Step-by-Step Guide: How to Use Power Automate to Create and Send Emails with Attachments in Dynamics

Introduction

In this post, we look at how to use Power Automate to create and send emails with attachments in Dynamics 365/Dataverse. When working with Dynamics 365 or Dataverse, one of the key advantages is tracking emails, and if you use another email connector like Outlook, you cannot do this. This post will show how to create an email, add an attachment and send an email so that it’s tracked inside D365/Dataverse.

Table of Content

• How to Create and Send Emails with Attachments Using Power Automate
• How it Looks When Sending Email With Dataverse
• Conclusion

Prerequisites

• Familiar with Dataverse
• Familiar with Dynamics 365
• Familiar with Power Automate
• An environment and a queue/system user that is configured for sending emails

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Resources

Create and Send Emails with Attachments in D365/Dataverse with Power Automate

Carrying on with my last post on Word Templates, I wanted to cover how to take a Word Template, or any file for that matter, create an email and add this as an attachment. With Power Automate, you can connect to over 300 connectors

https://www.d365geek.co.uk/single-post/create-and-send-emails-with-attachments-in-d365-dataverse-with-power-automate