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Power automate create email, add attachment from notes and send (Dynamics 365)

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Posted on by dsammied

Hi

I have an attachment in Notes on my timeline - a word document.

I need to create an email, add the attachment and then send the email in Power Automate to a team from a user (owner).

The 'To' field is from a team, The 'From' field is a User, both records are already added to the form on the entity record when created. 

It errors saying 'Relationship between activityparty and team doesn't exist'.

I have tried

teams(triggerOutputs()?['body/_ehl_ehlteam_value'])

and

systemusers(triggerOutputs()?['body/_ownerid_value'])

I dont have access to any other tools in Power Automate other than the Dataverse.

Is there an easy way to do this. 

Many thanks,

  • Suggested answer
    Bipin D365 Profile Picture
    Bipin D365 28,964 Super User 2024 Season 1 on at
    RE: Power automate create email, add attachment from notes and send (Dynamics 365)

    Hi,

    Glad that it worked.

    Please mark my answer verified by clicking 'Yes' under 'Did this answer your question?'

    Please mark my answer verified if this is helpful!

    Regards,

    Bipin Kumar

    Follow my Blog: xrmdynamicscrm.wordpress.com/

  • dsammied Profile Picture
    dsammied on at
    RE: Power automate create email, add attachment from notes and send (Dynamics 365)

    I solved it, eventually, you have to add 'es' to make it plural when it ends in 's'

  • dsammied Profile Picture
    dsammied on at
    RE: Power automate create email, add attachment from notes and send (Dynamics 365)

    Hi, 

    I have updated the email to using the Queues

    Now my problem is the regarding entity, this is a custom entity and have notes and activity enabled.

    My error is 'Resource not found for the segment 'ehl_ehllicenceapplications' . '

    Any ideas?

    pastedimage1643020205090v1.png

  • Suggested answer
    Bipin D365 Profile Picture
    Bipin D365 28,964 Super User 2024 Season 1 on at
    RE: Power automate create email, add attachment from notes and send (Dynamics 365)

    Hi,

    You can not actually send email to Team because team does not have any Email Address field.

    Please see below post for more information -

    community.dynamics.com/.../how-to-send-email-to-team

    Suggestion is to use Queue instead of Team.

    Please mark my answer verified if this is helpful!

    Regards,

    Bipin Kumar

    Follow my Blog: xrmdynamicscrm.wordpress.com/

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