Dynamics 365 Power Automate · Low Code No Code

{Dynamics 365 Power Automate}send automatic reminder email to opportunity owners if the opportunity modified-on date is more than 10 days

Requirement is to send an automatic reminder email to opportunity owners if the opportunity modified-on date is more than 10 days.

Step[1] Go to https://us.flow.microsoft.com/en-us/ and select the D365 environment.

Flow02

Step[2] Then click Create > Scheduled flow.

Flow03

Step[3] Enter the flow name and select the starting date, select Repeat every to 1 day. You can choose the starting date as the time when employees start working every day, or in the middle of the night.

Flow01

Then set flow as follow.

Overview:

Detail:

Among them,

  • The expression of “Filter Query” in “List records” is addDays(utcnow('yyyy-MM-ddTHH:mm:ssZ'),-10)

  • The expression of “Select an output from previous steps” in “Apply to each 2” is union(variables('Onwner'),variables('Onwner'))

  • The condition is items('Apply_to_each_2')

  • The expression in “Compose” is replace(body('Create_HTML_table'),'<table>','<table border="1" style="border-collapse:collapse">')

  • The expression of “Item identifier” in “Get record” is items('Apply_to_each_2')

The effect of this flow is that all the users who own opportunity records that “Modified On” field is 10 days ago will receive an email every day, it list the Opportunity records that “Modified On” field is 10 days ago .

flow04

Update:

I have exported the Flow and placed on github link below.
https://github.com/bipinshan/WorkWithCsharp

File Name-> Sendreminderemail_20200706100438.zip

Request to please download this zip and import it into your flow instance.

Original Community Forum Question – https://community.dynamics.com/365/sales/f/dynamics-365-for-sales-forum/394369/send-automatic-reminder-email-to-opportunity-owners-if-the-opportunity-modified-on-date-is-more-than-12-months?pifragment-108953=1#responses

Hope this helps!

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3 thoughts on “{Dynamics 365 Power Automate}send automatic reminder email to opportunity owners if the opportunity modified-on date is more than 10 days

  1. Dear Bipin,
    I would love to go throught the flow in detail, unfortunately the wordpress images (especially the owerviews) are so tiny, that I cannot read it. Is there a chance to upload the images with higher resolution?
    Kind regards, Tobi

    Like

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