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I need to use MS Flow to send out emails using CRM. Basically create an email activity and send that email from CRM and not FLOW. Is there any way to achieve this without using CRM Web API?
Thanks in advance.
Would it be acceptable to send the email from Flow on a mailbox that is synched to CRM? In that case, it should still show up as an email record in CRM and function in the same way. Flow emails let you choose who to send from (or dynamically populate) as long as you have "Send as"/"Send on behalf of" permissions.
Thank you for your reply. I had tried sending out emails from Flow but they always used email@example.com as the sender email.
But based on your inputs today I will try that out and let you know!
You could consider the following option.
In your Flow use the Dynamics 365 Connector and create an Email activity with all the content filled in. In CRM have a workflow that triggers on Email Create and Sends the email for you.
You may have to add a flag field to email entity in CRM to flag the email activity was created from Flow.
You may also have to use other actions Like List Record or Get Record to set the From / To / Regarding fields when creating the email activity from Flow
Let us know if you need further guidance on this.
I achieved the similar use case of creating email activities for any incoming email onto shared mailbox using MS FLow.
However, the email content from incoming email that I'm mapping as Activitiy's description is not parsed. it all comes in one single line
“Let me know on any Updates. Thanks Much. Regards, ABC”
when instead actual mail looked like this::
“Let me know on any Updates.
How can we retain this ? Any suggestions
Just put Description text in html tags.
<p>Let me know on any Updates.<br>
Using flow to send email after trigger event happens in CRM (date field updated) Not able to have my email shown as sender. Sender is always listed as Microsoft PowerApps and Flow <firstname.lastname@example.org>.
Not professional! Recipients don't recognize sender. Unlikely to open message.
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