How to Create a Flow - Auto Texting

Posted by Bernie Thibeault on 10.03.18
Bernie Thibeault

 

Your boss may be a busy person. They may be out of pocket some days but still want to stay up to date on the sales process. This flow is an example of how to send text messages with Flow using Twilio. (Before you use Twilio in your Flow, you should create an account on their website and sign up for a trial).

To start:

  1. Create your trigger from Dynamics 365, e.g. “When a record is updated”

  2. Select the organization, this will give you all of your Dynamics 365 instances (Sandbox, production, test…. Etc.)

  3. Choose the entity from which you would like to run the flow.

Record Update screenshot

 

 4.  Now set a condition for when opportunities are won. 

condition screenshot

5.  In our Yes/No condition, add an action in the “Yes” side for Twilio: Send Text Message. (If you have not created a trial Twilio account, you will need to do so). The “from” phone number will be the Twilio account, the “to” phone number will be your bosses phone number (after you have approved it in Twilio). Now you can set the text message body. This message body can even contain the information about which the opportunity it is regarding.

 

Send test message screenshot

 

Want to learn how to create a Flow to auto-post new business to your news feed?  Check out this blog

Topics: Office 365, Microsoft, Flow

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