How to send email to a lead once lead is created - CRM 365

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Posted on by Biswad

Hello everyone,

I'm currently working on a business process where an user fill up the enquiry form it gets created as a lead in our CRM 365. My task is to create a Process which will send an email confirmation to the email ID the newly created lead. I have created a process on Entity = Leads, and the condition is when Lead status = New and on the next step send email. However i'm unable to select email ID in "To" field of the email as "Leads Email ID". I'm very new to dynamics so please ignore if i'm missing something and guide me to a right direction on how can i achieve the above process.

Many thanks for your time.

Regards,

Biswa

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LuHao 40,892 on at

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Hi Biswad,

Please follow these steps.

1. Go to Advanced Settings > Processes, new. Select workflow and Lead.

2. In the workflow editor, select Scope to Organization. Add step "Send Email".

3. Click Set Propertie. Set the email as follow.

Please note that when you want to send an email to a contact or lead, the "To" field should be the contact or lead rather than its email address. (Only for D365 workflow, the "To" field in power automate is the email address)

4. Activate the workflow.

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Bipin D365 28,985 Moderator on at

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Hi,

have you created custom field Leads Email ID on lead entity?

You should use OOB email address field and set the TO field in workflow as described by Lu Hao.

If you are populating custom field from your enquiry form. You should create business rule to Update the email address field data from custom field to OOB.

When you set TO as lead in workflow, it will consider OOB email adress field. Custom field will not be considered and you will get error message.

If found helpful, Please mark my answer verified.

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Biswad 20 on at

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You are a Hero for me brother.. It work like a charm.. :) Thank you very much for your help...

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Biswad 20 on at

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Thanks for trying to help me out. We already have a leads email ID on lead entity. Hao's solution worked like a charm.

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