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Send an Email automatically in dynamics 365

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Posted on by Sumaira

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I have a drop-down field named email status in lead form. At the end of the day users should receive an email which lists the leads whose email status is equal to bounce.

The email should include, these fields

1. Lead name

2. Email

3. Created by user name

4. Modified by user name

I'm struggling with this please guide

I'm able to get all the other fields in the email except the created by and modified by user name

Also When the user receives an email, they should be able to see the count of leads whose email status is equal to bounce

Kindly guide

Best Regards,

Sumaira Noor

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Building flows

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abm abm 32,981 Most Valuable Professional on at

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Hi @Sumaira

Are these users are D365 users who want to receive the email? Where the email user lists are defined? Do you want to send this email from D365 or using office365 Outlook connector?

Thanks

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Sumaira 642 on at

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Thanks a lot for the quick response @abm
Yes the users are dynamics 365 users
Users are present within dynamics 365
I should send using office365 Outlook connector
Kindly guide
Best Regards,
Sumaira

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abm abm 32,981 Most Valuable Professional on at

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Hi @Sumaira

Please follow the below

The expression for finding the total record is as follows:

length(body('List_Leads')?['value'])

Note: By default CDS only gives you 512 records. If you expecting more than 512 records then click on the setting and increase the pagination.

https://www.crminnovation.com/blog/using-microsoft-flow-to-process-a-lot-of-cds-records/

If you looking to get the created by user name then you won't be able to use the Create HTML table. You need to iterate all the results in a loop and add a Get Record by id where you can pass the created by GUID to retrieve the user details. In that case you need to change the logic accordingly.

The above flow will give you an idea about what are the steps you required to resolve your requirement.

Thanks

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Sumaira 642 on at

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Thanks a lot for the response and information @abm
I'm looking to get the created by and modified user name. If you could please help me in those steps it will be very much helpful.
Best regards,
Sumaira

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abm abm 32,981 Most Valuable Professional on at

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Hi @Sumaira

Extend the List records to use the FetchXML query where you can include the relationships from other entities. FetchXML query List records are only available under CDS default connector. For this you need to create a solution for flow.

Thanks

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