How to send Dynamics 365 Emails using Power automate/Flows ?

In this blog i will try to demonstrate how we can use power automate to send dynamics 365 emails. Before power automate you might have used workflows to send emails in dynamics 365 . As you all know microsoft is upgrading to Power Apps with low code no code development , you might have seen a message within a classic workflow saying “we recommend you to switch to flows instead of classic workflows”.

Power Automate provides the same send email concept . Although the setup and development of power automate is different .

Lets start with step by step guide to send dynamics 365 email :

Navigate to https://flow.microsoft.com.
Select your environment from the top right section .

Navigate to My flows and click on New > automated process.

Type flow name and select trigger for the flow, please ensure to select current environment CDS component.

Configure the CDS component based on your requirement. I will try to demonstrate on create of account record.

The above actions indicates the trigger of this power automate on create of Account.
Next step is to fetch the primary contact related to the account.

Get Owner record who has created the Account.

Fetch user ID of the owner for from context

Next step is to initialize email message and email subject variable in power automate.

Now as we are ready with data to be used in email message lets create send create an email message using create a new record CDS component.

In the above create component I have selected the field “to” as odataid from Get contact component and “from” party as odataid Get user component.

Click on show advanced option .Set subject and email message which we initialized above in respective variables as seen in below screen shot.

Add new step and select perform bound action.

This action has a few parts as follows,

Entity name – This is the entity that correlates to the same entity of the “create record” action. In that step we created an “Email Message” record.
Action name – There will be a drop-down list that corresponds to the “Entity name” chosen.Here we are selecting Send Email.
Item ID – This will be the GUID (unique ID) of the record to send. In this case, it will be the prior action of the “Email Message” record that was created.
IssueSend – This is a No/Yes option list. If this is set to “no”, the email will not send. It this is set to “Yes” email will be sent. I haven’t configured mailbox hence here i am keeping it no.

Lets trigger the workflow once and execute the flow.