Hello everyone,
I am planning to build a flow with DCRM 365 for the Leads entity.
Firstly, the plan is I have an entity called User Countries Services that contains the following columns:
- Email Contact (Lookup from Contact to get emails).
- Country(Option Set).
- Sub-grid of Services Names (For multiple selections).
I have another entity2 where the Services Names exists.
In the Leads entity, I have a sub-grid that is a lookup to get Services Names information from entity2.
What I want to achieve is the following:
E.g. in User Countries Services I have an email:test@microsoft.com, country: US, services names: Development, IT outsourcing.
Another email:test2, country: Canada, services name: Cloud Solutions.
Instantly when I update a record in the Lead entity and the chosen country is the US and the chosen services are Development and IT Outsourcing from the sub-grid.
I want to send an email to the related person that matches those related services from User Countries Services.
Same process for the other email if the chosen country is Canada and the selected service is cloud solutions. I want to send an email for this user that matches the service name value between those 2 entities.
Recently, I have created a flow that will pull data from the sub-grid in the Lead entity and some other fields to send the data details in an email.
Can please someone provide an example and explain in detail how to achieve the following flow?
Any help will be greatly appreciated.
Thank you!
Hello @v-alzhan-msft,
I have created an HTML table to use the output of the table and send the data in an email action.
My main requirements are the following:
In DCRM I have an entity called User Country Services, where a user is from a specific country and works with many services.
Now, when a record is updated in the Lead entity I want to map the country field, the sub-grid that contains the services to check if the country value of Lead record is equal to the country value in the User Country Services entity and the selected services in the sub-grid of Lead entity matches the services in User Country Services.
I want to send an email for this user, that this Lead is related to the matches country and services. So the user will know that this Lead record contains the same services that match him in the same country, thus the user will know that he should work with these related services.
I hope that you understand my requirements.
Here are the conditions that we should check first before sending the email but unfortunately, the flow always skips this step.
Thank you!
Helpful resources
Dear Community Members, We'd like to let you know of an upcoming change to the community platform: starting July 16th, the platform will transition to a READ ONLY mode until July 22nd. During this period, members will not be able to Kudo, Comment, or Reply to any posts. On July 22nd, please be on the lookout for a message sent to the email address registered on your community profile. This email is crucial as it will contain your unique code and link to register for the new platform encompassing all of the communities. What to Expect in the New Community: A more unified experience where all products, including Power Apps, Power Automate, Copilot Studio, and Power Pages, will be accessible from one community.Community Blogs that you can syndicate and link to for automatic updates. We appreciate your understanding and cooperation during this transition. Stay tuned for the exciting new features and a seamless community experience ahead!
We are excited to announce the Summer of Solutions Challenge! This challenge is kicking off on Monday, June 17th and will run for (4) weeks. The challenge is open to all Power Platform (Power Apps, Power Automate, Copilot Studio & Power Pages) community members. We invite you to participate in a quest to provide solutions to as many questions as you can. Answers can be provided in all the communities. Entry Period: This Challenge will consist of four weekly Entry Periods as follows (each an “Entry Period”) - 12:00 a.m. PT on June 17, 2024 – 11:59 p.m. PT on June 23, 2024 - 12:00 a.m. PT on June 24, 2024 – 11:59 p.m. PT on June 30, 2024 - 12:00 a.m. PT on July 1, 2024 – 11:59 p.m. PT on July 7, 2024 - 12:00 a.m. PT on July 8, 2024 – 11:59 p.m. PT on July 14, 2024 Entries will be eligible for the Entry Period in which they are received and will not carryover to subsequent weekly entry periods. You must enter into each weekly Entry Period separately. How to Enter: We invite you to participate in a quest to provide "Accepted Solutions" to as many questions as you can. Answers can be provided in all the communities. Users must provide a solution which can be an “Accepted Solution” in the Forums in all of the communities and there are no limits to the number of “Accepted Solutions” that a member can provide for entries in this challenge, but each entry must be substantially unique and different. Winner Selection and Prizes: At the end of each week, we will list the top ten (10) Community users which will consist of: 5 Community Members & 5 Super Users and they will advance to the final drawing. We will post each week in the News & Announcements the top 10 Solution providers. At the end of the challenge, we will add all of the top 10 weekly names and enter them into a random drawing. Then we will randomly select ten (10) winners (5 Community Members & 5 Super Users) from among all eligible entrants received across all weekly Entry Periods to receive the prize listed below. If a winner declines, we will draw again at random for the next winner. A user will only be able to win once overall. If they are drawn multiple times, another user will be drawn at random. Individuals will be contacted before the announcement with the opportunity to claim or deny the prize. Once all of the winners have been notified, we will post in the News & Announcements of each community with the list of winners. Each winner will receive one (1) Pass to the Power Platform Conference in Las Vegas, Sep. 18-20, 2024 ($1800 value). NOTE: Prize is for conference attendance only and any other costs such as airfare, lodging, transportation, and food are the sole responsibility of the winner. Tickets are not transferable to any other party or to next year’s event. ** PLEASE SEE THE ATTACHED RULES for this CHALLENGE** Week 1 Results: Congratulations to the Week 1 qualifiers, you are being entered in the random drawing that will take place at the end of the challenge. Community MembersNumber SolutionsSuper UsersNumber Solutions Deenuji 9 @NathanAlvares24 17 @Anil_g 7 @ManishSolanki 13 @eetuRobo 5 @David_MA 10 @VishnuReddy1997 5 @SpongYe 9JhonatanOB19932 (tie) @Nived_Nambiar 8 @maltie 2 (tie) @PA-Noob 2 (tie) @LukeMcG 2 (tie) @tgut03 2 (tie) Week 2 Results: Congratulations to the Week 2 qualifiers, you are being entered in the random drawing that will take place at the end of the challenge. Week 2: Community MembersSolutionsSuper UsersSolutionsPower Automate @Deenuji 12@ManishSolanki 19 @Anil_g 10 @NathanAlvares24 17 @VishnuReddy1997 6 @Expiscornovus 10 @Tjan 5 @Nived_Nambiar 10 @eetuRobo 3 @SudeepGhatakNZ 8 Week 3 Results: Congratulations to the Week 3 qualifiers, you are being entered in the random drawing that will take place at the end of the challenge. Week 3:Community MembersSolutionsSuper UsersSolutionsPower Automate Deenuji32ManishSolanki55VishnuReddy199724NathanAlvares2444Anil_g22SudeepGhatakNZ40eetuRobo18Nived_Nambiar28Tjan8David_MA22 Week 4 Results: Congratulations to the Week 4 qualifiers, you are being entered in the random drawing that will take place at the end of the challenge. Week 4:Community MembersSolutionsSuper UsersSolutionsPower Automate Deenuji11FLMike31Sayan11ManishSolanki16VishnuReddy199710creativeopinion14Akshansh-Sharma3SudeepGhatakNZ7claudiovc2CFernandes5 misc2Nived_Nambiar5 Usernametwice232rzaneti5 eetuRobo2 Anil_g2 SharonS2
On July 16, 2024, we published the 2024 release wave 2 plans for Microsoft Dynamics 365 and Microsoft Power Platform. These plans are a compilation of the new capabilities planned to be released between October 2024 to March 2025. This release introduces a wealth of new features designed to enhance customer understanding and improve overall user experience, showcasing our dedication to driving digital transformation for our customers and partners. The upcoming wave is centered around utilizing advanced AI and Microsoft Copilot technologies to enhance user productivity and streamline operations across diverse business applications. These enhancements include intelligent automation, AI-powered insights, and immersive user experiences that are designed to break down barriers between data, insights, and individuals. Watch a summary of the release highlights. Discover the latest features that empower organizations to operate more efficiently and adaptively. From AI-driven sales insights and customer service enhancements to predictive analytics in supply chain management and autonomous financial processes, the new capabilities enable businesses to proactively address challenges and capitalize on opportunities.
We're embarking on a journey to enhance your experience by transitioning to a new community platform. Our team has been diligently working to create a fresh community site, leveraging the very Dynamics 365 and Power Platform tools our community advocates for. We started this journey with transitioning Copilot Studio forums and blogs in June. The move marks the beginning of a new chapter, and we're eager for you to be a part of it. The rest of the Power Platform product sites will be moving over this summer. Stay tuned for more updates as we get closer to the launch. We can't wait to welcome you to our new community space, designed with you in mind. Let's connect, learn, and grow together. Here's to new beginnings and endless possibilities! If you have any questions, observations or concerns throughout this process please go to https://aka.ms/PPCommSupport. To stay up to date on the latest details of this migration and other important Community updates subscribe to our News and Announcements forums: Copilot Studio, Power Apps, Power Automate, Power Pages
