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Send email when case is created using dynamic values

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Posted on by CharlG

Hi,

I'm trying to create a workflow to send an email to our support team indicating that a new case has been created. The problem I have is that some of the dynamic values are not pulling the information from the case - Account (Customer), Contact (Name and email).

This is the Flow:

4431.Flow.png

This is the result:

4130.Crm.png

Ideally, all we want to see, is the Contact (Name and Email) and Account (Customer) accoiciated with that case

Kind Regards

Charl

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Abdul Wahab 12,119 Moderator on at

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Hi CharlG,

You need more Get a row by ID components to retrieve

Name and Email from contact by using Contact (Value)

Customer from the account by using Customer (Value)

to allocate these dynamics values in the email.

If I answer your question then please mark it as verified.

Let me know if I can provide you with more details.

Thanks
Regards,

Abdul Wahab
Power Platform & Customer Engagement Developer/Lead/Solution Architecture/Project Manager
Direct/WhatsApp:+923323281237
E-mail: abdulwahabubit@outlook.com
Skype: abdul.wahabubit
Linkedin: www.linkedin.com/.../

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CharlG 5 on at

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Hi Abdul,

Thank you for such a quick response!

I tried the following:

Add two more 'Get a row by ID' steps, one with Contact (Value) and one with Customer (Value)

Added Contact (Value) and Customer (Value) within the one 'Get a row by ID' .

Both of these failed :(

Can you please give me an example of the flow?

Kind Regards

Charl

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Abdul Wahab 12,119 Moderator on at

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Hi CharlG,

I need screenshots of what have added. what error are you facing?

If I answer your question then please mark it as verified.

Let me know if I can provide you with more details.

Thanks
Regards,

Abdul Wahab
Power Platform & Customer Engagement Developer/Lead/Solution Architecture/Project Manager
Direct/WhatsApp:+923323281237
E-mail: abdulwahabubit@outlook.com
Skype: abdul.wahabubit
Linkedin: www.linkedin.com/.../

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CharlG 5 on at

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Hi Abdul,

See the below:

Error:

Kind Regards

Charl

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Abdul Wahab 12,119 Moderator on at

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Hi Charl,

Add two more 'Get a row by ID' components to retrieve

Name and Email from contact by using Contact (Value)

table name: Contact

Row Id: Contact (Value)

Customer from the account by using Customer (Value)

table name: Account

Row Id: Customer (Value)

to allocate these dynamics values in the email.

If I answer your question then please mark it as verified.

Let me know if I can provide you with more details.

Thanks
Regards,

Abdul Wahab
Power Platform & Customer Engagement Developer/Lead/Solution Architecture/Project Manager
Direct/WhatsApp:+923323281237
E-mail: abdulwahabubit@outlook.com
Skype: abdul.wahabubit
Linkedin: www.linkedin.com/.../

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CharlG 5 on at

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Thanks Abdul,

I tried this with the Customer value first but it output a number instead - see below output

Regards

Charl

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Abdul Wahab 12,119 Moderator on at

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Hi CharlG ,

Share screenshots of 'power automate' lol.

If I answer your question then please mark it as verified.

Let me know if I can provide you with more details.

Thanks
Regards,

Abdul Wahab
Power Platform & Customer Engagement Developer/Lead/Solution Architecture/Project Manager
Direct/WhatsApp:+923323281237
E-mail: abdulwahabubit@outlook.com
Skype: abdul.wahabubit
Linkedin: www.linkedin.com/.../

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