoft Flow.
Microsoft Flow lets you create automated workflows between your favorite apps and services to get notifications synchronize files, collect data, and much more.
Now we will make a flow that will send us an email notification when customer credit limit is raised above 100,000 in Dynamics365 for Financials.
To setup this flow first you have to sign in to Dynamics365 account and get the trail version of Dynamics365 for Financial Business edition, after you had done with this, Go to the USER CARD page as shown in the screenshot and from there copy the User Name and Web Service Access Key as you will need it while creating a flow. If the Web Service Access key is not already generated, you can generate one in the same page.
For tracking customers credit limit which is present on Customer Card page you need to bind it with Microsoft flow for that you will need ODATA URL of Customer Card page for that go to the Web Service page and make sure that Customer Card page is published there if not then you have to do that manually by creating it yourself with the NEW option present on the top left of the Web Service page, after publishing Customer Card page you need to copy OData V4 URL or ODATA URL but I prefer you ODATA V4 URL as it provide JSON format for any page in Dynamics365 for Financials.
Now move on to Microsoft Flow and click on the My Flow tab, create a new flow then search for Dynmics365 for Financials connector, select it then two tabs will appear one is for Trigger and the other one is for Actions in our case we will select trigger called (Dynamics 365 for Financials- When a record is modified) then provide the User Name, Web Service Access key, Company, ODATA V4 URL of Customer Card page that you had copied from Dynamcis365 for Financials as shown in the screenshot below:
Now in Dynamics365 for Financials pane the table field will load with the names of all tables available in Dynmics365 for Financials Web Service page, in our case we will select table named Customer that we had given while we had published Customer Card page. Next Click on New Step -> Add a condition that if customer credit limit is greater than 100,000. For it under condition step select Object Name as Credit_Limit_lCY, In the relationship select “is greater than” and finally enter 100,000 in the value field. Dynamic content populate with the field names of all tables published on the Web Service page of Dynamics365 for Financials.
Next step is to specify what needs to happen when the condition is met or otherwise.
In our case, when the condition is met we want an email to be triggered to the customer or any other specific email address. Under IF YES option, click on Add an Action and select Outlook.com – Send an email
If you are already sign in on outlook then you will get to know that you are connected if no then you have to sign in to outlook with your credentials, Specify a relevant Subject and Body for the email. You can choose to write the content and also add fields from your web services (using Add dynamic content option) where required as shown below, you could also enter multiple email addresses in the To field.
Click on Create Flow –> Done to complete the flow creation.
After that switch to Dynamics365 for Financials and then open the Customer page and select any customer there and edit Credit Limit field with value 110480 as shown below and close the Customer Card page.
As flow that you had created on Microsoft flow is running in the background and by changing the credit limit you had triggered the flow. As soon as the flow will complete you will get the mail on the same email address that you had enter in the To field of outlook connector.
You can see the triggered mail that I had received in the screenshot below:
Thanks for reading the blog, we will be back again with a new technical & informative topic.