{"id":34506,"date":"2023-04-20T14:40:43","date_gmt":"2023-04-20T09:10:43","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=34506"},"modified":"2023-04-21T16:11:26","modified_gmt":"2023-04-21T10:41:26","slug":"send-trailing-follow-up-email-in-microsoft-dynamics-365-crm-using-power-automate-flow","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2023\/04\/send-trailing-follow-up-email-in-microsoft-dynamics-365-crm-using-power-automate-flow\/","title":{"rendered":"Send Trailing Follow-Up email in Microsoft Dynamics 365 CRM using Power Automate Flow"},"content":{"rendered":"<p>Microsoft Dynamics 365 CRM allows users to send an Email to any recipient through Power Automate Flow. Recently we received a requirement to send a follow-up email that should be trailing mail for the previous email after 2 days of New Opportunity.<\/p>\n<p>So, to fulfill this requirement, we have used Power Automate Flow to create an email to be sent as a Follow up trailing email in Microsoft Dynamics 365 CRM.<\/p>\n<p>In this blog, we will walk through the steps for sending a trailing follow-up email after 2 days of Opportunity Creation to the respective Customer.<\/p>\n<p><strong>Step 1<\/strong>: When Opportunity is created we will be sending an initial Email to the Customer and after 2 days there will be a trailing follow-up email sent to them. Let us start with developing a Power Automate flow in Microsoft Dynamics 365 CRM.<\/p>\n<p>Now navigate to <a href=\"https:\/\/make.powerapps.com\" target=\"_blank\" rel=\"noopener\">https:\/\/make.powerapps.com<\/a> environment and Create a solution for Power Automate Flow.<\/p>\n<p><strong>Step 2<\/strong>: Create a new Automated Flow with triggering action as \u201c<strong>Row is Added, Modified or Deleted<\/strong>\u201d as shown in the below screenshot.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-34515\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/04\/1Power-Automate-Flow-3.jpeg\" alt=\"Power Automate Flow\" width=\"1437\" height=\"797\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/04\/1Power-Automate-Flow-3.jpeg 1437w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/04\/1Power-Automate-Flow-3-300x166.jpeg 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/04\/1Power-Automate-Flow-3-1024x568.jpeg 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/04\/1Power-Automate-Flow-3-768x426.jpeg 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/04\/1Power-Automate-Flow-3-660x366.jpeg 660w\" sizes=\"(max-width: 1437px) 100vw, 1437px\" \/><\/p>\n<p>We will select <strong>Change Type<\/strong> as <strong>Added<\/strong> and <strong>Table Name<\/strong> as <strong>Opportunities<\/strong> for our requirement. Check in the screenshot below.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-34514\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/04\/2Power-Automate-Flow-3.jpeg\" alt=\"Power Automate Flow\" width=\"1435\" height=\"511\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/04\/2Power-Automate-Flow-3.jpeg 1435w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/04\/2Power-Automate-Flow-3-300x107.jpeg 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/04\/2Power-Automate-Flow-3-1024x365.jpeg 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/04\/2Power-Automate-Flow-3-768x273.jpeg 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/04\/2Power-Automate-Flow-3-660x235.jpeg 660w\" sizes=\"(max-width: 1435px) 100vw, 1435px\" \/><\/p>\n<p><strong>Step 3<\/strong>: On creation of Opportunity will first send an initial mail to the customer (i.e. Account) of the Opportunity, so add a step to create an Email Message by selecting Add a row step and selecting Email Messages entity with the below details of the email.<\/p>\n<p><a href=\"https:\/\/bit.ly\/43AEpmS\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"alignnone size-full wp-image-34467\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/04\/Microsoft-Power-Platform.gif\" alt=\"Microsoft Power Platform\" width=\"800\" height=\"200\" \/><\/a><\/p>\n<ul>\n<li><strong>From<\/strong>: Created By of the Opportunity<\/li>\n<li><strong>To<\/strong>: Account of the Opportunity<\/li>\n<li><strong>Subject<\/strong>: Add a subject based on your requirement<\/li>\n<li><strong>Description<\/strong>: Add an email content message<\/li>\n<li><strong>Regarding<\/strong>: Set Opportunity reference so that the email conversation will be respected to Opportunity and available in the Timeline of Opportunity record in Microsoft Dynamics 365 CRM<\/li>\n<\/ul>\n<p>Please refer the screenshot below for reference emails created in the power automate flow step.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-34513\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/04\/3Power-Automate-Flow-3.jpeg\" alt=\"Power Automate Flow\" width=\"1437\" height=\"821\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/04\/3Power-Automate-Flow-3.jpeg 1437w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/04\/3Power-Automate-Flow-3-300x171.jpeg 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/04\/3Power-Automate-Flow-3-1024x585.jpeg 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/04\/3Power-Automate-Flow-3-768x439.jpeg 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/04\/3Power-Automate-Flow-3-660x377.jpeg 660w\" sizes=\"(max-width: 1437px) 100vw, 1437px\" \/><\/p>\n<p><strong>Step 4<\/strong>: Once the email is created will add a \u201cSend Email\u201d bound action step in Power Automate flow which will send an email message to Account.<\/p>\n<p>Add a <strong>Perform a Bound Action<\/strong> step and select the below details within this step.<\/p>\n<p><strong>Table Name<\/strong> = Email Message<\/p>\n<p><strong>Action Name<\/strong> = \u201cSendEmail\u201d<\/p>\n<p><strong>Row ID<\/strong> = Unique Identifier of Email Message created in the previous step<\/p>\n<p><strong>IssueSend<\/strong> = Yes<\/p>\n<p>Find screenshot below<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-34512\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/04\/4Power-Automate-Flow-2.jpeg\" alt=\"Power Automate Flow\" width=\"1439\" height=\"685\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/04\/4Power-Automate-Flow-2.jpeg 1439w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/04\/4Power-Automate-Flow-2-300x143.jpeg 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/04\/4Power-Automate-Flow-2-1024x487.jpeg 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/04\/4Power-Automate-Flow-2-768x366.jpeg 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/04\/4Power-Automate-Flow-2-660x314.jpeg 660w\" sizes=\"(max-width: 1439px) 100vw, 1439px\" \/><\/p>\n<p><strong>Step 5: <\/strong>We have sent an initial mail so will wait for 2 days and send a follow-up email to the Customer.<\/p>\n<p>Add a <strong>Delay<\/strong> Step in power Automate with <strong>Count<\/strong> as <strong>2<\/strong> and <strong>Unit<\/strong> as <strong>Day<\/strong> as seen in the screenshot.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-34511\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/04\/5Power-Automate-Flow-2.jpeg\" alt=\"Power Automate Flow\" width=\"1439\" height=\"721\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/04\/5Power-Automate-Flow-2.jpeg 1439w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/04\/5Power-Automate-Flow-2-300x150.jpeg 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/04\/5Power-Automate-Flow-2-1024x513.jpeg 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/04\/5Power-Automate-Flow-2-768x385.jpeg 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/04\/5Power-Automate-Flow-2-660x331.jpeg 660w\" sizes=\"(max-width: 1439px) 100vw, 1439px\" \/><\/p>\n<p><strong>Step 6<\/strong>: Now to create a new email, add a step \u201c<strong>Add a new Row<\/strong>\u201d and select Email Message Table Name with the below-listed details in the email message:<\/p>\n<ul>\n<li><strong>From<\/strong>: Created By of the Opportunity<\/li>\n<li><strong>To<\/strong>: Account of the Opportunity<\/li>\n<li><strong>Subject<\/strong>: Add a subject based on your requirement<\/li>\n<li><strong>Description<\/strong>:<\/li>\n<\/ul>\n<p>Email content of current follow-up Email<\/p>\n<p>&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;- Original Message &#8212;&#8212;&#8212;&#8212;&#8212;&#8212;-<\/p>\n<p>From: Sender\u2019s Email<\/p>\n<p>Sent: Sent On of the previous email<\/p>\n<p>To: &#8216;torecipients&#8217; of the previous email<\/p>\n<p>Subject: subject of the previous email<\/p>\n<p>Description of the previous email<\/p>\n<ul>\n<li><strong>Regarding<\/strong>: Set Opportunity reference so that the email conversation will be respected to Opportunity and available iTimelinene of Opportunity record in Microsoft Dynamics 365 CRM<\/li>\n<li><strong>Following<\/strong>: Yes<\/li>\n<li><strong>Parent Activity<\/strong>: \/emails(&lt;Guid of Previous Email Message&gt;)<\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-34510\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/04\/6Power-Automate-Flow-2.jpeg\" alt=\"Power Automate Flow\" width=\"1437\" height=\"819\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/04\/6Power-Automate-Flow-2.jpeg 1437w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/04\/6Power-Automate-Flow-2-300x171.jpeg 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/04\/6Power-Automate-Flow-2-1024x584.jpeg 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/04\/6Power-Automate-Flow-2-768x438.jpeg 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/04\/6Power-Automate-Flow-2-660x376.jpeg 660w\" sizes=\"(max-width: 1437px) 100vw, 1437px\" \/><\/p>\n<p><strong>Step 7:<\/strong> Add a <strong>Perform a bound Action<\/strong> step for sending the Follow-up Email to the Account of the Opportunity.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-34509\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/04\/7Power-Automate-Flow-1.jpeg\" alt=\"Power Automate Flow\" width=\"1435\" height=\"811\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/04\/7Power-Automate-Flow-1.jpeg 1435w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/04\/7Power-Automate-Flow-1-300x170.jpeg 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/04\/7Power-Automate-Flow-1-1024x579.jpeg 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/04\/7Power-Automate-Flow-1-768x434.jpeg 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/04\/7Power-Automate-Flow-1-660x373.jpeg 660w\" sizes=\"(max-width: 1435px) 100vw, 1435px\" \/><\/p>\n<p>We have completed developing the power automate flow now save the flow and test the functionality by creating a new Opportunity in CRM.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-34508\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/04\/8Power-Automate-Flow.jpeg\" alt=\"Power Automate Flow\" width=\"1439\" height=\"817\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/04\/8Power-Automate-Flow.jpeg 1439w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/04\/8Power-Automate-Flow-300x170.jpeg 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/04\/8Power-Automate-Flow-1024x581.jpeg 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/04\/8Power-Automate-Flow-768x436.jpeg 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/04\/8Power-Automate-Flow-660x375.jpeg 660w\" sizes=\"(max-width: 1439px) 100vw, 1439px\" \/><\/p>\n<p>You can check in Outlook the email will be received as shown below screenshot,<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-34507\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/04\/9Power-Automate-Flow.jpeg\" alt=\"Power Automate Flow\" width=\"1437\" height=\"827\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/04\/9Power-Automate-Flow.jpeg 1437w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/04\/9Power-Automate-Flow-300x173.jpeg 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/04\/9Power-Automate-Flow-1024x589.jpeg 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/04\/9Power-Automate-Flow-768x442.jpeg 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/04\/9Power-Automate-Flow-660x380.jpeg 660w\" sizes=\"(max-width: 1437px) 100vw, 1437px\" \/><\/p>\n<h2><strong>Conclusion<\/strong><\/h2>\n<p>In this way, we can customize the process of sending a follow-up email as a trail mail to the previous email using Power Automate Flow.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Microsoft Dynamics 365 CRM allows users to send an Email to any recipient through Power Automate Flow. Recently we received a requirement to send a follow-up email that should be trailing mail for the previous email after 2 days of New Opportunity. So, to fulfill this requirement, we have used Power Automate Flow to create\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.inogic.com\/blog\/2023\/04\/send-trailing-follow-up-email-in-microsoft-dynamics-365-crm-using-power-automate-flow\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":13,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[44,1985,2361],"tags":[2542],"class_list":["post-34506","post","type-post","status-publish","format-standard","hentry","category-power-apps","category-power-automate","category-technical","tag-power-automate-flow"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/34506","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/comments?post=34506"}],"version-history":[{"count":0,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/34506\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media?parent=34506"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/categories?post=34506"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/tags?post=34506"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}