Last week I wrote part 1 of my article on how you can use Power Automate to automatically send a weekly email with data from Dynamics 365 Sales, or Dataverse. If you haven’t read the article yet, I would suggest doing that first. You can access the article here .
In today’s article I am going to finish building the Power Automate flow. Last week we left off at the ‘List Records’ step, where we were querying Dataverse for quote records, in the next step we will create the HTML table, which we will later put in the email.
In the flow, click on ‘+Next step’ and search for ‘Create HTML table’. In the ‘From’ field enter the ‘Value’ from the Dynamic content window below ‘List Records’. Change the ‘Columns’ drop down to custom, this will allow you to configure the columns vs have the system automatically create them.
The columns I used below the header are: ‘Quote ID’, ‘Quote’, ‘Owner’, ‘Effective To’ and ‘URL’. NOTE: When entering the header names, the system doesn’t allow for spaces between words. You can enter the name (and any spaces) in notepad and then paste them into the header field.Below the value fields we are going to put the dynamic values from the ‘List Records’ step which holds the quote data. You can do this by clicking on the corresponding value field next to each header field.
Jan 17, 2023 — The requirement here was to send a weekly reminder email to sales managers, listing only the quotes from which the date in the out of the box ' ...