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MattP13
Resolver I
Resolver I

How to get Dynamics 365 records and filter records with empty Project Number fields. Create HTML table and Email

I'm trying to create a scheduled flow that will run every 2 weeks.

This flow will pull a list of Project Records from Dynamics 365 and filter the list to only contain records that

meet the following conditions met

   1. Status = Active  (FYI - the actual Field label is Status BUT the field name is statecode with an option value of 0 - Active or 1 - Inactive)

   2. Project Number Field is empty

 

If both those conditions are met, a HTML Table is created and then emailed to a user containing the Project Name, Date Created and link to the Project form in CRM for that particular record.

Currently the flow runs successfully but I do not receive any email. I'm pretty sure the issue lies somewhere in the middle of the flow.

Help me out fam!

 

Image of current flow:

Capture.PNG

Zoomed In Image of Current Flow:

Capture3.PNG

 

CRM Project Number Field:

Capture1.PNG

 

1 ACCEPTED SOLUTION

Accepted Solutions

@PowerBack19I actually figured it out. See image of flow below and the image of the result.

 

Scheduled Notification Flow.PNGCapture4.PNG

View solution in original post

4 REPLIES 4

@MattP13 - What account are you using for the "Send an Email (v2)" step? Is it a service account, your account, or some other account? If it's a different account, do you have permissions in Exchange to send emails on behalf of that account?

@PowerBack19I actually figured it out. See image of flow below and the image of the result.

 

Scheduled Notification Flow.PNGCapture4.PNG

One last thing, I would suggest you start using the Common Data Service connectors. The Dynamics 365 connectors are deprecated.

Thanks for the feedback, I will start doing so!

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