What is Microsoft Flow?
Introduced in April 2019, Microsoft Flow, now known as Power Automate, is a productive extension to Office 365, available to users with an O365 subscription and a free Microsoft account, you can sign up for your 90 day free Flow trial here. The platform provides users the ability to create workflows – with access available on any device with internet connection, using cloud-based intelligence.
Microsoft Flow uses trigger events to create specific actions throughout the process, automating workflows for the user. Integrated with traditional Microsoft services such as SharePoint, Microsoft Teams, Outlook and more, Flow also has integrated third-party services such as Gmail, Google Drive and DropBox – giving you the opportunity to customise your workflows effectively even outside the Microsoft technology services. With its clear workflow stages and trigger events, Flow provides the ability to automate simple push notifications to complex business management issues and makes it easier for organisations to manage their processes. To put it in simple terms, if you wanted to create a flow with a trigger event being emails received via Outlook – Microsoft Flow’s automated features can do this.
Alongside the typical automated flows that can be produced using Microsoft Flow, the service also provides different flows appropriate for different circumstances:
|Automated Flows:||Create a flow that performs one or more tasks automatically after it’s triggered by an event.|
|Button Flows:||Run repetitive tasks from anyplace, at any time, via your mobile device.|
|Scheduled Flows:||Create a flow that performs one or more tasks on a schedule.|
|Business Process Flows:||Define a set of steps for people to follow to take them to a desired outcome.|
Finding a starting point for your very first flow can often be the hardest part, aware of this, Microsoft provide a large selection of pre-built templates with varying categories for customisation. From email to data collection, templates provide an easy starting point for many common business processes. Users can also easily create their own flow from scratch and customise it appropriately to meet business needs.
Benefits of Microsoft Flow
What is Dynamics 365 workflows?
Like Microsoft Flow, D365 Workflows provides automated business processes through steps and stages implemented in a workflow. Being alongside Dynamics 365, workflows are typically used for CRM and CE automation and works effectively around relevant areas.
Within Dynamics 365 CE (Customer Engagement), the ability to create real-time or asynchronous workflows is available. Asynchronous workflows are done in the background, meaning that you can access CRM and other programmes while your workflow is running without effecting your current situation. Real-time workflows speak for itself, working in real-time the operation must be complete before others can be performed, essentially requiring the user to wait until completed. Typically, asynchronous workflows seem like the better option; it works in the background, other work can be completed and there’s no need to halt all work. But often real-time workflows can be effective for operations that needed to be completed in an instant.
D365 Workflows allows many manual tasks to become automated through its features. Using a trigger event to direct the following actions, workflows can be effective for CRM solutions. Clients and records can be kept up to date through workflows ensuring that no confusion is met when things get busy.
Benefits of Dynamics 365 Workflows
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