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Hi All,
I want to know, how can email be send automatically from Dynamics.
Is there a way to configure Email type of Activity in such a way that it automatically send email when due date time is passed.
Thank you
Hi Jeff,
You can utilize workflow for this.
Please refer the below links and make adjustments as per your requirement
https://carldesouza.com/run-workflow-set-time-period-dynamics-365/
https://www.crmug.com/communities/community-home/digestviewer/viewthread?MessageKey=4def6ae8-4f52-49e0-9fad-0317076adc32&CommunityKey=dc83c23b-ede0-4070-ae7a-dd90859148a6&tab=digestviewer
Hi,
You can also use Power automate to send an email based on any field value.
Microsoft is suggesting/recommending to use Power automate instead of using classic workflow. However you can also use workflow as per your convenient.
www.crmsoftwareblog.com/.../
Please mark my answer verified if this is helpful!
Regards,
Bipin Kumar
Follow my Blog: xrmdynamicscrm.wordpress.com/
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