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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / How to send an email b...
Customer experience | Sales, Customer Insights,...
Answered

How to send an email based on the field of a lead

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Posted on by Niheel 50

Hi all.

There is a date field in my lead entity.

I'd like to send a marketing email 7 days before this field.

Is it possible?

 

Happy new year!

I have the same question (0)
  • Verified answer
    Nya Profile Picture
    Nya 29,064 on at

    Hi Niheel,

    First of all, the marketing email cannot be sent to the leads directly since the to address can only be set with the email address of contacts or the records in the entities who have a 1:N relationship with Contact entity (e.g. Account).

    It can be referred to my answer in ( ) Send email to Account - Dynamics 365 Marketing Forum Community Forum.

    Maybe you'd like to send the email to the existing contact of the lead, but it is still not recommended cause that the existing contact is not a required field in Lead entity and for a contact there can be several child leads.

    So you cannot send marketing email based on the fields in Lead entity.

    What's more, according to your description, I think you need a notification email rather than a marketing email.

    If yes, you could consider to use Power Automate to achieve it.

    Take the example of the optimisedclosedate field in the Opportunity entity.

    1. Create a scheduled cloud flow and set it sun every day:

     Image

    1. List all opportunities.

     Image

    1. Get the records.

     Image

    1. Add a “Condition” into the step.

     Image

    1. Adjust the condition expressions as:

    the left one:

    formatDateTime(outputs('Get_a_row_by_ID')?['body/estimatedclosedate'],'MM/dd/yyyy')

    the right one:

    formatDateTime(addDays(utcNow(), 14), 'MM/dd/yyyy')
    1. Add a “Send an email notification” step and send the notification email to anyone you want.

     Image

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