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Service | Customer Service, Contact Center, Fie...
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Workflow to send an email notification when a new user is added to Dynamics

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Posted on by 19

It is possible via a workflow to send out email notifications when new user is added to D365.  So if a new user is added I get an email notification and can then go into Dynamics and complete user setup such as changing BU, applying security roles etc.

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  • Community Member Profile Picture
    on at

    The short answer is yes, its possible.

    Longer answer: you would need to setup you mailbox server and a mailbox for a sender.  You might have more luck if you make a task for yourself and have a view of tasks on your login landing page (not sure if this would be very beneficial to you).

    You could also do this in flow/power automate.

  • MWhelan365 Profile Picture
    19 on at

    Sending the email is not the problem we just use generic No Reply mailboxes to send notifications - this issue is more around how to trigger the email send

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    Fubar Profile Picture
    2,761 on at

    You can do it via PowerAutomate Flow, Common Data Service create/update can pick up the push into System User.  You may also need to trigger on update (status changes if you have people that get licences removed etc and when they become active again you need to check BU etc)

    We use the create of System User via flow to set the users timezone when they are added to CRM (as we need its different to that on the Microsoft servers).

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