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How to email meeting notes directly from dynamics

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Posted on by bryans003

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Is it possible to send an email including meeting notes directly from dynamics? I have tried to use power automate but that is more of a notification tool, as i cannot edit the email's body each time a new meeting note is created.

I want to input the notes, and from there an email including the notes is sent to people of my choosing who may or may not be dynamics users. Without creating a report first.

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Hi bryans003,

Which app are you using, D365 Sales? And where does your meeting notes store, description or note?

Could your provide some screenshots for further help?

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