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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
Dual Super User

@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.

 

@tnoordt

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

 

If this post helps you with your problem, please mark your as Accepted solution.If you like my response, please give it a Thumbs Up.

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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