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Best answer

Process for handling Dynamics 365 CRM First article inspection?

  • 12 August 2021
  • 5 replies
  • 34 views
S

Hey guys, 

This might be off topic but does anyone know the D365 process for handling First article inspection? I needed it for informing users when a product is finalized and arriving. 

Thanks

icon

Best answer by Sara_Nasreen 20 August 2021, 08:30

View original
This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

5 replies

SamB
Rank
Userlevel 7
Badge +11

Hey @Sara_Nasreen!

It doesn’t look like the current Microsoft Dynamics 365 integration has any triggers related to handling First Article Inspections specifically. As a workaround, are you able to an any email notifications sent to you when a product is finalized and arrives? If that is possible and those emails contain the required information you need from Microsoft Dynamics 365 then you could potentially use that to trigger a Zap that kicks off a workflow to inform your users.

You can find out more about how to trigger Zaps from emails here: Trigger Zaps from new parsed emails

Does that help to get you pointed in the right direction? :)

S

Hey @Sara_Nasreen!

It doesn’t look like the current Microsoft Dynamics 365 integration has any triggers related to handling First Article Inspections specifically. As a workaround, are you able to an any email notifications sent to you when a product is finalized and arrives? If that is possible and those emails contain the required information you need from Microsoft Dynamics 365 then you could potentially use that to trigger a Zap that kicks off a workflow to inform your users.

You can find out more about how to trigger Zaps from emails here: Trigger Zaps from new parsed emails

Does that help to get you pointed in the right direction? :)

Yeah, that definitely looks like a great place to start, thank you so much!

SamB
Rank
Userlevel 7
Badge +11

You’re most welcome, @Sara_Nasreen!

Please do report back here to let us know how you get on with this. :)

S

Hey so after a lot of tears and probably not enough coffee, I found this place that looks like it might help! https://dynamics.folio3.com/dynamics-365-implementation/ 

SamB
Rank
Userlevel 7
Badge +11

Thanks for letting us know, @Sara_Nasreen! :)

I’m so pleased to hear you were able to find something useful on this, and hope you’ve been able to get more coffee since! 

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