Trigger an Email when account is created in D365 CRM using Azure Logic App

Click here to see, how to create Azure Logic App

  1. Search for common data service and select trigger as When a record is created.

  2. Select Environment, Entity Name, Scope.


  3. Click on new step.

  4. Search office 365 outlook and click on Send an email.

  5. Now, fill in the required data.



  6. Once, all the details are filled in send email connector as shown above, click save.


  7. Now, create a new account record in D365 CRM. In my case, I created account with name Tejesh Enterprise.

  8. An email will be triggered to the person with the details specified in connector.

Hope this Helps!

Comments

  1. Allgrow Technologies Pvt Ltd.September 29, 2022 at 4:58 AM

    You have given a lavishly enlightening article about It is a gainful article for myself and furthermore supportive for the individuals who are befuddled. Gratitude for sharing this data here.Dynamics 365 CRM Customer relationship management Services

    ReplyDelete

Post a Comment

Popular posts from this blog

Send note's PDF as email attachment using Power Automate

Image
Many times, we may get requirement to send PDF attached in notes as Email to a person. This blog will guide you on how you can do the same. In this blog, we will trigger a flow on notes Entity when a note is created Steps: 1. Add 1 st step as when a record is created in notes entity(annotation) with filter expression as subject eq "ABCDDDDDDDDDDDDd           Note: “ABCDDDDDDDDDDDDd” is used to trigger a flow when subject field of note’s record is equal to " ABCDDDDDDDDDDDDd’. 2.  Send an Email to user with required details. Here an Important thing is to convert the document (Base 64 file content) in binary string i.e. (“ base64ToBinary(triggerOutputs()?['body/documentbody']) ” ) without conversion, the PDF will not work in email attachment. 3.  Now you have successfully able to send PDF as E-mail attachment. Hope this helps!
Read more

Register Web Hook on Dynamics 365 CRM Entity

Image
 Register Web Hook on Dynamics 365 CRM Entity Many times we get requirement to integrate 3 rd party application with dynamics 365 CRM and we write a plugin that calls Azure Function or Web API who actually Performs operation of Get or Post data from or To 3 rd Party Application, but we can avoid writing plugin by directly calling Azure Function or web API using Web Hook through Plugin registration tool. This blog will guide you on how to register a Web Hook on D365 CRM Entity. Steps to Register Web Hook:       1.    Open plugin registration tool and connect to your organization where you want to register Web Hook.         2.  After successful connection to organization you will see below screen. 3.   Click on register and select Register New Web Hook.        4.  After clicking on Register New Web Hook, you will be prompted to enter “ Name ”, “ End Point URL ”, “ Authentication ”, “ Key Values ” Fill in the required details. Note : In my case I entered TriggerWebHook as the name of We
Read more

Connect D365 CRM CDS Database From SQL Server

Image
Connect D365 CRM CDS Database from SQL Server Many times, we feel like why I can’t access D365 CRM Database directly from MS SQL Server, so here is my blog that will guide you on how you can connect D365 CRM CDS Database using MS SQL Server. Steps to enable D365 CRM CDS Database to make it connect from MS SQL Server: Login to https://admin.powerplatform.microsoft.com/ using administrator credentials. In Environment section, click on your environment for which you want to enable D365 CRM CDS for MS SQL Server. (In my case I am clicking on DemoEnvironment as shown below.) When Environment opens click on settings in header. Settings page will open, Click on Product and then click on Features. When features Page opens enable TDS Endpoint (Preview) and click save. Now, we have successfully enabled D365 CRM CDS to connect it from MS SQL Server. Steps to Connect CDS Database from MS SQL Server: Open MS SQL Server. In connect to SQL Server Window enter Server name (It will be your D365 CRM UR
Read more