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Dynamics 365 Power Automate Flow Send Email

Dynamics 365 Power Automate Flow Send Email

In This Article we are going to describe a section of Power Automate Flow where we are going to create Email Message for Dynamics 365. Following this approach is going to make sure that the email message generate will be visible in our Activity Feed and the appropriate Email Message record are created in Dynamics 365

1.       Create a New Record

a.       Entity Name “Email Messages”

2.       Set From, To, Cs and Bcc

a.       You can not type email addresses on these fields

b.       You are to create a reference to one of the following

                                                               i.      System User

                                                             ii.      Queue

                                                           iii.      Contact

                                                           iv.      Account

c.       Make sure the above listed entities have a valid email address in the records

d.       Sample how to reference a contact

                                                               i.      /contacts({Contact Id Guid})



 

3.       Set the Subject



4.       Set Regarding for this scenario we are going to use the Account

a.       Accounts({Account Id Guid})

5.       For the content of the Email Message you must use the Description Field, here I advise you to create a string variable where it holds the content of the Email

a.       Simple text (string)

b.       Html (if you have a complex content where you want to have specific formatting you can use HTML



6.       Set Direction to Yes, this is to flag that its an outgoing email

7.       So far we have create the email now comes the fun part sending the email message we just created

8.       Perform a bound Action

a.       


b.       Entity name : Email Message

c.       Action : SendEmail

d.       Item Id: Pass the Id of Email Message that you have created in the previous step

e.       IssueSend: Yes

                                                               i.      Make sure this one is set to Yes, otherwise the email record will be created but want me sent to the recipient


Thanks for reading

 


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