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According a report by McKinsey Global Institute, in about 60% of occupations, at least one-third of the activities that make up a specific job could be automated. Wouldn’t it be great for your team if they could spend less time on manual, repetitive tasks like data entry, and more time adding value to the organisation? Too many workers are spending the majority of their days on manual work such as data collection, data entry, sign offs and approvals, status updates, and so much more. It’s frustrating for staff and managers when they could be using that time for high-value, interesting and rewarding tasks that make a positive impact within their team and your business.

What is Microsoft Flow?

Microsoft Flow is a cloud-based service that enables users to create and automate processes and actions that save a lot of time and effort with repetitive tasks. You can use Microsoft Flow to automate workflows between your apps and services to sync files, get notifications, collect data – and so much more. For example, you can create a flow so that whenever someone with 100+ followers tweets about your company, a lead is automatically added to Microsoft Dynamics 365 and a record is added in MailChimp.

With Flow,  you can connect to more than 220 services and manage data from cloud or on-premises sources. Flow integrates with the Microsoft solutions you may already use, like Office 365, SharePoint, Excel and Teams so you can deploy easily and onboard your team quickly to work seamlessly with your existing solutions. You can create a flow and perform administrative tasks in a browser or, if you download the Microsoft Flow mobile app, on your phone. A common use of Microsoft Flow is to receive notifications. A recent Forrester Total Economic Impact study found that using PowerApps and Microsoft Flow resulted in 362% increased ROI, 70% reduced development costs and 15% increased business process efficiency. Get started in seconds and begin workflows in minutes, and at a lower cost, thanks to the familiar Microsoft interface.

Why Integrate Microsoft Flow with Dynamics 365?

Empower end users to automate many tedious and time-consuming business tasks and processes
Easily create flows from scratch, download premade from the Flow community, or Perfect Image can help with set up
Connect to 100+ data sources out of the box including Office 365, OneDrive, SharePoint, SQL Server, Dropbox, Facebook & Twitter

Examples of automated workflows you can use with your Dynamics 365 solution include the following:

  • Receive a weekly email summary of new Dynamics 365 opportunities
  • Start a deal approval when a Dynamics 365 opportunity is won
  • Extract data from a new email and create a record in Dynamics CRM
  • Create an event in Outlook calendar when an appointment is added in Dynamics 365
  • Create a task in Dynamics 365 when an email is flagged
  • Automate approval of processes via email or push notifications

Add time-saving logic – even to your apps

With a few clicks you can create Flows that turn repetitive tasks into multistep workflows. When you have created an app in PowerApps, create logic in them using Flow to perform one or more tasks when an event occurs, for on-the-go productivity.

Keep processes consistent

Ensure people enter data consistently and follow the same steps every time by creating a business process flow. For example, you could create a business process flow for customer service requests, or to require that people get approval for an invoice before submitting an order.

Save time with decision making

Create, use, and share automated approval workflows to quickly respond to and process requests, from time off and travel plans to documents and sales opportunities. Make decisions in your workflow, like running an action only when certain conditions are met.

Securely work with data

Flow lets you securely connect to on-premises data and cloud-based services, so you can make the most of the data you already have. Prevent sensitive data from leaving your company using built-in or customized data loss prevention policies.

PowerApps

Create a productivity-boosting app for every task and take advantage of built in extensibility and customisation opportunities.

 

Discover PowerApps

Flow

Increase efficiency with customisable process flow templates for automated workflows, and guide users with business process flows.

Power BI

Embed intelligence into your apps, make sense of your data and utilise deeper insights to discover new opportunities.

 

Discover Power BI

Why Choose Perfect Image As Your Microsoft Flow Partner?

Choose Perfect Image as the Microsoft specialist to get you set up and taking advantage of this powerful analytics platform. We offer Power BI, PowerApps and Flow consulting and development services along with the wider Dynamics 365 and Office 365 platforms to make sure you get the productivity solution you need. Whatever you need to achieve, we will help you to reach your goals.

In-House Team of Experts

Our talented, innovative Microsoft-certified experts make us truly unique in the tailored solutions we can build. They will bring your aspirations to life based on what your business really needs.

Proud Microsoft Gold Partner

We are an accomplished Microsoft Gold Partner with 25+ years of experience in architecting and delivering exceptional IT solutions that make a positive impact for customers.

Experience in A Range of Industries

You can be certain that your CRM solution is in good hands as we have helped many customers in a variety of industries to adopt and gain value from a Dynamics 365 solution.

Working With The Full Microsoft Stack

You may need more than just Microsoft Dynamics 365 for a best-fit solution, and we can help with that. We have experience with the full Microsoft suite of products and more.

Get Started With Microsoft Flow Today!

Get in touch with us to discuss your business requirements, and what you would like to achieve. One of our friendly experts will be happy to guide you through the process of implementation, the benefits, and considerations. Contact us today!

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