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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

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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.

  • Verified answer
    Torrado Profile Picture
    Torrado 1,270 on at
    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):

    Hope this helps you.

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

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