This is a quite common requirement from the business to send automated emails on some Dataverse record create/ update / delete using Microsoft No Code/ Low Code platform.
In this article, will explain about the below requirement step by step using Power Automate.
Requirement: Send an Email to Customer (Contact) when the contact record is created.
Follow the below steps.
Pre-requisites:
Configure donotreply email using Shared mailboxes in Dynamics 365 CE
Understanding
This is a quite common requirement from the business to send automated emails on some Dataverse record create/ update / delete using Microsoft No Code/ Low Code platform.
In this article, will explain about the below requirement step by step using Power Automate.
Requirement: Send an Email to Customer (Contact) when the contact record is created.
Step 15: Give the QueueId in Activity Party participationmask 1.
Place the cursor in the Contacts braces and Click on Insert dynamic content.
Step 16: Search for Contact and Click on Contact (Unique identifier of the contact).
After insertion,
Step 17: Enter the below text in the Description field. Place the cursor after Dear . Click on Insert Dynamic content.
Dear ,
Welcome to Arun Potti Corp! Weâre excited to have you with us. Stay tuned for updates, insights, and exclusive content. Feel free to reach out with any questionsâweâre happy to connect!
Best regards, Administrator
Step 18: Search for Full Name and Click on Full Name.
After insertion,
Step 19: Place the cursor on the Due Date and Click on Insert Expression.
Step 20: Enter the below expression and click on Add.
utcNow()
Step 21: Give the below text and place the cursor on Regarding (Contacts) in the braces. Click on Insert Dynamic content.
/contacts()
Step 22: Search for Contact and Click on Contact (Unique identifier of the contact).
After update,
Step 23: Give the below Subject.
Welcome to Arun Potti Corp!
Step 24: Click on Add a new row and update the Name to Create contact welcome email.
After update,
Step 25: Click on Save and after Save click on + icon to add new action.
Step 26: Search for Perform a bound action and click on it (Microsoft Dataverse -> Perform a bound action).
Step 27: Select the Table name as Email Messages. Choose the Action Name as SendEmail. Place the cursor in the Row IDfield. Click on Insert Dynamic content.
Step 28: Search for Email Message and Click on Email Message (Action: Create contact welcome email).
After insertion,
Step 29: Select the Item/IssueSend to Yes.
Step 30: Update the Action to Perform a bound action â Send Email and Click on Save.
Step 31: Once Power Automate is saved. Go to any Model-driven App. Create a new Contact record to test the welcome email flow.
Note: Make sure to provide the Email address when creating the Contact.
You will get the email once the flow executed successfully.
Hope you have successfully sent the email after creating the contact using Power Automate by following all the above steps.
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Dynamics 365 Customer Engagement includes 11 distinct activity party types. These types are represented as integer values within the ActivityParty.ParticipationTypeMask attribute.
Below is a table detailing each activity party type, its corresponding integer value, and a brief description.
Activity party typeValueDescriptionSender1Specifies the sender.ToRecipient (To)2Specifies the recipient in the To field.CCRecipient (CC)3Specifies the recipient in the Cc field.BccRecipient (BCC)
Dynamics 365 Customer Engagement includes 11 distinct activity party types. These types are represented as integer values within the ActivityParty.ParticipationTypeMask attribute.
Below is a table detailing each activity party type, its corresponding integer value, and a brief description.
Activity party type
Value
Description
Sender
1
Specifies the sender.
ToRecipient (To)
2
Specifies the recipient in the To field.
CCRecipient (CC)
3
Specifies the recipient in the Cc field.
BccRecipient (BCC)
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.
Activity Party Types available for each activity: Custom activities in Dynamics 365 Customer Engagement support all activity party types. Other activities do not support each type. To link an activity party type to an activity, use the specific attribute for that activity. For example, to set an Organizer for an appointment, add the ActivityParty type value to the Appointment.Organizer attribute.
To choose which email address to use for sending or replying to emails to the activity party, set the ActivityParty.AddressUsed attribute.
The table below shows which activity party types are supported for each activity and the corresponding attributes to specify them.
This is a quite common requirement in Dynamics 365 CE to send emails from a common email like donotreply or noreply or any other common name to all the users from Dynamics 365 CE.
So, we can use Shared Mailboxes for this purpose. This shared mailbox is a type of user mailbox that doesnât have its own username and password and does not require any extra license as well.
In this article, will explain step by step, how to create Shared Mailbox in Microsoft 365 admin center and configu
This is a quite common requirement in Dynamics 365 CE to send emails from a common email like donotreply or noreply or any other common name to all the users from Dynamics 365 CE.
So, we can use Shared Mailboxes for this purpose. This shared mailbox is a type of user mailbox that doesnât have its own username and password and does not require any extra license as well.
In this article, will explain step by step, how to create Shared Mailbox in Microsoft 365 admin center and configure a Queue in Dynamics and send emails using it.
Pre-requisites:
You must have Global Administrator or Exchange Administrator on Microsoft 365 Admin Center.
You must have System Administrator on Microsoft Dynamics 365 CE.
Follow the below steps.
Step 1: Click on the below link to open Microsoft 365 admin center using your existing Dynamics 365 CE credentials.
Login
