Power Automate flow send email and log to Dynamic CRM

[ufgeorge]

I create a flow to send email to Contact.

But I notice the email did not have log in CRM.

So I don't know when send the email.

It is not possible to find it from flow history since it is daily job.

So is it possible to log the send email to Dynamic CRM?

[Mira_Ghaly]

@ufgeorge 

How you are sending the email ? which connector are you using?

To be able to view the email in Dynamics CRM as an Activity

You need to create an Email record using DataVerse connector Add a row in a table , then call the Action: Perform a bound action and choose send email.

[ufgeorge]

Thanks.

I think I just need to add a note to timeline of this contact

Could you tell me how?

I try to "add a new row", no error but I don't see notes in timeline of contact.

TKX.

George

[Mira_Ghaly]

@ufgeorge 

To add a timeline to a form: 

on the form designer click add component and choose Timeline.

[ufgeorge]

Sorry, I mean add note to timeline of contact by Power automate flow.

[Mira_Ghaly · Accepted solution]

@ufgeorge 

You need to set the regarding field as below:

Search for regarding Contacts, replace GUID with your contact GUID

[Syndicate_Admin]

[quote user="Power Platform Communities"]

@ufgeorge

You need to set the regarding field as below:

Search for regarding Contacts, replace GUID with your contact GUID

[/quote]

Just what I needed, worked a treat, thank you!

[Mglat]

Still feels odd to mail something outside Crm and then create a note that you did. Mailing it from CRM makes much more sense