Creating Microsoft dynamics 365 leads from Salesforce

The example shows how to retrieve leads from Salesforce and create corresponding leads in Microsoft dynamics 365 using a flow service.

1. Select the project where you want to create the new flow service. You can also create a new project.
2. Click Flow services tab and on the flow services page, click the Add icon.
3. Provide a name, for example, SalesforceToMSDynamics365CRM, and an optional description for the new flow service.
4. Type Salesforce in the search box and select Salesforce CRM.
   Tip: In a flow service step, you can complete search in one of the following ways.

   • Alias-based search: Type a keyword and the matching results are displayed. The list of supported keywords for alias-based search are as follows:

     map

     Transform pipeline

     iteration/loop

     While, Do Until, Repeat, Repeat for Count, Repeat-Input/output

     selection/condition

     If, Else, If Else, Else If, Switch, Branch, case

     jump

     Break, exit.

     exception

     Try, Catch, Finally, Try Catch, Try Finally, Try Catch Finally.

     Restricted scope search

     Type a keyword followed by a pipe symbol or space or tab to search within a specific scope, for example, to search within flow services, type fs|. The list of supported keywords for restricted scope search are as follows:

   • Ctrl

     Controls

     con

     Connectors

     fs

     Flow services

     svc

     Services.

5. Select the queryleads operation.
6. Select the SalesforceCRM_1 account. You can also create or configure an account inline.
7. Click the Add icon to add a new step.
8. Type repeat select Repeat to create a repeat step, and then select the Lead option.
9. Select Microsoft Dynamics 365 CRM and then select the associated createLead action.
10. Select the msdynamics_1 account. You can also create or configure an account inline.
11. Click the Mapping icon to map the input and output fields.
12. Click the Pipeline Input fields (FirstName and LastName) and drag it to the service input (firstname and lastname). The service output is automatically mapped to the Pipeline Output by a dotted line.
13. Save the flow service and run it by clicking the Run icon.