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Power Automate - Building Flows
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power bi flow

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Posted on by 78

Hello guys,

 

I have 2 tables, the first one is for all opportunities for each sales man in the team, lets say it is as the following:

Sales PersonAccount NameLast follow up date
JohnContoso 114/7/2021
AmandaContoso 212/7/2021
TomContoso 31/8/2021

and so on...

Sales person could have more than 10 open opportunities at a time.

 

the second one is for sales person e-mail address as the following

Sales PersonE-mail Address
Johnjohn@test.com
Amandaamanda@test.com
Tomtom@test.com

 

and I need to send an e-mail for each sales person with a list of his/her associated open opportunities in order to follow up with them.

 

How can I do so?

I have the same question (0)
  • amaniramahi Profile Picture
    78 on at
    Re: power bi flow

    @tom_riha @Pstork1 @PrasadAthalye 

    Help please 😞

  • Pstork1 Profile Picture
    68,271 Most Valuable Professional on at
    Re: power bi flow

    Here are the basic steps.  

     

    1) Start with a Manual or Recurrence Trigger

    2) Get Items from the Opportunity list.  Sort by Sales Person

    3) Initialize a String variable to the First() Sales Person Name in the Get Items Array

    4) Initialize an Array variable to hold items for an HTML table of opportunities

    5) Start an Apply to Each Loop

        a) If Sales Person variable not equal to current Sales Person

            1) Get Items on Email List filtered by Sales Person variable

            2) Create an HTML Table from Array variable

            3) Send Email to  First() email from Get Items

            4) Set SalesPerson variable to current Sales Person in Loop

            5) Set the Array variable to Null

        B) If Sales Person variable equal to current Sales Person

            1) Append current opportunity to Array variable

    6) Once you exit the loop 

          1) Get Items on Email List filtered by Sales Person variable

            2) Create an HTML Table from Array variable

            3) Send Email to  First() email from Get Items

     

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