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Hello!
Summary of Ask:
1. Create Lead in Dynamics
2. Assign Lead to Owner
3. Automatically send Lead assignment notification to Owner.
4. Email should be sent only to the Owner the lead was assigned to.
I used to have a flow that relied on CDS but it has since been deleted, and I cannot find any documentation on this subject, which is surprising, as I cant be the only person to have this request.
Anyway, I want to send an automated email (Power Automate) to the Owner of a lead upon lead assignment in Dynamics 365.
I'm currently using the Legacy Dataverse connector to "When a Flow is Modified, Table Name = Leads, Column Filter = ownerid"
Into a condition that says Ownerid_value contains....
This is where I get stuck. How do I get Power Automate to display Formatted Value of Owner, and then say "if owner equals bob, send bob an email that he has a new lead. If owner does not equal bob, but equals Jane, send Jane an email etc.."
Any help would be greatly appreciated.
Hello @Anonymous ,
before applying the condition, you to get the Owner record using the "Get row by ID" action and search for Owner value in the Users table.
Then in the condition you can add the user full name value.
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BR,
Marco
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