Setting up automatic Email

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Posted on by Mladen Zelen

Is there a option to set up automatic email to be sent?? f.e. every time we post a purchase order or shipment, we would need to go to outlook and send template email?

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LeoAlt 16,331 Moderator on at

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Hi partner,

Yes, you could use D365 workflow to send email automatically with your requirement.

Go to Settings->Process and create a new workflow.

In entity list, select the entity in which you want to trigger the auto-send function.

Then we should set the trigger conditions and actions.

According to your description, you said that you want to send email when you post a new order, so we could set the condition as when a record is created.

Selet "send email" as your action. Click "set properties" and design your email content.

Finally save and active this workflow.

And another import thing is that if you want to send/receive emails in your instance, you should configure the exchange server in your instance first.

You could follow the steps in the below doc.

https://docs.microsoft.com/en-us/power-platform/admin/connect-exchange-online

Hope it helps.

Best Regards,

Leo

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Mladen Zelen 20 on at

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Leo,

Thank you for your answer.

Can you tell me is there a way to set up following:

I need Outlook to be automatically opened when the shipment is posted.

How do I set up this kind of flow?

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