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ReportHow can we automatically send and email to the email listed in the Sales Order Contact info?
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How can we automatically send and email to the email listed in the Sales Order Contact info?
Hi Rolo Chavez ,
You can send email using Workflow or using Power Automate flow on creation of order or on update of any field or status of order.
Refer below links to send email using Workflow in D365:
https://www.gestisoft.com/blog/set-up-dynamics-365-workflow-send-email#:~:text=Configuring%20Dynamics%20365%20Workflow%20Send%20Email%20By%20User&text=Go%20to%20the%20Options%20page,Sender%20email
https://2die4it.com/2020/07/02/send-e-mail-to-owners-of-record-with-cds-workflow/
Refer below links to send email using Power Automate Flow:
https://www.inogic.com/blog/2020/09/power-automate-send-an-email-using-the-email-template-part-2/
https://www.crmsoftwareblog.com/2020/01/send-dynamics-365-emails-from-power-automate/
I hope it helps,
Thanks.
Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365.
Hi Rolo,
the email listed in the Sales Order Contact info means 'Potential Customer' column in the order table?
There is only one 1:N relationship between contact and order tables:
If so, you can create one workflow to achieve it automatically:
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