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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

6175.pastedimage1626224946870v1.png

What I need to select from here? Help

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Nya 29,058 on at

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RE: Power Automate flow to send email connect d365 sales

Hi,

The values for Status and Status Reason of Activity can be found in:

activitypointer EntityType (Microsoft.Dynamics.CRM) | Microsoft Docs
Indhu 55 on at

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RE: Power Automate flow to send email connect d365 sales

Ok In my enquiry table activityid is the GUID for Enquiry Records. I see a table Activity as well. So I added

So I dont see Status values, Bz even that is related to Activity table

also need to connect to user table to get the email id of the owner.

I never came across this so its hard for me to catch what you say.
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Nya 29,058 on at

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RE: Power Automate flow to send email connect d365 sales

Hi

Would you please tell me why you search the keyword "Acticty" in the first screenshot? Is the Enquiry entity an activity entity?

And for the value of status, can you see the ... button after the items?

Click it and the "View more", you'll see the value for each item.
Indhu 55 on at

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RE: Power Automate flow to send email connect d365 sales

I have added Row Unique Id which is Activity ID here, still I see that warning. My predecessor created this type and I couldn't understand why he relates to activity table. Both ID and State code for Enquiry status is related.

Also when i try to find the value of Enquiry Status, which is called State code, but its showing activity status and couldn't see value of it

So much confusion because my predecessor created it and no KT for me either.
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Nya 29,058 on at

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RE: Power Automate flow to send email connect d365 sales

Hi,

The Row ID has still not been modified as my above answer. It should be the id of the Enquiry.

And the value of the status should be a number.

It depends on the option values of the field.

For example, here is the status of Lead. The value of status – contacted is 2.
Indhu 55 on at

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RE: Power Automate flow to send email connect d365 sales

Also in the condition check i want to add 1 more condition --> Enquiry status(option set field)-> IS NOT EQUAL TO -> 'Completed' - can I write completed as normal text or any special
Nya 29,058 on at

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RE: Power Automate flow to send email connect d365 sales

Hi,

According to the error message, it should be something wrong in the step to get the value of the records with id.

Could you please expand the last step to show me the details?
Indhu 55 on at

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RE: Power Automate flow to send email connect d365 sales

I did all the modifications. but still it is getting failed. I need to send email to overdue records so I believe it should be is less than

Thank you for your patience. Much thanks to you. can you help me in resolving this
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Nya 29,058 on at

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RE: Power Automate flow to send email connect d365 sales

Hi,

The direction is right.

However, there are some details which should be modified.

The format of the due date should be adjusted as something like:

formatDateTime(outputs('Get_a_row_by_ID')?['body/duedate'],'MM/dd/yyyy')

in order to compare them.

The part - outputs('Get_a_row_by_ID')?['body/duedate' is the dynamic content you're using in the screenshot, so it do not need to type manually.

Also, the format of today’s date should be:

formatDateTime(utcNow(), 'MM/dd/yyyy')

In the step - Get a row by ID, the row ID should be filled with the unique identifier of the entity you’re using instead of the due date. Here is an example of opportunity entity.

The “is less than or equal to” means that even if it has overdue, it will still send an email to the contact you have filled in. If you just want to send an email only once on the day of the overdue, you should select "is equal to". This is determined by your requirements.
Indhu 55 on at

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RE: Power Automate flow to send email connect d365 sales

to check if the record is overdue -> Condition "DueDate-> is less than or equal to <- utcNow()" AND "Enquiry Status -> is not equal to <- Completed" will it work?

Apply to each 2 --- Select an output from previous steps--> value is 'duedate' field

Testing:

Am I going in right direction??