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List send reminder on date and time to specified user

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Posted on by LM-01081535-0

I have the below sharepoint list. I'm trying to get a reminder send to ther CRM Chased By user on the CRM follow up Date/Time. The sharepoint reminders just send it to myself the list owner. I've found several tutorials online creating variables, composes and none are working. I last tried on the 13th hence the date, so it's not that theres nothing to remind that's stopping the flow.

Any help would be very appreciated.

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David_MA 12,966 Super User 2025 Season 2 on at

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You can follow the steps in this tutorial on YouTube: https://youtu.be/cwRjGLHyq9o?feature=shared

The process is quite simple:

Create a scheduled flow that runs daily at the time you want the email to be sent.

Add a Get items action with a query filter to only get the items for the current date.

CRM Follow Up On for your use case.

Add an Apply to each for the items retrieved.

In the Apply to each, add a Send e-mail action to send the e-mail.

Note: in the video he does not use a query filter in the get items action to return only items that need a reminder to be sent. Instead, he gets all items in the list and then uses a condition to check if the current date is the date in the list to send the notification. If you have a large list, this is not efficient. I recommend using the filter query instead as your flow will complete much faster.

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LM-01081535-0 8 on at

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Hi, Sorry I'm not very advanced with Power Automate, can you help me with the filter query please, what should it look like? Also the tutorial talks about converting the time but as I'm UK i guessing i don't need that?

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