News and Announcements icon

Dynamics 365 CommunityForums Microsoft Dynamics 365 | Integration, Dataverse... In D365 CE/CRM, using ...

Microsoft Dynamics 365 | Integration, Dataverse...

Answered

In D365 CE/CRM, using Flows/PowerAutomate How to send Email Notification to Account Owner 7 and 14 days before his Account Expiration date

(0) Share

Report

Report

Posted on by Madhu M

50

In D365 CE/CRM, using Flows/PowerAutomate How to send Email Notification to Account Owner. 7 and 14 days before his Account Expiration date.

any help on this would be great.

All responses Img

All responses (1)

Answers Img

Answers (1)

Verified answer

Torrado 1,270 on at

Like (1)

Report
RE: In D365 CE/CRM, using Flows/PowerAutomate How to send Email Notification to Account Owner 7 and 14 days before his Account Expiration date

Hello,

You can create a recurrent Power Automate flow to retrieve the Accounts from Dynamics 365 with 7/14 days before the expiration and notify the Owner via email.

Please refer to this article as example (it's connecting with SharePoint, but for Dynamics 365 should be the same procedure):

https://www.c-sharpcorner.com/article/send-an-email-reminder-notification-based-on-expire-date-using-power-automate/

Hope this helps you.

Please mark the answer as verified if helpful. That will help others in future.

Helpful resources

News and Announcements

Announcing Category Subscriptions!

Quick Links

Leaderboard

#1

André Arnaud de Cal... 291,359 Super User 2024 Season 2

#2

Martin Dráb 230,370 Most Valuable Professional

#3

nmaenpaa 101,156

Leaderboard

Featured topics

Get batch job history log from D365 FO to Power Automate

Product updates

Dynamics 365 release plans