Send e-mail to customer when note is added

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Posted on by mvdb

I have a form on my portal for customers where they can report problems, beneath the fields there is a notes-section where the customer and admin of the platform can exchange messages about the problem. As the customers won't check this notes-section themselves. I want to set up a flow that sends my customers an e-mail when I, the admin, add a new message to the notes-section. Is this possible?

My external users who log into my portal are stored in my standard table 'Contacts' and all my different portal users are defined as 'SYSTEM' this makes it hard to identify them and even harder to know which records (and also notes) are created by who. Can someone help?

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Hi mvdb,

As you mentioned, “My external users who log into my portal are stored in my standard table 'Contacts' and all my different portal users are defined as 'SYSTEM'”.

These contacts have same name in portal but have different emails, you just add contact lookup field to the entity form you need, and prepopulated the contact field with portal current user through Entity Form Metadata.

The following thread provides detailed steps for it:

(+) Portals - Populate a Contact lookup field with the currently logged in Contact on an Entity Form - Dynamics 365 General Forum Community Forum

Now, the contact lookup field can be filled automatically with portal current user when portal user creates one record.

Then you can use ‘Get Record’ action in flow to get the email address from the contact lookup field value.

Regards,

Leah Ju

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