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Im trying to currently set up an auto email to be sent directly to a new lead when the details are uploaded to v9 Dynamics.
The idea is for me to create a MS contact form to be added to our website. once someone has filled out the form and submitted it, the details then transfer as a lead to Dynamics.
Once this data is in, i would like the system to auto generate a email thanking them for there enquiry and that a rep will make contact. (THIS IS THE BIT I AM STUCK WITH)
I have seen online that i might be able to use MS flows but its not clear.
I only want the Auto email to be sent out via leads that has come from the contact form. (i don't want an email to be sent out to every lead as we also input new details manually)
I know that Dynamics already has a lead template that i'm going to use.
Any ideas on how to get around this?
Sounds like you have a few options available:
When building out your flows, make sure you use the Common Data Service connector rather than the once specific to Dynamics 365 Customer Engagement - it provides more functionality and will be the designated connector in the future.
Hope this was helpful, and if so, just mark the answer as complete.
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