Creating a Custom Flow for Virtual Agent Experiences – crmcat

This blog post is an extension of the Getting Started with Virtual Agents, so if you’d like the background or know how to get started before you read this, check out that post first! Custom Flows in the Virtual Agent Experience need to meet some specific requirements to display, because VA’s don’t just allow any old Flow to be used. I’ve listed them below. Flows MUST be in a… Continue Reading admin’s Article on their...

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Getting Started with Virtual Agents in Dynamics 365 – crmcat

Being able to talk to a live chat agent is a popular website feature, especially in the Retail industry where staff are on hand to be able to manage and solve customer queries so they can get back to buying products. This became a popular service-oriented capability and more industries are adopting this feature, but one step further. Being able to embed bot technology before a real person… Continue Reading admin’s Article...

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Create Custom Insight Cards using Microsoft Flow – crmcat

Relationship Insights, as part of Dynamics 365, has been a great feature, often used (and sold) as part of the Sales Application to be able to remind users that there are important deadlines or meetings coming up. In recent releases, the feature has now been made available to customise as part of public preview, allowing us to create custom insight cards to display to users (and teams)… Continue Reading admin’s Article on...

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Setting Reminders and Notifications on a Schedule within Dynamics 365 CE using Microsoft Flow – crmcat
Oct31

Setting Reminders and Notifications on a Schedule within Dynamics 365 CE using Microsoft Flow – crmcat

Scheduling a record was not something achieved without some thought using workflows in Dynamics 365 CE. Mostly the ‘Bulk Delete’ trick was used where scheduled Bulk Delete of records (normally to remove legacy data) would act as the trigger for your custom workflow, effectively creating a scheduling system. Still, this doesn’t feel exactly clean and this functionality was not… Continue Reading admin’s Article on their...

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Create a Customer Sentiment Solution in Dynamics 365 CE using Azure Cognitive Services – crmcat
Oct22

Create a Customer Sentiment Solution in Dynamics 365 CE using Azure Cognitive Services – crmcat

Having a business system that gives actionable insights is important, allowing staff to be able to take information and turn it into useful knowledge relevant to their goals and mission within the business. This mission often involves interacting with customers. In an era of self-service, it’s not all the time the interactions are outbound, and customer interactions can come through via… Continue Reading admin’s Article on...

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How to build a single HTTP request from data within a collection in Microsoft Flow – crmcat

A challenge in Microsoft Flow is to obtain specific data from a collection of objects (Like Dynamics 365 records) and use some data from those records within a single HTTP request. Why not make multiple HTTP requests within the ‘Apply Each’ loop I hear you ask? Well my friend, because there could be 100 records or more, that’s 100 hits to an endpoint which is really unnecessary,… Continue Reading admin’s Article on their...

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Iterate over child entities in Dynamics 365 using Microsoft Flow – crmcat

One of the weaknesses of traditional workflows within Dynamics 365 is their inability to natively iterate over child records. Great news! Microsoft Flow allows you to be able to iterate over child records and pass in query string parameters allowing you to limit the returned collection. It achieves this using OData syntax. Trust me though, even if you have never used OData syntax before,… Continue Reading admin’s Article...

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Creating HTTP requests to Dynamics 365 using Microsoft Flow – crmcat

It is absolutely amazing how many things Microsoft Flow can do. One of the most useful actions I have come across is making HTTP requests that integrate with Dynamics 365. Using Flow to make HTTP requests to external services allows for you to create loosely coupled integrations very easily. Once the solution feature is released in October 2018, it will also be easy to maintain. This post… Continue Reading admin’s Article...

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CRMUG Summit EMEA 2019 – 27th – 29th March – Amsterdam

CRMUG Summit EMEA is back March 2019 in Amsterdam! A Call for Proposals is soon to be announced, so get… Continue Reading admin’s Article on their blog

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