How to send Emails with Options in Dynamics 365 CRM using Power Automate – YouTube

Manish chauhanYouTube12 months ago299 Views



Learn how to effortlessly create and automate emails with actionable options in Dynamics 365 CRM using Power Automate. This comprehensive step-by-step tutorial showcases how to engage customers with interactive choices and dynamically add new records to entities based on their selections. Learn the power of conditional logic through Switch cases to streamline workflows and enhance your CRM automation processes. Perfect for anyone looking to optimize customer engagement and elevate their Power Platform skills!
•Note: Send an email with options action will wait for a response for up to 30 days.

The video consists of:
00:00-01:25 Intro and use case demo
01:25-06:03 Power automate flow creation step by step
06:03-06:55 Test the flow
06:55-07:34 Use of advance option in email action
07:34-08:31 demo of advance option configuration
08:31-09:12 outcome of our configuration

#dynamics365 #powerautomate #emailautomation #CRMWorkflow #microsoftpowerplatform #InteractiveEmails #dynamics365crm #automation #PowerAutomateFlow #EmailOptions #businessautomation #customerengagement #switch #techtutorial #dataverse #tutorial

source

0 Votes: 0 Upvotes, 0 Downvotes (0 Points)

Leave a reply

Join Us
  • X Network2.1K
  • LinkedIn3.8k
  • Bluesky0.5K
Support The Site
Events
December 2025
MTWTFSS
1 2 3 4 5 6 7
8 9 10 11 12 13 14
15 16 17 18 19 20 21
22 23 24 25 26 27 28
29 30 31     
« Nov   Jan »
Follow
Search
Popular Now
Loading

Signing-in 3 seconds...

Signing-up 3 seconds...

Discover more from 365 Community Online

Subscribe now to keep reading and get access to the full archive.

Continue reading