Scheduled workflow to send email everyday at 10Am

(0) Share

Report

Posted on by Community Member Microsoft Employee

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!!

All responses (4)

Answers (2)

Suggested answer

Bipin D365 28,959 Super User 2024 Season 1 on at

Like (0)

Report

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 Microsoft Employee on at

Like (0)

Report

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 28,959 Super User 2024 Season 1 on at

Like (0)

Report

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 1,012 on at

Like (0)

Report

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.

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.

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

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

Thanks,
Manoj.

Please mark this as VERIFIED if it helps.