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.
Step[2] Then click Create > Scheduled flow.
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.
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 .
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!
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
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Hi Tobi,
Thanks for reading my blog.
I have exported the Flow and placed on github link below.
https://github.com/bipinshan/WorkWithCsharp
File Name-> Sendreminderemail_20200706100438.zip
Request you to please download this zip and import it into your flow instance.
Feel free to reach out if you need any help.
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