Sales Automation with Microsoft Dynamics 365 and Flow in 10 minutes …
During the Holidays I visited a Friend who generates every Day up to 10-12 Leads through a website. 5 to 6 times a year he generates more than 20 Leads a day. Until today he manually copied First-, Last Name and e-mail Address from a Microsoft Dynamics CRM Leads List which is automatically fed by the web site. He copied some Email Content as well and prepared the email to send it to every single Lead. This took him every day up to one hour of his valuable time he could spent for other work. Now its fully automated and needs zero time.
That is the quick and dirty overview of the automated Business Process:
Since I not have access to the flow anymore and I was in hurry as well, I could not rename the single objects or create better screenshots, but I still want to show you how quick and easy it is.
- The Solution detects new Leads in Microsoft CRM every 15 minutes
- Sends them an email with dynamic content
- Creates a new CRM Contact based on the Lead
- Creates a new CRM Account
- Assigns the Contact as primary Contact to the Account
We talked about Microsoft Dynamics 365 and Microsoft Flow and it turned out that we were in the position to automate the whole process in 10 Minutes. Of course, this could be further optimized and made more “secure” and reliable. This would need to be frank another hour. But this is not the intention of the current post. It should just show you how quick and easy it is to create an Automated Business Process with zero coding. My friend has now one hour more productive time every day.
1.) Trigger an event to run at regular, customized time intervals
2.) This operation gets records for an entity (with option sets exposed as strings)
We have he are connection to our Microsoft Dynamics 365 CRM, we choose the Entity “Leads”. Since we are only interested in “New” Leads, we set a filter:
- statuscode eq 1 ( = new records only)
we can set a sort order (Order by) based on record creation date of the list as well:
- createdon desc
3.) Apply to each: Executes a block of actions to apply to each item in the input array
The System checks for each row or record in the list if the condition matches.
Condition: Identifies which block of actions to execute based on the evaluation of condition input. In our case – again – we are only interested in “New” records. “Status Label Reason” is equal to “New”
4.) Condition matched to “yes”
In case the Status Reason Label Code equals to 1 (=new record), we send a personalized email to the lead. In the “To” field we put dynamic content, it’s the email field from Microsoft Dynamics CRM Leads List we got before.
We also use the “First Name” to personalize the “Addressing of the email”
5.) Send Email
6.) Update the Leads List in CRM
After we sent the email successfully, we mark the records in CRM with “Contacted” instead of “New”.
7.) We create a new Contact in CRM based on the Leads List. Some Attributes like Address or Job Title are filled by dynamic content.
8.) We create a new Account in CRM based on the Leads list. Some Attributes like Address or Job Title are filled by dynamic content.
9.) We assign the Contact as a primary Contact to the newly Account
Of course, this could be further optimized and made more “secure” and reliable. This would need to be frank another hour. But this is not the intention of the current post.
It should just show you how quick and easy it is to create an Automated Business Process with zero coding. My friend has now one hour more productive time every day. For more productivity Solutions check out this post.
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