Flows

Flow Description

Set up case creation

From the Rental Customer Portal, cases can be created for several reasons and from several places.

A case can be created for:

  • Equipment
  • Rental order line
  • Invoice
  • Organization settings
  • Any purpose

These cases are created in Dataverse and can be synchronized to D365 FO. To synchronize cases from Dataverse to D365 FO, set up the required authentication in Azure Active Directory.

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