Dynamics 365 Power Automate · Low Code No Code

{Dynamics 365 Power Automate} Notify Team members when Case record status changed

While working on one of the project we had the requirement to send an email to all team members of a specific team.

We have used Power Automate to achieve this requirement as OOB workflow does not provide capabilities to fetch all members from team.

Step – 1 Login to flow.microsoft.com and select appropriate environment.

Step – 2 Create new Automated flow from blank and select When record gets updated trigger. Select Scope, Entity and Environment.

flow06

Choose Attribute Filters as statecode on Case entity. This flow will be triggered when statecode i.e. Status Reason field value changed.

Step – 3 Use list records to fetch all members of a specific team. We will need to enter custom value in Entity as ‘teammemberships’ and add filter condition based on team id.

flow07

Step – 4 Add parse json steps to parse the result. Use below Schema to parse the response.

{
    “type”: “array”,
    “items”: {
        “type”: “object”,
        “properties”: {
            “@@odata.etag”: {
                “type”: “string”
            },
            “systemuserid”: {
                “type”: “string”
            },
            “versionnumber”: {
                “type”: “integer”
            },
            “teammembershipid”: {
                “type”: “string”
            },
            “teamid”: {
                “type”: “string”
            }
        },
        “required”: [
            “@@odata.etag”,
            “systemuserid”,
            “versionnumber”,
            “teammembershipid”,
            “teamid”
        ]
    }
}
flow08
Step – 4 Add apply each action to get Primary Email of User based on the systemuserid from list records steps.
flow09
Step – 5 Now add send email action to notify team members about the record status change.

flow10

After configuring above steps, click on save and test the flow. You should see mails are getting triggered to Team Members.

Hope this helps!

One thought on “{Dynamics 365 Power Automate} Notify Team members when Case record status changed

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s