Send an email when a case is created using Powe Automate Flow / Cloud Flow – Microsoft Dynamics CRM/CE

Use Power Automate Flow to send an email in outlook when a record is created, we can send an email using the outlook connector.

• We have a requirement, that when a case is created and if the case title contains DVMSKE, then send an email in outlook to the owner of the case.
• We will create an automated cloud flow, which will trigger when a new case is created.

• Navigate to http://make.powerapps.com .
• Create a Flow

  First, create an Instant cloud flow.

  On the left side of your dashboard, click on the My flows and then click on the “+New Flow” button, and select “Instant Cloud Flows” which is under New Flow

• Click on skip button.

• Click on untitled and give the name to your flow.
• Select the dataverse connector ”
  When a row is added, modified or deleted.
• Change type should be “added”.
• Table name will cases.
• Scope as organization.

Click on “new step”, select connector as “microsoft datverse” and action as “get a record by id”.

• Select table name as “cases”.
• Row id should the “case”(unique identifier from the trigger body action).

Get the owner record – Click on add new step. Select Dataverse as connector and select get a row by id action.

• In the table name select “users“.
• In the row id select “Ownervalue(from get a recod by id)“

Condition to check Case title contains DVMSKE- Click on Add new step. Select connector as control and action as condition.

• Choose Case Title (from get a case by id).
• Operator as contains.
• Value as DVMSKE.

Send the email in outlook- In the yes block click on add an action. Search for office365 outlook connector. And select the send an email(V2) action.

•  In To select Primary email from get a row id2
• In Subject add the subject you want to add for email
• In the body add the body of the email
• In From select who is sending the email, I select my dvmske id.

Click on Save.

Created a case.

• Owner is Anurag Tyagi.
• Case title is “DVMSKE case“.
• Click on save.

Email will send from anuragtyagi@dvmske.com to owner of case (here owner is only me that’s why sending to me).