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tnoordt
Regular Visitor

I want to create a flow in planner that triggers an automated email to be sent to client when the due date is updated

We are switching from using a previous CRM product to using TEAMS for our customer follow up.  Our previous system, prompted to send an email when the sales stages changed.  In TEAMS Planner I would like to do the same type of thing when the due date is changed (having a flow to prompt an email phase).  How would I go about planning

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Mira_Ghaly
Dual Super User II
Dual Super User II

@tnoordt 

Do you mean when the due date is changed on one on the tasks?

 

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tnoordt
Regular Visitor

Yes.  I'd like to have a change in the due date prompt the members of my sales team to send automated emails to their clients, or some variation of this.

 

Mira_Ghaly
Dual Super User II
Dual Super User II

@tnoordt

This is not yet available in planner but it is an idea that the product team is currently working on.

 

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Blog: here

That would be a great add.  How would we be notified when they work this out and it is made available?

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