This is a quite common requirement from the business to send automated emails on some Dataverse record create/ update / delete using Microsoft No Code/ Low Code platform.
In this article, will explain about the below requirement step by step using Power Automate.
Requirement: Send an Email to Customer (Contact) when the contact record is created.
Step 15: Give the QueueId in Activity Party participationmask 1.
Place the cursor in the Contacts braces and Click on Insert dynamic content.
Step 16: Search for Contact and Click on Contact (Unique identifier of the contact).
After insertion,
Step 17: Enter the below text in the Description field. Place the cursor after Dear . Click on Insert Dynamic content.
Dear ,
Welcome to Arun Potti Corp! We’re excited to have you with us. Stay tuned for updates, insights, and exclusive content. Feel free to reach out with any questions—we’re happy to connect!
Best regards, Administrator
Step 18: Search for Full Name and Click on Full Name.
After insertion,
Step 19: Place the cursor on the Due Date and Click on Insert Expression.
Step 20: Enter the below expression and click on Add.
utcNow()
Step 21: Give the below text and place the cursor on Regarding (Contacts) in the braces. Click on Insert Dynamic content.
/contacts()
Step 22: Search for Contact and Click on Contact (Unique identifier of the contact).
After update,
Step 23: Give the below Subject.
Welcome to Arun Potti Corp!
Step 24: Click on Add a new row and update the Name to Create contact welcome email.
After update,
Step 25: Click on Save and after Save click on + icon to add new action.
Step 26: Search for Perform a bound action and click on it (Microsoft Dataverse -> Perform a bound action).
Step 27: Select the Table name as Email Messages. Choose the Action Name as SendEmail. Place the cursor in the Row IDfield. Click on Insert Dynamic content.
Step 28: Search for Email Message and Click on Email Message (Action: Create contact welcome email).
After insertion,
Step 29: Select the Item/IssueSend to Yes.
Step 30: Update the Action to Perform a bound action – Send Email and Click on Save.
Step 31: Once Power Automate is saved. Go to any Model-driven App. Create a new Contact record to test the welcome email flow.
Note: Make sure to provide the Email address when creating the Contact.
You will get the email once the flow executed successfully.
Hope you have successfully sent the email after creating the contact using Power Automate by following all the above steps.
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