Hi
I have a flow that runs on Task/Appointment creation. I have to send an email and set the regarding of email to the same regarding record for which task/appointment is set.
When I go to Create Email action, I can see all Regarding(Accounts), Regarding(Contacts) etc. I do not know what entity is Regarding on Task/Appointment.
I cannot do switch/case as there are so many entities. How do I set Regarding on Email from Task/Appointment?
You can set the regarding to a record of type Activity and Task/Appointment is activity type record.
Hi Thanks for the response. Task and Appointment may be set to regarding of an account.contact,lead or some custom entity. I want to set the new email also regarding to the same record. I do not want to set Email to regarding Appointment or Task.
If Appointment 1 has Regarding set to Account (MicroStrategy), I want to set Email Regarding = Account(MicroStrategy).
Hi, I am trying to do the same thing in my flow. I want to set the email regarding dynamically. Did you find a way to do this?
Dynamically to any record type.
I am using Microsoft Dataverse - Add a new row. Table name: Email Messages. I can see that when create a email message row, it list down all the regarding parameter individually.
Is there a way to populate the regarding dynamically? it that possible?
Thank you for your response. I was hoping there is a way to do this. My flow is using a generic trigger i.e. create of a record. I wish there is just one "Regarding" parameter where you can pass in a JSON string with an objectType and objectId. Then Microsoft can do what they need to do in the backend to set the correct regarding base on that object type. oh well.
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