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Microsoft Dynamics 365 | Integration, Dataverse...
Answered

Create a Power Automate Flow to email Weekly tasks due in Dynamics 365

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Posted on by 265

Hello Everyone, 

I am trying to adjust this workflow template to email out every Monday morning a list of tasks that are due for the week. I think I need to edit something with the date format in the filter query but I can't get it right. It currently sends an email showing tasks that are due for today only. 

5127.Screen-Shot-2020_2D00_09_2D00_02-at-8.18.04-AM.png

Do I need to modify the "formatDateTime(utcNow(),'yyyy-MM-dd')" formula in first line the filter query?
Also do I need to edit the second line in the filter query of "formatDateTime(addDays(utcNow(),1),'yyyy-MM-dd')"?
Thank you if you can help me! I so appreciate it. 
All the best, 
Josh
I have the same question (0)
  • Suggested answer
    Dribblej Profile Picture
    265 on at

    I changed formatDateTime(addDays(utcNow(),1),'yyyy-MM-dd') to formatDateTime(addDays(utcNow(),7),'yyyy-MM-dd') and this seemed to work. 

  • Dribblej Profile Picture
    265 on at

    I am trying to add the "Owner" name of the activity to the report when it emails out. I added Owner but it is displaying a unique ID rather than the owner name. What field should I use?

    2084.Screen-Shot-2020_2D00_09_2D00_02-at-8.49.02-AM.png4885.Screen-Shot-2020_2D00_09_2D00_02-at-8.49.26-AM.png

    I need the field displayed the represent "owninguser" not "ownerid" but I cannot edit the code in the Microsoft flow app to pull the right field. It only gives me a read-only format. 

    1524.Screen-Shot-2020_2D00_09_2D00_02-at-8.59.47-AM.png

    It appears that "owninguser" cannot be modified to be searchable. 

    3426.Screen-Shot-2020_2D00_09_2D00_02-at-9.10.07-AM.png1780.Screen-Shot-2020_2D00_09_2D00_02-at-9.10.18-AM.png

    This seems like something I cannot change. 

    Does anyone have an idea how I can get "owninguser" to show up as a field in this emailed report that is a workflow?

  • Bipin D365 Profile Picture
    28,983 Moderator on at

    HI,

    I think you will need to add one more action which is get record and pass ownerid and then use full name from dynamic content from this action in create html action.

    docs.microsoft.com/.../

    Please mark my answer verified if i were helpful

  • LuHao Profile Picture
    40,892 on at

    Hi Josh,

    We will use "Get a record" step to get users name value, and use the columns in the html table as elements of the array.

    Plese see my flow.

    1602.pastedimage1599120504276v1.png

    The email is like this.

    3247.pastedimage1599120552243v2.png

    You need to add all required columns fields in the "Append to array variable" step.

  • Dribblej Profile Picture
    265 on at

    Hi Lu Hao,

    I am having trouble understanding where to add these steps. Here is a zoomed-out version of the flow I'm using. I cant start using "when a record is selected". I'm already pulling the activities. I just want to add a column to this table that is generated that includes the full name of the owner. 

    Thank you so much for your help 

    4401.Screen-Shot-2020_2D00_09_2D00_04-at-4.07.13-PM.png

  • Dribblej Profile Picture
    265 on at

    Hi Hao,

    Here is what I have done. I am only getting one error here.

    6403.Screen-Shot-2020_2D00_09_2D00_04-at-4.39.00-PM.png

    3022.Screen-Shot-2020_2D00_09_2D00_04-at-4.39.09-PM.png5023.Screen-Shot-2020_2D00_09_2D00_04-at-4.41.41-PM.png

    How can I fix this?

    Thank you again!!!

  • Bipin D365 Profile Picture
    28,983 Moderator on at

    Hi,

    You should remove last comma from Append to Array variable action to fix this issue.

    Please mark my answer verified if i were helpful

  • LuHao Profile Picture
    40,892 on at

    Hi Josh,

    As Bipin said, please remove the last comma in the "Append to array variable" step.

    5756.pastedimage1599311987925v1.png

  • Dribblej Profile Picture
    265 on at

    .

  • LuHao Profile Picture
    40,892 on at

    Hi Josh,

    Has this problem been solved?

    If so, please click Yes under "Did this answer your question?" to close this thread.

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