Since the online version after the December 2016 update for Dynamics 365 (online), Dynamics 365 has a new feature: Microsoft Flow Connector. This Feature has been further enhanced in V9.
What is Microsoft Flow?
官方说明：Microsoft Flow is a cloud-based service that makes it practical and simple for line-of-business users to build workflows that automate time-consuming business tasks and processes across applications and services.
It is not difficult to see that MF is used to customize Workflows, and can span multiple data sources and services.
1. Create a custom Flow
1. Log in to the Microsoft Flow site and click My flows -> Create from blank. MF provides many templates for general business processes, which can be used simply by filling in the necessary data information. Here we completely create a new Flow to operate on.
It can be seen that MF supports many Connectors, not only the products and services of MS itself, but also other popular third-party application services.
2. 选择Connector：Dynamics 365，Triggers选择“Dynamics 365 - When a record is created”
3. Select CRM Instance and Entity: Lead, then click New step -> Add an action
4. Configure Action: When Leads are newly created, create a new Task, and the Subject of the Task is the Topic of the Leads
5. Name the Flow. If you don't name it, it will be named according to the combination of Step names by default, then save it and enter the Flow view.
6. Test: Create a Leads in Dynamics 365 and fill in “This is a demo data for MyDemoFlowForLeads” in Topic
Task will also be automatically generated
7. View MF
First, you can see that there will be records in the Run History
Click to record, you can see the specific execution time of each step
Each Step will have more detailed Input/Output information, such as clicking on the first Step
This achieves a simple MF.
Due to MF's support for multiple Connectors, in reality, you can completely implement Flow with multiple Connector interactions, such as this:
2. Restrictions
Each Flow, whether it is a real execution or a test execution, is counted as a Run, and the number of Runs per month, whether it is a free version or a paid version, is limited.
