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Power Platform Community / Forums / Power Automate / How to create a Weekly...
Power Automate
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How to create a Weekly Opportunity Summary with Opportunity Products (Dynamics 365 + Microsoft Flow)

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Hello,

 

I've been doing some experimenting with using Microsoft Flow with Dynamics 365 to generate a weekly email summary of newly created Opportunities. I see that there's a handy template for this, but I'm also wanting to include the information from the Opportunities associated Opportunity Products (so their child records basically). I've run into a bit of a roadblock trying to figure this out so would appreciate some help. 

 

2019-07-25 16_36_08-Edit your flow _ Microsoft Flow.png

 

I'd be wanting to include the Opportunity Products in the HTML table that gets added to the email body - noting that their can be multiple products associated to any one opportunity. 

 

Thanks, 

 

 

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  • yashag2255 Profile Picture
    24,769 Super User 2024 Season 1 on at

    Hi @Anonymous 

     

    Please see the solved thread below where I have shown how you can access related records for a record of a parent entity. 

     

    https://powerusers.microsoft.com/t5/Building-Flows/Sales-Rep-from-Dynamics-to-HTML-Table/m-p/291411#M30604

     

    Hope this Helps!

    If this reply has answered your question or solved your issue, please mark this question as answered. Answered questions helps users in the future who may have the same issue or question quickly find a resolution via search. If you liked my response, please consider giving it a thumbs up. THANKS!

  • Community Power Platform Member Profile Picture
    on at

    Hi @yashag2255 

     

    Thanks for your reply - I tried following the thread you linked and I seem to across an error with getting the child records:
    2019-07-26 10_58_33-Run History _ Microsoft Flow.png

     

    Here's the Apply to each action for reference:2019-07-26 10_59_45-Edit your flow _ Microsoft Flow.png

     

    Any ideas?

     

    Thanks, 

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