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I am trying to setup a flow that will generate an email to a relationship assigned to a particular record when a task is assigned or a client/lead record that they are assigned to is edited, or notes are added. For example, when a user is assigned a task.
In addition, I'd like a daily summary of any modifications to any records a user owns emailed to them daily.
How can we get this setup? These are pretty basic options in Salesforce and seem to be quite complex in Dynamics.
For the first part of your post, to generate an email on multiple triggering points (task is assigned, lead is updated, notes are added, etc. ), I suggest you proceed via D365 workflow, rather than a Flow.
Flow consists the following triggers for now: Record-Create, Record-Update, Record-Delete. Others might in future releases. For now other triggers like, field change are not available.
You will readily find the actions for these triggering points in D365 workflow. A sample is follows:
Sample 1 (send email on task assignment)
1. Create a workflow for the task entity. Choose the triggering point as "Record is assigned"
2. Choose the step to send email
3. You can either create your email or choose an existing template.
4. Save and activate the workflow.
Sample 2 (Send email on notes are added in lead)
1. Create a workflow for notes entity
2. Choose triggering as "Record is created"
3. Chose a step to send email
4. Create an email and choose the email receipient from "Regarding (Lead) --> Owner"
Sample 3 (trigger workflow on field change)
1. Workflow can be triggered on change of a field too. You can choose triggering point like below:
2. On click of select, system shows list of fields and you can choose the field (on change of which you desire the workflow should trigger)
Given that Flow is consumption based, its doesn't seem very cost effective to have a flow run on record change especially you have a Flow run on high volume records
The second part of your post, "Summary of any modifications to any records a user owns emailed to them daily":
The details of changes made to records are stored in audit logs. These details cannot be exported out (if you are using D365 Online).
If you are using D365 on-premise, you can access these details from database. Else, these details are not accessible outside of D365.
Where do I go to add the workflow?
Settings --> Processes
New -->Workflow. Choose entity and then OK
This is great. Thank you.
I have the workflows setup, but its not triggering, I'm assuming because I don't have an email template designed. Can you provide any guidance on how to get the appropriate changed information, including the client name, etc. in the email that is going to be generated and how to designate who it is generated to?
Read through "Step 3" of the following link. (in fact you can read full article also )
Can you advise how I would get only the information that changed to show up in the email?
Also, do you know how to add activity types? I.e. Phone call, meeting note, etc.
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