Hello everyone,
We are from a small charity and use D365. We use connections quite heavily to cases, referrals, family relationships etc.
I have build an as you go flow to add some details (date of birth etc) to the connection records when added to make it easier to generate documents and stuff.
What I have now that I am trying to work out is how to do the same (Contact - From on the connection) to mass update and pull some demographic data into the connection record.
I think I need to use a scheduled flow to do it, but I can work it out.
Any hints would be greatly appreciated!
Nick