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WaleedBinAfzal
Level: Powered On

How to send reminder email of opportunity/task closing date coming to the owner of record of Dynamics 365 CRM using Microsoft Flow?

Hi,

 

I am working on Microsoft flow and its working fine to some extent. But there is a small issue which I am helpless how can I fix that. If anyone can fix that it would be great and my flow will start to work.

 

The flow is for sending a reminder on the due date to the owner of the task (Dynamics 365 CRM). It's working fine for one user (the one who made the flow) but I want to send the reminder to the owner of the record. And I have no idea how can I achieve this. Below is my flow. Any help would be highly appreciable. I am stuck here.

 

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3 REPLIES 3
Community Support Team
Community Support Team

Re: How to send reminder email of opportunity/task closing date coming to the owner of record of Dynamics 365 CRM using Microsoft Flow?

 

Hi @WaleedBinAfzal ,

 

You could get the email corresponding to the Owner through Get record action.

26.PNG

 

Best Regards,

Community Support Team _ Barry
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
WaleedBinAfzal
Level: Powered On

Re: How to send reminder email of opportunity/task closing date coming to the owner of record of Dynamics 365 CRM using Microsoft Flow?

@v-bacao-msft ,

 

that I am already doing (Get User Details) in my flow, check the images that I shared above. The thing is how to retrieve the user information after the apply to each loop in such a way that every user gets an email reminder of only the records related to them.

 

Still stuck here.

Community Support Team
Community Support Team

Re: How to send reminder email of opportunity/task closing date coming to the owner of record of Dynamics 365 CRM using Microsoft Flow?

 

Hi @WaleedBinAfzal ,

 

You need to get the user info contained in all records first, then remove the duplicates by the union() function.

Then iterate through these users, append the data of the record with the same user information to the array variable, and then create the HTML table.

When traversing these users, you need to empty the variables used to store the HTML table data after each traversal.

Like group by users, please check this blog and see if it helps:

http://johnliu.net/blog/2018/6/do-group-by-in-flow-with-two-simple-elegant-loops

Hope it makes sense.

 

Best Regards,

Community Support Team _ Barry
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

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