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Session Id :
Microsoft Dynamics 365 | Integration, Dataverse...
Answered

Generate an email when a Lead field is yes

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Posted on by 112

Hi 

I would like to send an email when the "Identify Decision Maker is completed" in Lead form.

image

Many Thanks

Cheers

HarHar

I have the same question (0)
  • Verified answer
    Sayen Zhang Profile Picture
    on at

    Hi HarHar,

    Here are the steps to send an email when the "Identify Decision Maker" is completed:

    1. Go to Power Apps home page: https://make.preview.powerapps.com/

    2. Select Lead in Tables

    3. Click Forms, select lead main form

    pastedimage1681788244071v1.png

    4. Add Decision Marker? in the main form.

    pastedimage1681788349802v2.png

    5. Save and publish.

    6. When the "Identify Decision Maker" is completed, the value of Decision Maker will change to completed.

    pastedimage1681795373836v1.png

    7. Select Advanced settings under gear of Power Apps home page.

    pastedimage1681794311980v3.png

    8. Expand Settings, select Processes under Process Center

    pastedimage1681794538577v4.png

    9. Select New and fill out the Process.

    pastedimage1681794695409v5.png

    10. Convert to a real-time workflow.

    pastedimage1681794824325v7.png

    11. Select "Scope", click Start when Record fields change.

    pastedimage1681794980953v8.png

    pastedimage1681794777546v6.png

    12. Add steps like:

    pastedimage1681795130586v9.png

    You can click "Set Properties" to set email.

    pastedimage1681795196014v10.png

    13. Save and activate.

    If you have any questions, you can also reply to let us know. Thank you!

    Best Regards,

    Sayen Zhang

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

  • HarHar Profile Picture
    112 on at

    Hi Sayen Zhang,

    Good morning.

    Thanks very much for quick response and appreciate the suggestion.

    I will have a try, keep you posted.

    Cheers

    HarHar

  • Verified answer
    Sayen Zhang Profile Picture
    on at

    Hi HarHar,

    No problem~ If you have questions, you can reply to let us know!

    Best Regards,

    Sayen Zhang

  • HarHar Profile Picture
    112 on at

    Hi Sayen,

    Bingo, it works.

    Really appreciate your great help.

    Cheers

    HarHar

  • Pamela Estrada Profile Picture
    5 on at

    hi Harhar,

    Thank you for sharing this information it is helpful for me on my this https://vnmodapkeditor.com/ project

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