The Power of Microsoft Flow with CRM, SharePoint and Project

June 14, 2017 – 1 PM EST

The Power of Microsoft Flow with CRM, SharePoint and Project

Did you know that Microsoft Flow was released in Q4 2016? Since then there have been hundreds of organizations across 139 countries using the cloud-based service that makes it simple to automate common tasks and business processes across your applications and services, such as Office 365, Dynamics 365 and many more.

Because there are so many process scenarios, this highly informative webinar: The Power of Microsoft  Flow with CRM, SharePoint and Project focuses on an example process with sales and delivery teams and show how seamless work processes can be.

The many capabilities of Microsoft flow those are highlighted in this webcast are:

  • How you can create tasks in SharePoint and send e-mail notifications when your sales team is requesting pre-sales support in CRMOL.
  • How you can move proposal documents from SharePoint to CRM, so you can apply governance and control your systems of record
  • How to transition projects from sales to delivery by creating Project Online projects and sites, and display key customer contact info for the delivery team.

Without the power of Microsoft Flow, these tasks would require complex workflows and coding. In this scenario, we’ll show you how a sales team can work in the tools they know and love, like Dynamics 365 for Sales and how delivery teams can support their needs with SharePoint.

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