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Consider scenarios:

  • You are a supplier with multiple outlets and wants to notify warehouse store whenever you are short of inventory. Flic button press will create a Case for “Inventory out of stock” in Dynamics 365 with your outlet location
  • You own multiple automobile factories. In case any machinery failure or any damage or new parts needed, you want to notify diagnostics team. Flic button press will create a Case for “Repairs Needed” in Dynamics 365 with your factory location
  • Service desk tickets creation with Flic button press in Dynamics 365.

There are many such scenarios where you can do a lot with just press of a button.

Flic comes with 3 different triggers as:

  • Click
  • Double Click
  • Hold

DEMO

We will consider Scenario 2 for our demo and will be creating different Cases in Dynamics 365 with different parameters on Flic single click, double click and hold using Microsoft Flow as below:

  • Single Click – Will create a Case for Parts Needed with Low priority
  • Double Click – Will create a Case for Damage Repairs with Normal priority
  • Hold – Will create an Emergency Case with High priority

Dynamics 365 Customizations:

  • Created a new Case main form as “Service ticket form” with below attributes on form:
    • OOB fields – Case Title, Case Type, Description, Customer
    • Custom fields – Latitude, Longitude
  • Two new fields created as Latitude, Longitude
  • One new account created “Diagnostics team” – will be used as Customer while creating cases
  • View – “Active Service Tickets” to display all tickets created

Service ticket form:

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Microsoft Flow:

Let’s create a Microsoft flow now which will connect with Flic as Trigger and Dynamics 365 – Create record template as action.

  • Sign in to Microsoft flow
  • Go to My Flows and select Create from Blank

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  • Select Create from blank again and type “flic” in Search all connectors and triggers box. Select “Flic – When a flic is pressed”

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  • Once trigger selected, flow will ask for Flic button to connect with and events for trigger point. If you are using flic for first time, flow will ask for flic connection to connect with as below:

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  • Click on Continue once connected to flic
  • Select your flic connected with flic app and events as “any” as we need to trigger flow with all 3 triggers

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  • We will use switch case here to check for Click type (click/double click/hold) and create Case in Dynamics 365 accordingly. Click on “+New Step”, click on More and select “Add a switch case”

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  • Select “Click type” value to apply switch case on under “On”

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  • Type “Click” in 1st case under Equals and Click on “Add an Action”. As you click on Add an action, flow will ask for action to be connected with. Type “Dynamics 365” and select “Create a new record”

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  • Connect to your Dynamics 365 organization and select your org name and entity name. Entity name would be “Cases”. As soon as you select Cases, all attributes for Case entity will be loaded. Set values for Case Title, Case Type, Description, Customer Number (ID), Priority, Latitude and Longitude as shown below:

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Notes:

  1. Case Title and Description – Free Text fields – You can type anything
  2. Case Type and Priority – Option Sets – Select corresponding Label fields Case Type Label and Priority Label
  3. Customer – Can be any account or contact. You need to pass GUID. If account, Select accounts for Customer Type else contacts
  4. Latitude and Longitude – Need to set with Dynamics fields from Flic

 

  • Click on + button to add 2 more Cases for double click and hold triggers

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  • Select org name, entity name and set all attributes as required for double click and hold cases. Once done it will look like below

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  • Save your flow

Trigger flow from flic:

To use Flics with Microsoft Flow, you must have:

Perform below steps to configure Microsoft flow to be executed when flic button is pressed:

  • Select flic button and click on + button for click event
  • Select Microsoft flow under Advanced and click on Add on top right corner. You can check option to send current location to Microsoft flow is required

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  • Similarly, do it for Double click and Hold. It will look like below:

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Time to perform some action:

  • Press your flic once and you will notice Flow is triggered with 1st Case component for Click action

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  • Double press your flic and you will notice Flow is triggered with 2nd Case component for Double Click action
  • Press and Hold your flic, you will notice Flow is triggered with 3rd Case component for Hold action
  • And finally go to Dynamics 365 and select Active Service Tickets view under Cases. You will see 3 different cases are created

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