Creating Email Template for sending Emails in D365.

Hello Guys,

In our previous blog we have seen how to call custom API and custom Function using Power Automate Flow. Today we are going to explore about Emails.

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While working with D365 we come across many scenarios where we need to send E-mails like, Greeting mail, Confirmation mail, Follow-up mails etc. D365 CRM allows us to create Emails using Email templates. So let's see how to create Email Templates.

First of all visit https://make.powerapps.com and select your environment and current working solution.

Now click on New and select Email Template.

This will open a new window. Select the Entity for which you want to create template. In our case we are going to select Lead and click on OK.

Now specify the information as shown below:

Click on Save and scroll down the window so that we can specify the content in the body. Type the content as shown below. To use attribute's value of Lead Entity click on insert dynamic text in the ribbon bar and select the field whose value you want to populate in the email body.

So here our Email template is ready. You can use this template using classic workflow with "Send Email" and "Use Template" action or in plugin "Instantiate Template" and "Send Email" Organization Request. In our upcoming blogs we will be calling this template using Power Automate Flow.

Hope it helps...