How to Send an Email to a Lead from CRM Using Instant Cloud Flow
In this video, UG Expert Heidi Neuhauser explains how to create an instant cloud flow using Power Automate and Dataverse to automate sending an email to a lead from a CRM.
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Key Takeaways
- Starting off: To add a new instant cloud flow using the Dataverse trigger “when a row is selected,” users must first authenticate into Dataverse. Once that’s done, define the trigger. In this case, select the table name.
- Use case: Heidi uses leads to demonstrate a scenario where a sales rep selects a lead record(s), sends an email invitation to an event, retrieves a row by ID using Dataverse, and uses dynamic content to find details about the lead’s owner.
- Sending an email: Next in the process is sending an email using the Office 365 Outlook Connector. Heidi utilizes dynamic content to populate the “To” field with the lead’s email, the “From” field with the lead owner’s email, and adds unique information to the email body.
- User perspective: From the user’s perspective, they open the lead in Dynamics, select the flow, choose the email, confirm the action, and run the flow, resulting in the lead receiving the email.
