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Jharana
Helper I
Helper I

Send reminder email to case record owner if case not modified last 48 hrs using Power Automate flows

Hi Experts,

 

I am stuck to do the above task , here my req is to get all case lists from dynamics crm online 9.2 which are not modified in last 48 hrs & send the reminder email to the owner of case record & in email it should list the table of case records so that owner will get an idea that all these cases are pending with him.

 

Where to start & how to do , anyone can help me on this ?

10 REPLIES 10
v-LilyW-msft
Community Support
Community Support

Hi @Jharana 

Does each owner have multiple records?

I set up a flow and please take a try with the following screenshots.

Assume my list like this and Title 1\3\5 don't modified for more than 48 hours. 

vLilyWmsft_2-1628667260931.png

Flow in details:

vLilyWmsft_0-1628651015387.png

vLilyWmsft_1-1628651015399.png

vLilyWmsft_2-1628651015401.png

vLilyWmsft_3-1628651015419.png

vLilyWmsft_4-1628651015421.png

vLilyWmsft_5-1628651015424.png

vLilyWmsft_6-1628651015428.png

vLilyWmsft_7-1628651015434.png

Then save and test Flow.

After flow runs, Lilywang and test2 will receive an email as below:

vLilyWmsft_9-1628652004596.png

vLilyWmsft_10-1628652024510.png

Hope the content above may help you.

Best Regards

If my solution helps, then please consider Accept it as the solution to help the other members find it more quickly.

Jharana
Helper I
Helper I

thumbnail_image001 (1).png

 

Hi Lily,

Thanks for your response.I am trying to do the 1st step to get the lists of case but getting bad request error. its failing.

Hi @Jharana 

There is ‘lt’ between Modified and the formula which means less than.

vLilyWmsft_0-1628659490126.png

Best Regards.

Jharana
Helper I
Helper I

Hi Lily,

 

Thank you now there's no error in flow i have selected like below & the next step what need to select in action like select variable or initialize or set variable ?

thumbnail_image006.png

 

Hi @Jharana 

Search select,then you will find the action:

vLilyWmsft_0-1628665284465.png

Best Regards.

 

Hi Lily,

After select in search then in From section what need to select or expression & Map values what is the use of this step not able to understand .

Any step by step method ?

thumbnail_image001 (2).png

Thanks,

Jharana

some how i managed to add value but email key value what need to provide ?

thumbnail_image008.png

thumbnail_image008.png

some how i managed to add value but email key value what need to provide ?

Hi @Jharana 

Sorry, because I don't have the license of Dynamics 365 (deprecated), so I can only use Sharepoint list to test.

Is there an email column in your list? If has, you can choose in the dynamic content.

vLilyWmsft_1-1628666879513.png

Because my list has Email column,so I can select it from the dynamic content.

vLilyWmsft_0-1628666688777.png

Best Regards.

 

Hi Lily,

 As of now i am doing one by one following above yes on e field we have owner field which is a lookup its containing name not the email address. Is anyone available from dynamics crm 365 side so that it can be helpful ?

 

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