Email schedule in dynamics 365

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Posted on by Sumaira Noor

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Hello Community Experts,

There is a requirement where i need to collect few leads and schedule email to only those set of leads, how do i achieve this

Kindly guide

Best regards,

Sumaira Noor

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LuHao 40,892 on at

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Hi Sumaira,

We can do it using Advanced Find.

First we need to create a email template.

Go to personal settings, under Email Templates tab, new.

Then open Advanced Find, select Look For to Leads, set up filter to search for the Leads you want. Click Result button.

2) Select Leads that you want to send email, click Send Direct Email button. Select the email template you created. Click Send.

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Sumaira Noor 1,085 on at

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Thanks for the response Lu, but they want the mail to be scheduled so that it automatically sends mail to the set of leads every 15 days

Is it possible using flows?

Kindly guide

Best Regards,

Sumaira Noor

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LuHao 40,892 on at

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Hi Sumaira,

We will use Power Automate to send emails.

Log in to https://us.flow.microsoft.com/en-us/, create a scheduled flow.

Type name, select time and every 15 days.

New step, search for List records (D365) and select it, then select organization name and Leads. Show advanced options, you could add some filter for leads. (Use the name of the fields instead of the display name.)



New step, search for Send an Email and select Send an email (V2). In the To field, click Add dynamic content and select Email. Then type Subject and Body, you could select fields in them.



Save and Test. See if the leads will recrive the email.



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Sumaira Noor 1,085 on at

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Thanks a lot Lu

Mails are going in spam folder, could you please guide on how to solve that issue?

Please guide

Best regards,

Sumaira Noor

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LuHao 40,892 on at

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Hi Sumaira,

Please refer to these articles.

support.office.com/.../overview-of-the-junk-email-filter-5ae3ea8e-cf41-4fa0-b02a-3b96e21de089

answers.microsoft.com/.../9f2a188a-a2a1-416f-9e86-9084e5b7b6d8

appuals.com/.../

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Sumaira Noor 1,085 on at

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Thanks a lot for the links Lu

I have one more question

Suppose we have two users apart from me, when the above flow is triggered, it sends mail only from my email address, leads present in those two users instance will also receive mail from my ID only.

i want lead to receive mail from their respective owners

I tried specifying the dynamic owner name in the from field, but it is looping twice and that actually didn't work, it sent single mail 10-12 times to a single lead

Kindly guide,

Best Regards

Sumaira Noor

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anderson.cains 5 on at

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Thanks. I had similar question. It was quite helpful.

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LuHao 40,892 on at

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Hi Sumaira,

We need to add a Get Record (Common Data Service) action before the Send Email in the Apply to each.

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