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

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Posted on by Dribblej

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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

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LuHao 40,886 on at

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

Hi partner,

Has your problem been solved?

Please don't forget to click Yes under "Did this answer your question?" to close this thread.

Thanks.
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LuHao 40,886 on at

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

Hi Josh,

1. We only need an "Apply to each" step for List reocrds, but not need for Array.

So remove the first "Apply to each" step.

2. As mentioned in my answer above, Columns in the "Create HTML table" step should be Automatic. Since we have set the elements in the Array, we directly use the elements in the Array as columns.
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Bipin D365 28,981 Moderator on at

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

Hi,

You should use Expand Query in CDS to get Owner Full name. Check below links.

dynamicsbackpage.wordpress.com/.../

linnzawwin.blogspot.com/.../power-automate-list-records-use-expand.html

Please mark my answer verified if i were helpful
Dribblej 265 on at

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

Hi Hao,

My issue has not been fully resolved. I am struggling to get the full name of the user into the table. If I use the common data service steps I cannot use description and other fields because it pulls it in a code format. If I use dynamics steps then I can get everything but the Owner Full Name.

Here is what the result looks like.

I need a clean way to get the fields but also get the full name of the user. Within the dynamics entity the field of "Full Name" is gone so I need to use the CDS and dynamics at the same time in the flow. How can I do this?

I need help.

Josh
LuHao 40,886 on at

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

Hi Josh,

Has this problem been solved?

If so, please click Yes under "Did this answer your question?" to close this thread.
Dribblej 265 on at

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

.
LuHao 40,886 on at

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

Hi Josh,

As Bipin said, please remove the last comma in the "Append to array variable" step.
Bipin D365 28,981 Moderator on at

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

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
Dribblej 265 on at

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

Hi Hao,

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

How can I fix this?

Thank you again!!!
Dribblej 265 on at

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

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