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How to send email from CRM using Microsoft Power Automate

By Ishaan Sheikh on 12/29/2020

Microsoft power automate (MS Flow) helps users create automated workflows and easily simplify business processes. It makes it easy to share data between apps and manage across the organization.

In this blog, we will cover how to send emails from CRM using Microsoft power automate. For this example, let us suppose we need to send an email to the customer when a case is created with the case number included in the subject.

Creating a flow

Firstly, navigate to https://flow.microsoft.com and login with your client credentials.

Now create a new Automated cloud flow, choose a name and choose a When a record is Created flow trigger for CDS as shown below.

 

 

Now choose the environment, entity, and the scope for the flow.

 

Now create a new step using CDS Create a new record action. Next step will be to create a new Email Message record. Set the TO activity party to the Customer of the case record, set the FROM activity party to a system user in your environment, and set the Subject and Description as you want.

This step only creates an email message record in the CRM but didn’t send it to the customer.

 

To send an email from CRM, we need to perform a bound action. Add a new step and search for Perform a bound action in CDS.

Set the Entity name to Email messages and action name to SendEmail. For itemID use the Email ID created in the previous step.

When you create a case in the CRM, it will trigger the flow and send the email to the customer, as you can see in the advance find tool in CRM.

If the email configurations in your CRM are correctly set, it will send the customer's email.

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