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Saurabh-704
Helper III
Helper III

How to send email reminder from Dynamic365 using flows

Hello ALL!!

I want to create remainder mail from D365, like their is one "Remainder" field which  is of Date datatype(calendar) In Lead entity.

Here we need to select one date. So what I want is like whenever that selected date approaches that day at morning or before one day we should receive remainder mail.

So can anyone help me with these?!

Note: Remainder field is optional.

 

Thanks in advance !!

1 ACCEPTED SOLUTION

Accepted Solutions
JohnAageAnderse
Memorable Member
Memorable Member

Hello @Saurabh-704 

 

Sounds like you want to have a Recurrent flow that runs every day and gets all Lead entities, which are active? and which has a Remainder (Reminder?) date set and the date is equal to today + X days.

 

The flow then loops (Apply to each) through each Lead entity and sends out a reminder.

 

The above will tell me to use the following triggers and actions:

Recurrence trigger set to run every day at 08:00 local time.

Get Lead entities with Filter Query set to include only active entities and Reminder ne null and Reminder date eq "formatDateTime(addDays(utcNow(), X),'yyyy-MM-dd')' (< is an expression in single quotes)!

Apply to each on the output from Get Lead entities

Send email inside the Apply to each with information about the Lead entity

 

Hope this helps, Kind regards, John

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3 REPLIES 3
JohnAageAnderse
Memorable Member
Memorable Member

Hello @Saurabh-704 

 

Sounds like you want to have a Recurrent flow that runs every day and gets all Lead entities, which are active? and which has a Remainder (Reminder?) date set and the date is equal to today + X days.

 

The flow then loops (Apply to each) through each Lead entity and sends out a reminder.

 

The above will tell me to use the following triggers and actions:

Recurrence trigger set to run every day at 08:00 local time.

Get Lead entities with Filter Query set to include only active entities and Reminder ne null and Reminder date eq "formatDateTime(addDays(utcNow(), X),'yyyy-MM-dd')' (< is an expression in single quotes)!

Apply to each on the output from Get Lead entities

Send email inside the Apply to each with information about the Lead entity

 

Hope this helps, Kind regards, John

Thank you @JohnAageAnderse , for your response.

One small doubt,

I have given the below condition

D365XML.png

 

And after that I have downloaded the fetchXML file :

D3651.png

So my doubt is do I need to put the expression in place of "new_remainder" while mentioning in flow?! and did I gave the right condition?

Waiting for your response!

Thanks in advance!!

Hi @Saurabh-704 ,

 

When you place the date from advanced find it will show up as value in fetchxml like this 

<condition attribute ="remainder" operator="on" value"07-28-2020"/>

 

The value part needs to be replaced using the expression @JohnAageAnderse mentioned.

 

Thanks

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