Dynamics CRM Connector
Let’s look at an example of a Dynamics CRM Connector which has 3 Triggers and 5 Actions.
– this monitors your CRM for specified events, such as when a record is created/deleted/updated. You just have to associate these with the way you use your CRM. For example, when a new customer is added, you know a new record gets created. So if you want the adding of a new customer to trigger an Action (see below), you select “When a record is created” to be the CRM Trigger. Or in the scenario of a customer case being resolved, you’d select “When a record is updated” to be the Trigger. In this instance, the instruction will also need to be modified with an IF condition to limit the Trigger to resolved cases only.
– this is a change to be made in the Dynamics CRM, such as create/delete/update/filter/retrieve one or more records.
In the following example, we’re using the scenario of a customer case being resolved.
The Flow begins with setting a Trigger to look for case entities which have been updated. This sets off an Action to read specific details of any relevant entities. These details (email address, name, reasons for contact...etc) can be used further on in the Flow.