Get a notification when a date in the future comes (Dynamics 365)

[phoenix_cluster]

Hi Guys,

I am looking to create an automated flow, which will send a notification (email for example) to a specified person when a date in the future arrives. The date is in Dynamics 365 under all 'Contacts' I have created. It is a date field with a date in it, always in the future. I am looking to create a flow which will automatically prompt me to do something once that date has been reached.

I cannot seem to find an appropriate trigger in Power Automate: Dataverse for that.

Thanks in advance!

[MarconettiMarco]

Hello @phoenix_cluster ,

you should use the Scheduled flow (with Recurrence equal to 1 per Day) and, as second action add a Dataverse "List rows" action by putting the filter you want to search for. I suggest to use the Fetch XML Query.

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BR,

Marco

[MarconettiMarco]

@phoenix_cluster here the Fetch XML (I grabbed the birthdate field as an example):

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BR,

Marco

[phoenix_cluster]

Amazing, thanks for your reply. Could you take a look at this screenshot if this makes sense? I added the email send action. I want it to include the customer full name and Unique ID, do I need to fetch it somehow in the steps beforehand? 

Thanks for your help.

[MarconettiMarco]

@phoenix_cluster ,

in the Fetch XML query please add the fetch without the first row and without "-".

Add the code like below:

<fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="false">
  <entity name="contact">
    <attribute name="fullname" />
    <attribute name="telephone1" />
    <attribute name="contactid" />
    <order attribute="fullname" descending="false" />
    <filter type="and">
      <condition attribute="birthdate" operator="on" value="2022-08-30" />
    </filter>
  </entity>
</fetch>

In regards of the Unique ID, are you referring to the GUID?

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BR,

Marco

[phoenix_cluster]

This is much better, it is sending indeed. Unfortunately, when I ask it to add two separate fields, it is not doing it (just leaves it blank. Please see the screenshot, the issue is that the uniqueID field in the Fetch XML is listed as srvsys_uniqueID, but in the email body it is just listed as uniqueid. Same with KYC review. Is that the issue here that it cannot 'find those fields'? If yes, can I manually specify to include the 'srvsys_uniqueID'?

Please also see how the Unique ID is presented under the 'Contact'.

[MarconettiMarco · Accepted solution]

Dear @phoenix_cluster ,

you should add those columns in your Fetch XML:

Download the Fetch, copy and paste it in Power Automate.

If I have answered your question, please mark my post as Solved.
If you like my response, please give it a Thumbs Up.

BR,

Marco