Tag: Flow
Field Service: Send email with resource pic
If you are using Dynamics 365 Field Service to schedule resources that go onsite to perform work, you probably would have the need to send notification emails to your customer when the resource is on their way. Maybe you want include the picture of the resource so they’ll know what the resource looks like. This could be very helpful for home care type of work, where a nurse get scheduledRead More
Receive a weekly summary email of new D365 Opportunities using Power Automate
Have you or any of your customers ever had the need to schedule the automatic sending of emails? In this article I am going to discuss how we can user Power Automate to send out emails on a scheduled basis with information about Dynamics 365 records. This could be very handy in many scenarios, think about sending employees a list of their timesheets for the past week, or sending thisRead More
Power Virtual Agent & Power Automate
This week I was playing around with Power Virtual Agent and Power Automate. I needed to demo a virtual agent that after asking some questions would create a lead record in Dynamics 365 using Power Automate (formally known as flow). I haven’t worked with Power Automate that much, but after some internet searches, I was able to get it to do what I wanted so I thought I would shareRead More
