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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!
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.
the left one:
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formatDateTime(outputs('Get_a_row_by_ID')?['body/estimatedclosedate'],'MM/dd/yyyy')
the right one:
formatDateTime(addDays(utcNow(), 14), 'MM/dd/yyyy')
