Enable Flow integration to automate processes

Applies to Dynamics 365 for Customer Engagement apps version 9.x

Microsoft Flow lets you create automated processes between your favorite apps and services. The ability to run flows from within Dynamics 365 for Customer Engagement apps makes it simple for users to combine a broad spectrum of services that can be initiated from within Customer Engagement apps, such as messaging, social engagement, and document routing services.

Lead record with Flow integration

Dynamics 365 for Customer Engagement instances use the default Flow environment. For more information about Flow environments, see Using environments within Microsoft Flow

The Flow integration feature is not available in the following service or geographic regions.

  • Microsoft Dynamics 365 for Customer Engagement apps Government
  • Germany

Once the Flow integration feature is enabled, the following privileges are added in the Miscellaneous section of the Customization tab for security roles.

  • Name: prvFlow

  • Name: prvFlow

Prerequisites

Enable or disable Flow in your Dynamics 365 for Customer Engagement apps organization

By default, all security roles allow users to run flows on the records that they have access to.

To enable or disable Flow integration in your organization, follow these steps.

  1. Go to the Settings > Administration > System Settings > Customization tab.

  2. Enable or disable Flow in your organization.

    • To enable, under Enable Microsoft Flow click Yes.

    • To disable, under Enable Microsoft Flow click No.

      Enable Flow integration

  3. Click OK to close System Settings.

Tip

The Flows menu only list flows that begin with the When a record is selected Common Data Service trigger and contain at least one trigger or action that references that entity.

See also

Create and edit web resources