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How to Send D365 CRM Emails with Attachments Using Power Automate

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#attachments

#automate

#emails

Dynamics 365 Intelligent Order Management

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Nov 5, 2024

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AI Summary

  • The article provides a step-by-step guide on sending emails from D365 CRM with attachments using Power Automate.
  • The use-case presented involves sending emails with attachments from D365 CRM where the document is stored in SharePoint and linked within the CRM record.
  • The main objective of using D365 Emails is to track emails to the record for communication tracking in CRM.
  • Manually attaching documents to emails is time-consuming and prone to errors, which makes automating the process with Power Automate beneficial.
  • Implementation steps include triggering the flow, getting file content from SharePoint, creating a new 'Email Message' record, adding attachments, and sending the email.
  • Integrating Power Automate to handle attachments from SharePoint streamlines the email process, saves time, and minimizes errors.
  • This solution is valuable for cases requiring frequent attachments or centralized file storage to keep communications efficient and files up-to-date.
  • Readers can reach out to the author at [email protected] for further discussion or questions.

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