Recently I worked on one project where I integrated the contacts and groups from SharePoint to Exchange Online. I want to share the approach that I followed to do this.
I used PowerShell scripts to create objects (Contacts and Groups) in Exchange Online. Initially, I thought of using Azure Functions with C#, but it’s not possible as there is no API exposed for Exchange Online. I used MS Flow to trigger my PowerShell scripts that I have developed in Runbooks (Azure Automation) on Create/Update of sharepoint list item. We have an action in Flow to create a job of a particular Runbook (Azure Automation –> Create job).
The reason to use MS Flow for this requirement is to develop an application with low-code which facilitates the customer to perform some basic changes without need of a developer.
In one of my previous blog I mentioned how to use on demand flow within MS CRM. But we have some limitations with that approach
we can’t apply Enable rules on the Flow button as it is OOB context menu which generates dynamically based on the number of flows.
we can’t restrict a call to Flow to check the conditions whether Flow needs to run or not, I mean we can’t apply our conditions before a request goes to Flow.
Step 1: Create a Flow with HTTP Request with proper “Request Body JSON schema” (use sample payload option to generate the schema)
Step 2: Add “Create a new record (Dynamics)” action to create a new Contact in CRM.
Step 3: Add a Response action at the end to send the response back to CRM and Save the Flow .
Step 5: Create a ribbon button in CRM and call the below function from the ribbon button.
with this approach you can add all your validations in the java script and call the Flow once the conditions met, this way we can reduce lot of unnecessary calls to Flow. We can pass whole record context to Flow if needed. Hope it is interesting 🙂
We all know that dialogs should be replaced with either BPF or Canvas App as dialogs were deprecated in Dynamics 365 CE, but what if we want a simple dialog which will accept some custom parameters and use those values to process the business logic? The best alternative for this scenario is MS Flows. We can create a Flow and call explicitly from “Flow” button on the CRM record. For this, we need to create a Flow with the trigger “Common Data Service –> When the record is selected”. Take an example to convert a lead to opportunity based on some parameters. The below is the Flow that I developed.
After the Flow creation, you can see this Flow from the Lead entity records like below.
The Flow will open the dialog like below with set of questions that we defined above once you click on “Qualify Lead” button.
Click on “Run Flow” button to execute the Flow
Your flow executed successfully and created an opportunity record.
With this, we can create simple dialogs very easily with out any extra efforts. Hope this will be useful for other developers.
Today we got a requirement to fetch all the records that are created in the last month by using MS Flow. We can do this by using “Dynamics 365 List records” action and we have to provide OData filter query for this action. I tried to use the same “last-month” operator that we use in the fetch xml. But this will not work for OData query. We need to use “LastMonth” function for this as defined in this link. The below are the examples to use these date functions.