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ReportIn 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.
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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.
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):
Hope this helps you.
Please mark the answer as verified if helpful. That will help others in future.
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