How to use microsoft office planner for accounting full#
The due date will be 1 full day from when the lead was created. The start time should be when the lead is created in Dynamics 365. After adding a title, add a start time and due date. I titled mine “Reach out to ” so Flow will pull the name of the lead from Dynamics 365 into the title and make it easy for me to tell what the task is about, without clicking into it.
First, select a Plan ID and Bucket ID for the task to be added to from each drop down list. Once a Plan in Planner is created, we can move forward with adding dynamic content to the task. If you haven’t used Planner before, you can learn about creating a plan here. Now, to move forward we will need to have a plan already created in Planner. I recommend browsing this catalogue to find other helpful workflows that automate tedious tasks or improve productivity in some way. Like any other Office 365 application, Microsoft Flow can be accessed from the Office 365 web portal. Once in the application, you have the option to create a flow from scratch or search through the template catalogue curated by Microsoft. Flow connects with Office 365, Dynamics 365, and many common 3rd party services to share data and make things happen. If you haven’t heard of it, Microsoft Flow is a cloud-based workflow tool built into Office 365 that automates business processes to help you work more efficiently.
That is why I created a flow to automatically create a task in Microsoft Planner when a lead is created in Dynamics 365. For an organization like ours that uses Dynamics 365 for Customer Engagement (formerly Dynamics CRM) for sales management and Office 365 for productivity, it makes sense to utilize every tool we can to keep up with sales. However, it is far too easy to neglect leads and opportunities when you are trying to juggle many other tasks and responsibilities. Using a CRM system to track leads and opportunities is a good way to keep up with the sales funnel.
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