Skip to main content

Notifications

Announcements

No record found.

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

Getting opportunity stage name in Power Automate

(0) ShareShare
ReportReport
Posted on by 154
In Sales Hub Dynamics 365, using Power Automate flows, you can automate the process of sending email templates to the owner of an Opportunity record when it transitions from one stage to another. For instance, when the Opportunity stage changes from /Qualify/ to /Propose,/ an email template is sent to the owner. Similarly, when the stage changes from /Propose/ to /Contact,/ another email template is sent. Finally, when the stage transitions to /Closed,/ a final email template is sent to notify the owner about the change. This automation streamlines the communication process during Opportunity progression in an efficient and organized manner.



here i have created the flow in that  i am getting the stageid not the stage name so i wanted to check using the stage name so i can use in switch case:
  • Suggested answer
    RudyZhang Profile Picture
    RudyZhang Microsoft Employee on at
    Getting opportunity stage name in Power Automate
    Hi,
     
    First of all, thank you for sharing useful information in the community, I have struggled with this kind of issue before and sometimes we even tried to change the BPF for this purpose.
     
    We believe this information will help more users with similar issues.
     
     
    Best Regards,
    Rudy Zhang

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Congratulations 2024 Spotlight Honorees!

Kudos to all of our 2024 community stars! 🎉

Meet the Top 10 leaders for December!

Congratulations to our December super stars! 🥳

Get Started Blogging in the Community

Hosted or syndicated blogging is available! ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,642 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,371 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans