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Power Automate
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Beginners Question

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Posted on by 15

Hi all

 

Exscuse my ignorance but i've just come across power apps and and still geeting to know what everythig does.

 

My main question is that I have a list of customer data in an excel file with contact details (email & Telephone) with the following rows containing next contact dates that range from next day to 7 days from the previous date cell. Without using Dynamics, is there a way that I can automate some of this as follows;

 

When the date cell = today, then flag up as a task and automatically send an email?

 

Thanks

 

Alex

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  • eric-cheng Profile Picture
    5,171 on at

    Hi @Uforica ,

     

    Based on the description provided, it should be achievable with a cloud flow using standard connectors.  

     

    You won't need Dynamics 365 or Dataverse.  

     

    The requirements are:

     

    * Power Automate license

    * SharePoint or OneDrive to host your Excel file

    * Excel file needs to contain a table for your data

    * O365 exchange online mailbox

     

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