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How to send an automated email in Dataverse using Power Automate?

How to send an automated email in Dataverse using Power Automate?

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.

Follow the below steps.

Pre-requisites:

Step 1: Click on the below link to open Power Automate Maker portal.

https://make.powerautomate.com/

Step 2: Click on Environments, Click on the required Environment.

Screenshot of the Power Automate Maker portal showing options to create flows including Automated cloud flow, Instant cloud flow, and Scheduled cloud flow.

Step 3: Click on the Automated cloud flow.

Power Automate interface displaying options for creating a flow, including 'Automated cloud flow,' 'Instant cloud flow,' 'Scheduled cloud flow,' and various templates. The sidebar shows navigation options like Home, Create, Templates, and My flows, with a highlighted 'Automated cloud flow.'

Step 4: Give the Flow a name. Search for Dataverse. Select the When a row is added, modified or deleted option. Click on Create.

A screenshot of the Power Automate interface, showing the 'Build an automated cloud flow' dialog. It includes fields for naming the flow and selecting triggers from the Dataverse.

Step 5: Click on When a row is added, modified or deleted and choose the below options.

Change type	Added
Table name	Contacts
Scope	Organization

Power Automate interface displaying the setup for 'When a row is added, modified or deleted' trigger with parameters including Change type, Table name, and Scope.

Step 6: Click on + icon to add new Action.

Screenshot of the Power Automate interface showing the parameters for the 'When a row is added, modified or deleted' trigger, including options for Change type, Table name, and Scope.

Step 7: Search for Dataverse Add a new row. Click on Add a new row.

A screenshot of the Power Automate interface showing the action 'Add a new row' in the Dataverse section, with options for various actions listed below.

Step 8: Search for Email Messages Table name. Click on Email Messages.

Screenshot of the Power Automate interface showing the Add a new row action with a dropdown for selecting the Email Messages table.

Step 9: Click on the Drop down of the Advanced parameters.

Screenshot of the Power Automate interface showing the 'Add a new row' parameters for Email Messages.

Step 10: Search for the below parameters and select them. Click outside of the parameters popup once your selection is completed.

Note: If you want to add any other parameters, please select them.

Activity Parties	Will set From and To in the Activity Parties
Due Date	Give some date
Subject	Give some email subject
Description	Give some email body
Regarding (Contacts)	Give Contact GUID to this email

Screenshot of the Power Automate interface showing parameters for adding a new row, including fields for Activity Parties, Due Date, Subject, Description, and Regarding (Contacts).

Now you can see the list of all selected parameters appearing in the screen.

Screenshot of Power Automate interface showing the 'Add a new row' action for the 'Email Messages' table with parameters for Activity Parties, Description, Due Date, Regarding (Contacts), and Subject.

Step 11: Click on the T icon to switch to Input entire array.

A screenshot showing the 'Add a new row' interface in Power Automate with parameters for Email Messages, including sections for Advanced parameters, Activity Parties, Description, Due Date, Regarding (Contacts), and Subject.

Step 12: Enter the below information.

Participation Type Mask 1 is From field and 2 is To field in the email.

[
  {
    "participationtypemask": 1,
    "partyid@odata.bind": "/queues()"
  },
  {
    "participationtypemask": 2,
    "partyid@odata.bind": "/contacts()"
  }
]

Note: Click here to know more about Activity Party types for Email in Dynamics 365 CE.

Screenshot of the Power Automate interface showing the parameters for adding a new row, specifically the Activity Parties section with JSON details.

Step 13: Click on Switch to details inputs for the array item.

User interface displaying the 'Add a new row' function in Power Automate, showing parameters for Activity Parties.

Changed back to Switch to Input entire array.

Screenshot showing the Power Automate interface with parameters for adding a new row, including fields for Activity Party attributes.

Step 14: Get the Queue Id and Paste in the participationtypemask: 1

You can dynamically retrieve this value from Configuration Entity.

Note: Click on the article link to Configure donotreply email using Shared mailboxes in Dynamics 365 CE.

Power Automate Maker portal interface displaying a queue named 'DoNotReply' along with relevant details like type, incoming email, owner, and description.

Step 15: Give the QueueId in Activity Party participationmask 1.

Place the cursor in the Contacts braces and Click on Insert dynamic content.

Screenshot of the Power Automate interface showing the parameters for adding a new row and configuring activity parties for an email message.

Step 16: Search for Contact and Click on Contact (Unique identifier of the contact).

Interface for adding a new row in the Dataverse with parameters listed.

After insertion,

Screenshot of Power Automate interface showing parameters to add a new row with specified attributes.

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

User interface for adding a new row in Power Automate with parameters labeled, including a welcome email description.

Step 18: Search for Full Name and Click on Full Name.

Screenshot of the Power Automate interface showing the parameters section for adding a new row with various fields.

After insertion,

Screenshot of the Power Automate interface showing the parameters for adding a new row, including recipient details and email body.

Step 19: Place the cursor on the Due Date and Click on Insert Expression.

Screenshot of Power Automate showing the setup for adding a new row with parameters, including activity party, description, and due date.

Step 20: Enter the below expression and click on Add.

utcNow()

Screenshot of the Power Automate interface highlighting the parameters for adding a new row.

Step 21: Give the below text and place the cursor on Regarding (Contacts) in the braces. Click on Insert Dynamic content.

/contacts()

Screenshot showing the parameters for adding a new row in Microsoft Dataverse, including fields for Activity Party, Description, Due Date, and Subject.

Step 22: Search for Contact and Click on Contact (Unique identifier of the contact).

Screenshot of the Power Automate interface with fields for adding a new row, including parameters like Activity Party Attribute Name, Description, Due Date, and Regarding Contact.

After update,

Screenshot of the Power Automate interface showing parameters for adding a new row in the Dataverse.

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.

Screenshot of the Power Automate Maker interface showing parameters for adding a new row in the Email Messages table.

After update,

Screenshot of the Power Automate interface showing the configuration for sending a welcome email to a contact, including parameters for 'Email Messages' and 'Activity Parties'.

Step 25: Click on Save and after Save click on + icon to add new action.

Screenshot of the Power Automate interface showing the creation of a welcome email flow with parameters for 'Email Messages'.

Step 26: Search for Perform a bound action and click on it (Microsoft Dataverse -> Perform a bound action).

Screenshot of the Power Automate interface showing options to add a new action.

Step 27: Select the Table name as Email Messages.
Choose the Action Name as SendEmail.
Place the cursor in the Row ID field. Click on Insert Dynamic content.