How to create your first Flow for NAV

I hope you’ve already heard for Microsoft Flow. If you want to use this amazing small tool, you need to go on https://flow.microsoft.com. With this tool, you can connect a lot of different type of software. For example, you can connect Share Point, Outlook, Excel, Facebook, Twitter, OneDrive, Dynamics solutions, Google Calendar of File Drive, Yammer, PowerBI…

In this post, I want to show you how you can create a small Flow for connection between Dynamics 365 for Financials and Facebook. I used Financials only because it was easier for my demo, but you can do it the same with your NAV 2017 for example. Before you start with Flow, you need to publish Web Service you want to use in Flow.

To start, first click on My Flows and then on Create from blank (for this demo). If you want to use some of templates, you will choose Create from template.

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Then you need to find some of Dynamics triggers. You can see on the following picture what you currently can use. If you want to create flow for NAV or Financials, you can use When a record is created or When a record is modified. In this example, I used When a record is created. And then you need to choose one of your connections to your solution or to create new one (be careful with username and password – Web Service Access Key).

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After you finish it, you can choose some of your tables (based on published Web Services). I have chosen Customers, because I want example where Facebook will announce welcome, every time when I create new customer.

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Then, I’ll click on the Next step to create step in Facebook. You need to find Facebook and to choose one of actions. I’ll choose Post to my timeline. And of course, you need to sign in to Facebook with some of accounts.

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The type a message you want to post on your timeline and for this purpose you can use some of the fields in Customers table (from a right side).

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After that if you already didn’t give Flow name for your Flow, just give some name and click on Create flow; click on Done and everything is finished.

Now, you can open your Financials or NAV and create a new customer. When you finish it, you will see that Facebook announce this on your timeline:

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As you can see, this was very easy and you can do it on much easier way using already prepared templates. You can find a lot of templates for CRM (Dynamics 365 for Sales) or AX (Dynamics 365 for Operations). But you can also find few of them (currently 3) for Financials and NAV (I expect more and more soon):

  • Create an item in Dynamics NAV from PowerApps
  • Send a Push Notification for new Sales Orders
  • Post to Twitter on New Customers in Dynamics 365 for Financials

Microsoft Flow and NAV

Now we finally can use Flow features with Dynamics NAV. When you run Flow on https://flow.microsoft.com, you can find Dynamics NAV service.

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When you start from My flows, you can choose one of two NAV triggers:

  • When record in NAV is created
  • When record in NAV is modified

You can also find the same triggers, but for Dynamics 365 for Financials. You can start and make your first flow. You just need a few basic information.

 

Microsoft Dynamics 365!

Today, Microsoft published story about Microsoft Dynamics 365 on Partner Source and on their blog. And in the same moment, they’ve also published Microsoft AppSource. What is this?

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Microsoft says that this represents the end-to-end intelligent business applications in the cloud and it will be worldwide available in the fall of this year. Generally Dynamics 365 will bring the best of Dynamics ERP and CRM solutions and currently it is based on Project “Madeira” (but not only; we can expect the enterprise edition of Dynamics 365 based on AX) and CRM Online, but not only on them. It will provide the main business processes as Finance, Sales, Customer Service, Field Service, Operations, Marketing and Project Service Automation.

And even more. This is not closed system. This system is natively integrated with big data and IoT, Power BI, Cortana Intelligence, Microsoft Flow,… everything what you need and when you need. Classic Software-As-A-Service story, but very advanced. I think I don’t need to spend my words about integration with Office 365; this integration will be extremely deep (you already saw just a part of this in my previous article about using “Madeira” with Outlook).

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And of course, if you want to know something more about it, the best is to attend on WPC during the July. Microsoft will provide three session about this new solution. You can also see more about it on Summit this year (Scott Guthrie will speak about it) and I hope on Directions.

You can expect more from me about this soon. But this is just small the first introduction about new solution in the family; remember this name – Microsoft Dynamics 365.