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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Send email notificati...
Customer experience | Sales, Customer Insights,...
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Send email notification with record details same as the audit summary view

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Posted on by Maen.Moutaz 237

Hello All, 

I'm Using CRM 365 2016 on premise, I have requirement that when a user update or delete a record in the custom entity  the system automatically send email to the manager with the details as mentioned in the audit summary view EX:

The record (number) has been updated: (field name )from (old value) to (new value).

something like this.

How this could be done since ,I have tried to create a workflow send email step we can mention record number but we can't mention the old value and the new value.

Any ideas ,thanks in adv.

Maen.M

  • Marcel Lathouwers Profile Picture
    Marcel Lathouwers 168 on at
    RE: Send email notification with record details same as the audit summary view

    this is possible using power automate. All changes to the record will be saved in audit log record. Get the latest audit log record and use this in a dataverse  bound action step.

    you will get the old/new values in a json array.

    The blog mentioned before wil give you a very good starting point. But in this post they only retrieve one specific field

  • Esteban Coto Alfaro Profile Picture
    Esteban Coto Alfaro on at
    RE: Send email notification with record details same as the audit summary view

    Hello, I found a post that presents a similar case that could be of help: jukkaniiranen.com/.../

    Also attached the thread where it is proposed as a solution: community.dynamics.com/.../workflow---check-old-value-check-new-value -then-send-email / 451352

    Thanks!

    Community Support Team - Esteban

    If this Post helps, then please consider Accept as solution to help the other members find it more quickly.

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