Dynamics 365 Power Automate Flow Send Email
Dynamics 365 Power Automate Flow Send Email
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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