web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Answered

Scheduled workflow to send email everyday at 10Am

(0) ShareShare
ReportReport
Posted on by

Hey 

I need to do a workflow in the power automate that sends email to contacts who is an employee

I have a field called contact type in my contacts entity

so i have to send an email only id the contact type is equal to employee

Could you all please tell me step by step of how to do this because i am new to power automate

I had issue in assigning the optionset value of the contact type

Thanks in advance!!

I have the same question (0)
  • Suggested answer
    Bipin D365 Profile Picture
    28,981 Moderator on at
    RE: Scheduled workflow to send email everyday at 10Am

    Hi,

    You can check below article on how to send an email from power automate -

    linnzawwin.blogspot.com/.../send-email-from-dynamics-365cds-with.html

    Please mark my answer verified if this is helpful!

    Regards,

    Bipin Kumar

    Follow my Blog: xrmdynamicscrm.wordpress.com/

  • Community Member Profile Picture
    on at
    RE: Scheduled workflow to send email everyday at 10Am

    Thanks,

    But have one more doubt how to set an email message 

    i will be greatfull if you breif me that

  • Verified answer
    Bipin D365 Profile Picture
    28,981 Moderator on at
    RE: Scheduled workflow to send email everyday at 10Am

    Hi Manoj,

    Your syntax for list rows for optionset is incorrect. It should be as below

    new_contacttype eq 1

    You don't need single quote for the optionset value.

    We should also fetch only active record so add below condition too -

    (new_contacttype eq 1 and statecode eq 0)

    Please mark my answer verified if this is helpful!

    Regards,

    Bipin Kumar

    Follow my Blog: xrmdynamicscrm.wordpress.com/

  • Verified answer
    Manoj Mane Profile Picture
    1,020 on at
    RE: Scheduled workflow to send email everyday at 10Am

    Hi Akhila Pallerla ,


    You can create an Recurring Power Automate (MS Flow) 

    Please refer the below screenshot for the reference:- 
    1. Select the recurrence connector as a start of the flow which will run on a daily basis on a define time.

    pastedimage1648311779602v1.png


    2. You have to retrieve the List of Contact Records where contact type = "employee". So for that you can add filter condition in the filter rows refer the below screenshot.

    pastedimage1648311842644v2.png

    3. Add some validation check to check the we have retrieve the list of contact data.
    pastedimage1648312044394v5.png

    4.If we have data then Create an email message and send the email.
    pastedimage1648312120936v6.png


    Thanks,
    Manoj.

    Please mark this as VERIFIED if it helps. 

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Mansi Soni – Community Spotlight

We are honored to recognize Mansi Soni as our August 2025 Community…

Congratulations to the July Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Hamza H Profile Picture

Hamza H 141

#2
Daniyal Khaleel Profile Picture

Daniyal Khaleel 132

#3
DAnny3211 Profile Picture

DAnny3211 130

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans