Chapter 5

Going with the Microsoft Flow to Enhance Dynamics 365

IN THIS CHAPTER

check Understanding the curative power of workflow capability

check Learning how workflow evolved from ECM to CRM and ERP

check Exploring workflow creation made easy with Microsoft Flow templates

check Knowing your options for creating workflows in the various Dynamics 365 applications

We’ve all suffered through the frustrating experience of having something go wrong with an order or a delivery, calling in to complain about it, and not getting the issue resolved because we keep getting shuffled around from one person to the next. None of the new folks knows what the previous person has done or what to do next, so we end up having to explain the problem over and over again to each new clueless person in the chain of ineptitude. Our initial reaction to this painful pinball-machine-style of customer service is to blame the people who are trying to help us — we may even gripe about how lazy and stupid we think they are. But if we examine the true cause of the inefficiency, it’s not the fault of the workers, who are most often ...

Get Microsoft Dynamics 365 For Dummies now with the O’Reilly learning platform.

O’Reilly members experience books, live events, courses curated by job role, and more from O’Reilly and nearly 200 top publishers.