Dynamic Email Content

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Posted on 6 Jul 2020 16:19:43 by lynsey_uk

Hi,

I'm trying to create a scheduled Flow which finds D365 records older than 24 hours that have not been marked as contacted and sends an email to the 'Owner' prompting them to make contact.

Power Automate and HTML are pretty new to me and I'm struggling with a few things in the body of the email.

We are not integrated with Outlook so I was advised to utilise the CDS 'Create Email Message' as opposed to the 'Send Email' option.

I'm struggling with the following:

* I need to include the name of the person making the enquiry, but when I select the 'Enquirer' field from the dynamic content list (taken from the CDS 'Get Record' step before), it's displaying in the generated email as the GUID instead of the persons actual name.

* I need to include a hyperlink to the relevant D365 record. I've got the link text looking like a hyperlink and have tried to use the relevant record's GUID (taken from the CDS 'Get Record' step before) but when I click it, it's throwing a 'Page cannot be found' error. How can I use the record's URL here?

* How can I get the date of the enquiry displaying in a more user friendly format. It's currently displaying as

2020-06-25T10:48:10Z.

Any help will be greatly appreciated.

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lynsey_uk 2 on 07 Jul 2020 at 14:54:13

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Re: Dynamic Email Content

Hi Alex, Thanks for your reply.

With the first issue, it's not a users name I need to pull as the Enquirer. The Enquirer could be a member of the public or an employee of a corporate client, who has submitted an enquiry form via our website. So their name is just a free text field that has been auto populated from the website enquiry form when the D365 record was created.

For the third issue, I understand what you're suggesting and I can see how that works, although do we know if there's a way to display this date, maybe with the time in this format: 25-06-2020 10:48?

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alrezac on 06 Jul 2020 at 20:34:01

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Re: Dynamic Email Content

Hi,

I have a few ideas surrounding your 1st and 3rd point but I'm not certain about the 2nd point. I don't know what is wrong with the link whether it is some kind of reference error or its just not formatted correctly. Without knowing that I'm not certain how to fix it.

For your first issue, Graph processes this data in the format as GUID's you should be able to use the get users action to search for the user's name and be able to write the name it returns to a variable and insert it into your email. That should get the name itself instead of the ID.

For your third issue, you can just write the time to a variable and just keep the first 10 string items in that variable and put that into the email. So instead of getting 2020-06-25T10:48:10Z if you only keep the first 10 string items it should process as 2020-06-25. There is a fairly good guide on how to do this here: https://powerusers.microsoft.com/t5/General-Power-Automate/Skip-first-and-last-n-characters/td-p/385996

Regards,

Alex

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Community Support Team _ Alex Rezac
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