Send Email with from Dynamics 365/ Dataverse using Power Automate with Email Message & Activity Party
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Dynamics 365 CE supports sending emails using server side synchronization. In this mechanism you can create an Email Message Record and Use a Bound Action to send the email message. Here No Outlook connector required to send email.
Follow the steps below how to create the Flow:
Step 1 – Create Trigger
Open Power Automate and create a new Automated Cloud Flow. The Business Scenario is, when a contact is created, an email should be sent to contact as welcome email.
Choose Table as Contact, Type as Added, Scope as Organization.
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Step 2 – Add Action to Create Email Message Record
Add a new action step and connect Dataverse with Add a new Row action. In add a new row action and choose the table as Email Message. Add below parameters with values.
Description | Dear Customer, We are excited to welcome you to our company. Thanks & Regards, Team |
Due Date | Created On (Dynamic Content from Previous Step) |
Regarding (Contacts) | Contact ID (Dynamic Content from Previous Step) |
Subject | Welcome Email – New |
Activity Party (Add New Item) | Choose Activity Party Attribute Name – 1 as 2 Activity Party Partyid@odata Attribute Value – 1 as /contacts(<Contact ID >) |
The flow step look like below.
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Activity Party 2 means Email To Address party. Below is a list of activity party values given for reference.
Activity party type | Value | Description |
---|---|---|
Sender | 1 | Specifies the sender. |
ToRecipient | 2 | Specifies the recipient in the To field. |
CCRecipient | 3 | Specifies the recipient in the Cc field. |
BccRecipient | 4 | Specifies the recipient in the Bcc field. |
RequiredAttendee | 5 | Specifies a required attendee. |
OptionalAttendee | 6 | Specifies an optional attendee. |
Organizer | 7 | Specifies the activity organizer. |
Regarding | 8 | Specifies the regarding item. |
Owner | 9 | Specifies the activity owner. |
Resource | 10 | Specifies a resource. |
Customer | 11 | Specifies a customer. |
ChatParticipant | 12 | Specifies a participant in a Teams chat. |
Related | 13 | Specifies one or more related records. |
Step 3 – Use Bound Action to Send Email
Add a new step with Dataverse Connector and use action Perform a Bound Action. In this step use table as Email Messages. Action as Send Email.
In Row ID select Dynamics content Email Message from previous step.
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The Final Flow looks like below.
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Now all Set. You can test.
Once you create a new contact you will see that the flow run successfully and an Email Activity created and sent in the system.
Hope this helps.