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Power Automate - Using Flows
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Use Flow to email all the Dynamics CRM contacts linked to a Lead???

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I'd like to use Flow to email all the contacts related to a lead, opportunity or account.  The trigger is when the parent lead record changes for example is there a way to populate the email To: line with the email addresses of all the child contact records related to that parent lead record?

 

I noticed there's a "List Records" action for Dynamics CRM but not sure what it does or how to use it??

  • v-yamao-msft Profile Picture
    on at
    Re: Use Flow to email all the Dynamics CRM contacts linked to a Lead???

    Hi Davidblo,

     

    Could you provide some information about:
    1.How were your Contacts created? Did you qualify Leads to get Contacts?
    2.You had child contact records, this means that your contacts related to a lead have a hierarchy and your contacts have parent and child records?

     

    About “List records”, by using this action, you can get all records for an entity.


    Best regards,
    Mabel Mao

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