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HI Everyone,
I need to send email to lead on click of button on lead form so can any one help me how to achieve this .
Who will be the sender and who will be the receiver in the email?
Hello
Create workflow to send an email.
www.azamba.com/.../
You can trigger workflow on field change , create custom two option field and set this field value to yes on button click and use this field as trigger in your workflow.
Add condition to check if value is yes then send an email and update the value to false once email is sent.
Thank you all for response .
If i need to go with code only than.
Lead owner to contact
Do you have contact lookup or only email address field on the lead form ?
Hi Amit,
I have both on lead form
this worked but i need html button
You can call the workflow from the custom button.
Just add a New button on the ribbon and call the workflow, when clicked on the button.
www.cloudfronts.com/.../
Also you can run the Power Automate flow as well as workflow as on demand that means this flow or workflow will be visible to the users and when they will click on it, it will run.
www.c5insight.com/.../easily-run-dynamics-365-crm-on-demand-workflows-in-power-automate.aspx
Thank you,
Amit katariya
Thank you For response Amit, but i need to use html button
Okay so where you want to add this button ? can you share some more information with screenshots ?
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