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Creating New Customer Notifications for Dynamics 365 for Operations using Flow and the Common Data Service

Posted by Author, Curator, Visually Impared Squirrel Literacy Advocate & Technical Solution Professional (TSP) at Microsoft on

There are times where you want to create alerts or notifications triggered off the data within Dynamics 365 for Operations. There are a number of different ways that you can do this, but one of the simplest ways to do this is through Flow which allows you to create simple integration points that trigger other events that you may want to chain off the data. All of this can be done without even having to resort to a single line of code, and also without touching the base Dynamics 365 for Operations functionality.

In this walkthrough we will show an example of how you can take advantage of Flow to create a simple email alert that is triggered off the creation of a new customer within the system.

Topics Covered

  • Create a new Entity within the Common Data Service
  • Creating a Flow to Add Operations Customers to the Customer Accounts Entity
  • Submitting the Flow to the Template Gallery
  • Viewing the Customer Accounts Entity Data
  • Creating an Email Notification Flow triggered on New Customers Being Added
  • Seeing it in Action

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Updating Contact Details through Excel

Posted by JT Cutter on

Recently I came across a problem where I realized that all of the e-mail addresses within my system were incorrect. The default email addresses that come with the demo environment are @contoso.com, and my demo tenant has the domain name of @contosoeastfoxtrot.onmicrosoft.com. I wanted to change them all so that when I try to skype …

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Learn how to Create a new Dynamics 365 for Operations Training Environment through Lifecycle Services

Posted by JT Cutter on

As we have started to upgrade all of the Bare Cones Configuration Guide series to Dynamics 365 for Operations, we forgot that you all might want to know how to deploy out a new training environment through Lifecycle Service so that you can start this new journey of learning as well. So as a result …

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Configuring the General Ledger Controls Guide is available for Dynamics 365 for Operations

Posted by Author, Curator, Visually Impared Squirrel Literacy Advocate & Dynamics AX Technical Solution Professional (TSP) at Microsoft on

This week we have started working on our next project for the Bare Cones Configuration Guide series, which has been to start uplifting the Configuring the General Ledger guide from the Dynamics AX 2012 version to the Dynamics 365 for Operations release. Rather than wait to finish all of the 8 chapters before releasing out …

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Using the Excel Workbook Designer to Create Data Import Templates

Posted by Author, Curator, Visually Impared Squirrel Literacy Advocate & Dynamics AX Technical Solution Professional (TSP) at Microsoft on

In the past importing data into Microsoft Dynamics has been a little bit of work. The Data Management tools within Dynamics 365 for Operations makes it a little easier to package data up into data sets. But if we want an easier way to import in data then there is a second option which is …

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