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ufgeorge
Helper II
Helper II

Power Automate flow send email and log to Dynamic CRM

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?

1 ACCEPTED SOLUTION

Accepted Solutions
Mira_Ghaly
Dual Super User II
Dual Super User II

@ufgeorge 

You need to set the regarding field as below:

Search for regarding Contacts, replace GUID with your contact GUID

Mira_Ghaly_0-1624489441081.png

 

 

 

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

View solution in original post

7 REPLIES 7
Mira_Ghaly
Dual Super User II
Dual Super User II

@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.

 

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

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.

ufgeorge_0-1624448607801.png

 

TKX.

 

George

Mira_Ghaly
Dual Super User II
Dual Super User II

@ufgeorge 

To add a timeline to a form: 

on the form designer click add component and choose Timeline.

Mira_Ghaly_0-1624447462362.png

 

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

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

Mira_Ghaly
Dual Super User II
Dual Super User II

@ufgeorge 

You need to set the regarding field as below:

Search for regarding Contacts, replace GUID with your contact GUID

Mira_Ghaly_0-1624489441081.png

 

 

 

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

View solution in original post

[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

Mira_Ghaly_0-1624489441081.png

[/quote]

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

Mglat
Advocate IV
Advocate IV

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

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