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Wednesday, December 4 • 1:30pm - 2:30pm
Leveraging Flow to Trigger Record Creation

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In some business situations, there is a need to auto-create records based on a variable trigger. Learn how, with Flow and XRM, you can create Parent records containing a variable input to a Flow process which will auto-create records when triggered. We will walk through 3 real-world examples at varying degrees of complexity - a basic, an intermediate level and a fairly complex scenario.

avatar for Carol Smock

Carol Smock

Manager, RSM US
For nearly three decades I have worked with more than 200 businesses to create customer relationship strategies that work. Before CRM systems existed, we accomplished this through system integrations that gave the employee access to a 360 degree view of the customer.Data Integration... Read More →

Wednesday December 4, 2019 1:30pm - 2:30pm PST

Attendees (9)