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Setting up automatic appointment reminders sending to customers

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Posted on by Zachary Wickard

Hello,

I feel like this is a super basic thing to do but I cannot figure out how to do it. I want to set up automatic appointment reminders in text messaging and email. I have tried to set up the following flow. Does anyone have any experience with this?

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Dengliang Li Microsoft Employee on at

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Hi,

I don't see the flow you created, could you edit the post to re-add it?

After an appointment record is created and saved in CRM, an email is sent to the attendees in the Required field.

Best Regards,
Dengliang Li

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Zachary Wickard 12 on at

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Apologies. I should have said this is for the field service module.
Here is the first part

Here is the second part.

What i need to happen is everytime there is a work order created it sends an email to the customer. I work with flows all the time but I am having trouble understanding the dataverse. I feel like I am close to a solution but I cant figure out where I am missing it.

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Dengliang Li Microsoft Employee on at

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Hi,

In the second step in the flow, it should be equal to the value of the option.

Best Regards,
Dengliang Li

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Zachary Wickard 12 on at

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How did you get to the edit choice screen?

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Dengliang Li Microsoft Employee on at

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Hi,

The steps are as follows.

Go to the Work Order table in the Power Apps portal.

Edit the System Staus column, entering the edit interface and clicking Edit Choice.

Best Regards,
Dengliang Li

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Dengliang Li Microsoft Employee on at

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Hi,

Has the issue been solved?
Have there been any updates? Please feel free to ask me if you have any questions!
If it has been resolved, can you mark the response as an answer?

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