Skip to main content

Notifications

Send an Email with Options and get the SelectedOption

Introduction:

Sending an email with options could be helpful for conducting a survey or collecting feedback from customers or employees.

Test Scenario:

When a new Contact is created, send a confirmation email with two options (Valid Contact/Changes Needed) to a specific manager.

If "Valid Contact" is selected, update the contact's status reason to "Qualified".

If "Changes Needed" is selected, update the status reason to "Disqualified".

Here's how you can use Power Automate to achieve this goal:

1, Navigate to make.powerapps.com and select New flow

2867.pastedimage1685065696020v1.png

2, Search for the Microsoft Dataverse Trigger

2133.pastedimage1685065887295v2.png

3,  Select Send Emails with Options action.

0028.pastedimage1685066696924v3.png

4,  Configure the Action to suit your needs.

8836.pastedimage1685067014324v4.png

5, Test the Flow

The UI looks very weird.

5100.pastedimage1685068215043v6.png

Let's try to adjust the settings.

Hide the HTML message, only show the Action Pane

0724.pastedimage1685069078321v7.png

Only show the Action Pane

2625.pastedimage1685069163815v8.png

    Actionable messages are available to all customer mailboxes on Exchange Online in Office 365 or Outlook.com with a supported client
    
    

Get the User selected option

1, Click on any buttons from the Email

4705.pastedimage1685069328381v9.png

Then, the Action Session will be closed automatically.

2068.pastedimage1685069343554v10.png

If there are many recipients, will set the first response as the result
    

2, Update Dataverse Contact's status reason

4426.pastedimage1685069764311v11.png

1055.pastedimage1685069812040v12.png

3, Test Run

Get the user SelectedOption

3056.pastedimage1685069976483v13.png

More:

You can use Markdown to format the Email Body field.

For example:

1220.pastedimage1685071846467v14.png

Test Result

3122.pastedimage1685071930064v15.png

The End.

Comments

*This post is locked for comments