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

Manish chauhanYouTube5 months ago106 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

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