Flow with recurring email

[monty270311]

Hi,

I'm trying to find info if it's possible to have a flow that looks for quotes in Dynamics 365 that meet a certain criteria and email the owner of that quote. I know how to use the CDS to query the data and get a list of quotes, but I can't find a way to use the owners email address.

In short like this:

1. Get a list of Quotes

2. Iterate through the list and create an email for the owner of the quote

I haven't come across any examples of this, so maybe this isn't something that is possible?

[v-yamao-msft · Accepted solution]

Hi @monty270311 ,

Do you want to send an email to the quote owner if it matches certain criteria?

Dynamic content Owner will return a GUID, which is not able to be used as an email address.

We could get its profile information from entity Users.

Here I set up a flow likes below for your reference.

Filter Query is used to filter quotes that are created on Today.

Createdon ge 'utcNow('yyyy-MM-ddT00:00:00Z')'

Then add action Get record to get user info from Users entity, input the dynamic content Owner in the Item Identifier field.

In the action Send an email, select dynamic content Primary Email for the To field.

Best regards,

Mabel