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How to Send Email using Email Templates with Power Automate Flow?

By Anurag on 9/21/2023

In this blog, we will understand How to Send Emails using Email Templates with Power Automate Flow.

Use Case:  In my example, send emails using Email Templates with Power Automate.

Follow the following steps to use email templates with Power Automate.

Step 1 – Configure the Email Template

Go to Advanced Settings in Power Apps and choose Templates -> Email Templates.

Create a New Email Template with Template Type as Account and Specify Subject and Body using Dynamic content and Images as needed.

Use the Template Editor section to create the template.

Save the Template once created.

Step 2 – Configure Power Automate flow to Call Email Template.

Go to Power Automate, select instant flow, and create a new flow.. You can create automated flow also. after the trigger add the following action steps.

1. Get a List using Dataverse Connection

2. Get Row by ID using Dataverse Connection

3. Get Template ID from Templates

4. Use SendEmailFromTemplate action with Perform UnBound Action

1. The TemplateId is the ID of the Email template record.

2. Regarding the record against which the Email activity will be created.

3. Target is the JSON object containing the Recipients.

4. The JSON object looks like the one below.

{

  "email_activity_parties": [

   {

     "partyid_systemuser@odata.bind":

"/systemusers(@{outputs('Get_a_row_by_ID')?['body/_ownerid_value']})",

  "participationtypemask": 1

   },

   {

     "partyid_account@odata.bind":

"/accounts(@{outputs('Get_a_row_by_ID')?['body/accountid']})",

     "participationtypemask": 2

   }

 ],

 "@odata.type": "Microsoft.Dynamics.CRM.email"

}

Now the flow is complete you can save and test. The complete flow will look like below.

After testing you can see the activity in the Timeline control against the record.

 

Dynamics 365
Email Templates
Power Automate Flow
Using Email Templates
Author
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2024 Apr  17  4
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2024 Feb  25  3
2024 Jan  7  7
2023 Dec  10  6
2023 Nov  34  5
2023 Oct  97  12
2023 Sep  217  9
2023 Aug  61  7
2023 Jul  31  5
2023 Jun  20  4
2023 May  43  5
2023 Apr  33  5
2023 Mar  90  6
2023 Feb  107  5
2023 Jan  38  4
2022 Dec  94  7
2022 Nov  252  2
2022 Sep  13  1
2022 Aug  27  2
2022 Jun  7  2
2022 May  3  2
2022 Apr  6  2
2022 Mar  1  1
2022 Feb  2  1
2022 Jan  1  1
2021 Dec  3  1
2021 Nov  2  1
2021 Oct  1  1
2021 Sep  11  1
2021 Aug  37  5
2021 Jul  36  4
2021 Jun  1222  5
2021 May  31  3
2021 Apr  2021  3
2021 Mar  188  5
2021 Feb  2113  7
2021 Jan  3036  9
2020 Dec  437  7
2020 Sep  74  3
2020 Aug  673  3
2020 Jul  127  1
2020 Jun  75  3
2020 Apr  68  3
2020 Mar  12  2
2020 Feb  27  5
2020 Jan  34  7
2019 Dec  17  4
2019 Nov  29  1
2019 Jan  23  2
2018 Dec  67  4
2018 Nov  68  3
2018 Oct  18  3
2018 Sep  1139  11
2018 Aug  7  2
2018 Jun  13  1
2018 Jan  68  2
2017 Sep  585  5
2017 Aug  17  1
2017 Jul  17  2
2017 Jun  62  2
2017 May  21  1
2017 Apr  35  2
2017 Mar  135  4
2017 Feb  773  4
2016 Dec  203  3
2016 Nov  826  8
2016 Oct  304  10
2016 Sep  701  6
2016 Aug  39  1
2016 Jun  1874  6
2016 May  110  3
2016 Jan  71  2
2015 Dec  473  6
2015 Nov  4  1
2015 Oct  13  1
2015 Sep  1464  6
2015 Aug  14  1
2015 Jul  128  2
2015 Jun  10  1
2015 May  20  1
2015 Apr  30  3
2015 Mar  80  3
2015 Jan  5335  4
2014 Dec  17  1
2014 Nov  2257  4
2014 Oct  68  1
2014 Sep  107  2
2014 Aug  5277  1
2014 Jul  48  2
2014 Apr  2578  12
2014 Mar  300  17
2014 Feb  220  6
2014 Jan  1510  16
2013 Dec  21  2
2013 Nov  689  2
2013 Oct  256  3
2013 Sep  11  1
2013 Aug  40  3
2013 Jul  214  1
2013 Apr  57  6
2013 Mar  2287  10
2013 Feb  127  3
2013 Jan  343  2
2012 Nov  57  2
2012 Oct  499  10
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