Automating Opportunity Timeline Updates for Owners and Sales Teams in Dynamics 365 using power automate

Power Platform - General

The opportunity table in Dynamics 365 for Customer Engagement represents potential sales to new or established customers and helps forecast future business demands and sales revenues.
The timeline in D365 CRM makes the entire history of activities visible to app users, capturing activities like notes, appointments, emails, phone calls, and tasks.
Using Power Automate, automated emails can be sent to the Opportunity Owner and associated Sales Team whenever notes in the Opportunity's timeline are updated.
Steps include triggering the flow when notes are added in the timeline, retrieving email addresses, listing all notes in the Opportunity, fetching details of the Opportunity and Sales Team, structuring content in an HTML table, configuring URL links, and sending Outlook emails.
The output results in the Opportunity Owner and Sales Team receiving email notifications about notes in the timeline, allowing for efficient communication and tracking within CRM.
Automating bulk case resolution using Power Automate in Dynamics 365 CRM streamlines workflows and reduces manual errors for smoother communication and faster response times.
For further discussion or inquiries, contact Plaza 365 at [email protected]

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