Sending powerautomate email reminder based on dataverse table column value

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Posted on by Nida_Sayedi

Hi have a dataverse table PromotionStages with Columns Name (crf05_Name), CuttoffDate((crf05_CuttOffDate)

My table structure with values shown below

I need to trigger a power automate scheduled/recurrance or any flow that should send reminder email with some message to the reciver "your nomination level 1 phase will end in 3 days kindly take action" before 3 days of CuttoffDate for each stage (3 times in a single day)

For example for stage/Name Nomination Level2 it should send reminder 3 days before 30/11/2023 and for Approver Level2 it should send email 3 days before 24/12/2023

How do i acheive this dynamic behaviour in powerautomate flow , please someone help me ???

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v-yueyun-msft Microsoft Employee on at

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Hi , @Nida_Sayedi
According to your description, you want to send an email before three days for the item.
This is my test flow, we can use FIlter action to filter the items we need to send the email .

@and( lessOrEquals(formatDateTime(item()?['cr667_cuttoffdate'], 'yyyy-MM-dd'), formatDateTime(addDays(utcNow(), 3, 'yyyy-MM-dd'), 'yyyy-MM-dd')) ,
greater(formatDateTime(item()?['cr667_cuttoffdate'], 'yyyy-MM-dd'), formatDateTime(utcNow(), 'yyyy-MM-dd')) )

Like today is the 2023/11/28 , so we need to send the email which item's date is :
>2023/11/28 && <= 2023/12/1

Best Regards,
Yueyun Zhang

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Nida_Sayedi 90 on at

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@v-yueyun-msft Thanks for your Swift response
for instance, my cutoffdate value in dataverse table is 2023/12/01 will it send me reminder today? because its 3 days before , will the above solution work for this scenario?

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v-yueyun-msft Microsoft Employee on at

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Hi , @Nida_Sayedi
Thanks for your response!
Sure , today is 2023/11/28 , so if the cutoffdate value is in [2023/11/29,2023/11/30,2023/12/1] , it will send the email .

Best Regards,
Yueyun Zhang

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Nida_Sayedi 90 on at

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@v-yueyun-msft Hi,
The above flow is sending email reminders even after date is crossed , it sending mail for date 2023/12/02 and 2023/12/03 also
Please help , If cuttoffdate Value is 2023/12/01 it should only send 3 days before this date , but it is sending after the date is crossed as well.

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Static 118 on at

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Hi @Nida_Sayedi
For gain this you can do below steps:

Trigger:
Use the "Recurrence" trigger to schedule the flow to run at specific intervals (e.g., every day).
Get Items:
Add a "List rows present in a table" action to retrieve the items from your Dataverse table (PromotionStages).
Apply to each:
Add an "Apply to each" loop to iterate through each row in the result obtained from the "Get Items" action.
Condition:
Inside the "Apply to each" loop, add a "Condition" action to check if the current row's CuttoffDate is within 3 days from today.
formatDateTime(item()?['crf05_CuttOffDate'],'yyyy-MM-ddTHH:mm:ss') is less than or equal to addDays(utcNow(),3) and formatDateTime(item()?['crf05_CuttOffDate'],'yyyy-MM-ddTHH:mm:ss') is greater than utcNow()

Send Email:
Inside the "If true" branch of the condition, add a "Send an email" action to send the reminder email. Use the dynamic content to include information from the current row, such as the Name and the customized message.

Dear recipient,
Your nomination level 1 phase for "{Name}" will end in 3 days. Kindly take action.
Sincerely,
Your Organization

Run the Flow:
Save and run the flow. It will run at the scheduled intervals and send reminder emails for each row that meets the specified condition.

I hope this can help to you.

Best Regards,
Anton N.

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