How to Use Power Automate for Email Attachments in Dynamics

The blog post from Fredrik Engseth shares valuable information on how to create and send emails with attachments using Power Automate (alias known - Flow) and Dynamics 365/Dataverse. He emphasizes the benefits of tracking emails, a feature not accessible with an Outlook connector. He thoroughly explains the process to create an email, insert attachments, and sending it inside D365/Dataverse which allows it to be monitored.

This informative guide requires a basic understanding of Dataverse, Dynamics 365, and Power Automate. He presents a step-by-step tutorial that starts with manually triggering a flow and specifies parameters. Eventually, he shared methods to generate a naming convention for documents created.

The process continues with setting up an email activity pointer for sending emails. It includes the configuration of the sender and recipient's details. The blog post provides comprehensive insights into creating attachments to these emails by creating a file and relating this to the email message. Furthermore, the file is linked via the Dataverse connector. He goes on to disclose how to send this email using a bound action in the Dataverse system.

The blog further shows a GIF to portray the appearance when the flow executes and the result in Dynamics. To cap it off, he discusses specifically how to establish attachments to emails via Dataverse connector, enriching the email's visual appeal in the timeline in Dynamics 365. You can read more about this by visiting here.

Further Insights

Automation tools like Flow have revolutionized Dynamics 365/Dataverse by streamlining email tracking and attachment process. It offers businesses a seamless approach to monitor emails. The meticulous way of creating and sending emails with attachments ensures that each step is traceable, a feature hitherto impossible through other email connectors. Moreover, power automate eases the task of generating and naming documents and their inclusion in emails as attachments. Meanwhile, the Dataverse connector has made the interaction of emails and attachments unproblematic by binding them together. Thereby, it fosters a better experience in Dynamics 365, dependable on rich visuals.

Read the full article Step-by-Step Guide: How to Use Power Automate to Create and Send Emails with Attachments in Dynamics

Learn about Step-by-Step Guide: How to Use Power Automate to Create and Send Emails with Attachments in Dynamics

For the purpose of understanding the steps provided in the text on how to use Power Automate to create and send emails with attachments using Dynamic 365 or Dataverse, you might want to undertake thorough training programs. These include courses on Power Automate, Dynamic 365, and Dataverse, which will explain, among other things, how to track emails.

These are the prerequisites before you get started:

• Familiarity with Dataverse
• Familiarity with Dynamic 365
• Familiarity with Power Automate
• Setup of a system environment configured for sending emails

The following example explains the core of the procedure, based on the flow from the Power App Award Generator. If you have any queries, the related course links provided for each stage can clarify them.

Step 1: The trigger underlying the example is the manual initiation of a flow using parameters defined in the blog post- Power App Award Generator. The parameters are used to populate the Word Template. More info here.

Step 2: This phase involves creating a naming convention for the generated documents. The expression in the Compose action outputs this template.

Step 3: At this stage, the email activity pointer necessary for sending emails is created. It specifies the sender as well as the receiver of the email. The email can be sent without tracking, or it can be tracked to a contact and sent through a system user rather than a queue.

Step 4: The next action is the creation of a file that will be attached to the email. This requires the template from the earlier post, which uses a different trigger parameter. For a detailed explanation, visit the original post here.

Step 5: Subsequently, the creation of an email message to which the attachment will be related is needed.

Step 6: Next, it's necessary to establish the generated document in OneDrive as an attachment in Dataverse by following the steps outlined.

In the end, the email message with the attached file needs to be sent. With the Dataverse Perform a bound action, you can do this. More information is available here.

Upon sending the email with Dataverse, you'll be able to see the flow runs and how it looks in Dynamics. A final snapshot of the whole process is available here.

In conclusion, the creation of email attachments via the Dataverse connector has now been accomplished.

For additional content, click here.

Remember, the provided explanations and course links should answer all queries on the subject. So, get the ball rolling and start automating your email creation and sending process using Dynamic 365 or Dataverse!

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