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Power Automate flow to send email connect d365 sales

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Posted on by Indhu

Hi,

I have never used power automate earlier, Requirement is I need to send email notification to Owner's of the record if the due date is Overdue. How can I achieve this in Power Automate. Like recurring every morning, this flow should run and check for the records which is overdue and send email notification. I googled everwhere but couldnt find the exact way

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What I need to select from here? Help

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Nya 29,060 on at

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Hi,

Please refer to my answer in the following issue:

(+) Automating the Opportunities Tab: Email Notification When Opportunity is 2 weeks from Est. Close Date - Dynamics 365 Sales Forum Community Forum

It is similar to your issue and you just need to remove the 14 days ahead condition in it.

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Indhu 55 on at

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Thanks Nya, thats really helpfull to get into power automate. What I have done is

1st Step Recurrence ( Interval 3min Frequency Minute) - For testing purpose

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2nd Step List Rows (connected to Dataverse and Action-> List rows)

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3rd step Apply to each (Value-> Overdue field(A calculation field which returns yes/No by checking if the due date is crossed))

Condition (overdue field -> Is equal to -> 'Overdue' text)

then send email.

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AriaConsulting 2 on at

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Looks correct to me. Are you getting an error?

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Indhu 55 on at

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Thanks for the reply

Is it ok I can add text "Overdue" in

Condition--> Overdue -> is equal to -> "Overdue"

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Nya 29,060 on at

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Hi,

It's something wrong with the condition.

It should be the due date equals to utcNow(), so that it allows to compare the time of the day with the due date to determine if it is overdue.

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Indhu 55 on at

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Actually I have two option set in Overdue Field- but when I try to check the value of overdue it shows True. It always fails.

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Nya 29,060 on at

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Hi,

Would you please tell me how the field Overdue get its value and if there is a field called like due date whose date type is date (or date and time)?

In my example, the condition is to compare the date and today's date. It has nothing to do with an option set.

So if there is a date field, there would be no need to use a two option field.

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Indhu 55 on at

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ok, I have a field

1. due date(data and time field)

2. Overdue - (calculated field to check if the status is completed and due date is less than today)- based on the check it returns Overdue / In

due value)- Two Option set field

what i did is -

create recurring cloud flow - then connected to Dataverse

then it asked me to enter odata/ fetch XML- I did fetch XML in Model driven app and pasted it here

then I am trying to send email.

Is it right??

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Indhu 55 on at

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.

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Nya 29,060 on at

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Hi,

There should be no need to use fetchXML for this flow.

If you still have any problems after trying it, you can let me know the entity you are currently using and I will attempt to write a full flow to share with you.

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