Building an automation to trigger an email automatically if DFM ticket gets updated by others

(0) Share

Report

Posted on by MG-20010657-0 Microsoft Employee

Hi Everyone,

I am working in support profile and we use DFM aka Dynamics 365 as a ticketing tool. We usually work on collaboration tasks, I am looking for an automated email to be triggered if the task has been updated with any others comment.

Currently, we do not have such feature and we are missing all the updates on the collab tasks.

When I did research, I understood that flow needs to be created and that will help to generate an email. I am very new to Power automate and not able to build a flow.

If anyone is willing to help, please let me know. I will walk you through with my problem statement and we can build a flow.

Thank you in advance.

Categories:

Building flows

I have the same question (0)

All responses (3)

Answers (0)

Sort by

Suggested answer

André Arnaud de Cal... 679 on at

Like
a
(0)

Report
Copy link

Link copied!

Hi,

Thanks for using the community forum. You want to get started with Power Automate. You can start from a template and you can describe it to design the flow using AI. There are many detailed videos and blogs on the internet to get you started as well.

For this requirement, you need an automated cloud flow starting with a dataverse trigger "When a row is added, modified or deleted". In the properties, you can manage which exact change type(s), the table name (you need another table than acccounts) and potentially use a limited set of columns or put an additional filter.
In the send an email action, you can specify email addresses, subject and body. You can use variables from previous actions. In this case details from the record that got triggered.

I recommend you to first read some documentation, watch videos or use some templates to become a bit familiar with Power Automate. Then create the flow you need for this requirement.

1 people found this reply helpful.

Was this reply helpful? Yes No
MG-20010657-0 Microsoft Employee on at

Like
a
(0)

Report
Copy link

Link copied!

Thank you so much. I have a follow-up question about this flow: How can I connect DFM 365 to it?

Was this reply helpful? Yes No
RobElliott 10,521 Super User 2026 Season 1 on at

Like
a
(0)

Report
Copy link

Link copied!

Contrary to the suggestion by the previous poster, it's not a Dataverse trigger you want but a Dynamics 365 one:

Rob
Los Gallardos
Microsoft Power Automate Community Super User.
Principal Consultant, Power Platform, WSP Global (and classic 1967 Morris Traveller driver)

Was this reply helpful? Yes No