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Customer experience | Sales, Customer Insights,...
Suggested answer

Notify marketing when form is submitted

Posted on by 10

Hi,

How do i notify marketing/sales automatically when people submit a dynamics form?

  • LasseB Profile Picture
    LasseB 10 on at
    RE: Notify marketing when form is submitted

    Thanks, I will try to look into Power Atomate

  • Suggested answer
    yader.morales Profile Picture
    yader.morales 10 on at
    RE: Notify marketing when form is submitted

    Hello!

    I guess that maybe you can think about Power Automate for such scenarios. If you are able to list the entity where the "Dynamics form" is submitted, then you will be able to configure a "Send an email action" in order to notify particular users. If you're not familiar with Power Atomate here I share with you some links:

    docs.microsoft.com/.../connection-cds

    docs.microsoft.com/.../common-data-model-intro

    I hope this information helps you to achieve your goal with Dynamics 365 and Power Automate.

    Regards,

    Yader Morales.

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