Dynamics 365 Microsoft Flow; Microsoft Flow is a powerful automation tool that allows users to automate repetitive tasks and processes within Dynamics 365. One of the most common tasks that can be automated using Flow is the retrieval of Dynamics 365 contacts using an email address. In this article, we will show you how to use Microsoft Flow to fetch contact information from Dynamics 365 using email.
Here Are the Main Steps of Dynamics 365 Microsoft Flow
The first step in retrieving Dynamics 365 contacts using email in Microsoft Flow is to create a new flow. To do this, log in to the Microsoft Flow website, and select the “Create from blank” option. Next, you will need to choose a trigger for your flow. In this example, we will use the “When a new email arrives” trigger.
Once you have selected the trigger, you will need to configure it to match the criteria for the emails you want to retrieve contact information for. For example, you may want to retrieve contact information only for emails that come from a specific email address or that contain a specific word in the subject line.
Once you have configured the trigger, you will need to add an action to your flow. In this case, the action will be to retrieve contact information from Dynamics 365 using the email address provided in the email. To do this, you will need to use the “List records” action and specify the Dynamics 365 entity you want to retrieve information from (e.g. Contacts).
Next, you will need to specify the email address of the contact you want to retrieve information for. This can be done by using the “From” field of the email and applying the “Extract” function to it. Once you have the email address, you can use it to filter the results of the “List records” action, so that only the contact with the specified email address is returned.
Finally, you can add an action to output the contact information, for example, sending an email to yourself with the contact details.
In conclusion, Microsoft Flow makes it easy to retrieve Dynamics 365 contacts using email. By following the steps outlined in this article, you can automate this process and save time and effort. Remember to include the keyword “Dynamics 365 Microsoft Flow” throughout the article to improve its visibility in search engine results.