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Flow Email Notifications Missing Data

  • 1.  Flow Email Notifications Missing Data

    SILVER CONTRIBUTOR
    Posted 24 days ago

     Hi All,

    I'm attempting to build a flow (it's my first!) that will send an email notification. Unfortunately, our Outlook Exchange is on-prem so instead of using the Send an Email action I'm using Notifications. I got the email notification to send with the headers, but the Dynamics 365 values don't appear. I've tried using an HTML table as well as what I have now. Any advice?






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    Kaitlin Burns
    Application Developer
    CareSource
    Dayton OH
    ------------------------------
    Academy - Online Interactive Learning from Experts


  • 2.  RE: Flow Email Notifications Missing Data

    TOP CONTRIBUTOR
    Posted 24 days ago
    I think the problem is your List Records action has a filter condition that returns zero records because "createdon" is a datetime field and you are saying it should only pull back records that were created on that second. You should use a range of createdon lt addDays(utcnow(), -1) and createdon gt addDays(utcnow(),-2)

    ------------------------------
    If this answered your question, please click on the arrow button next to Reply Inline and choose 'Make Best Answer.'
    Thanks.
    Nelson Johnson, Solution Architect
    BroadPoint, Inc., Bethesda MD
    Link with me! https://www.linkedin.com/in/nelsonjohnson/
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 3.  RE: Flow Email Notifications Missing Data

    TOP CONTRIBUTOR
    Posted 23 days ago
    @Kaitlin Burns you should use the Common Data Service (Current Environment) connector instead of the Dynamics 365 connector as the Dynamics 365 will be deprecated. ​

    Moreover, it is much easier to work with queries using the Common Data Service (Current Environment) connector. Here you can use Advanced Find to create a view, and verify that it returns the correct records. Afterwards you can simply copy the FetchXML from the view to the 'List Records' action in your Flow.

    @Carl de Souza has a fine blog post and video explaining how to use the Common Data Service (Current Environment) connector which you can find here.



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    BR,
    Niels
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    Academy - Online Interactive Learning from Experts


  • 4.  RE: Flow Email Notifications Missing Data

    SILVER CONTRIBUTOR
    Posted 23 days ago
    Hi Niels,

    Any idea why I would be missing the Fetch xml area in List records?


    ------------------------------
    Kaitlin Burns
    Application Developer
    CareSource
    Dayton OH
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 5.  RE: Flow Email Notifications Missing Data

    TOP CONTRIBUTOR
    Posted 23 days ago
    Because there are 2 different Common Data Service connectors and the one you want is called "Common Data Service (current environment)" which gives you more actions with more features:

    In order to get that connector, you need to navigate to a solution and create a flow in the solution




    ------------------------------
    If this answered your question, please click on the arrow button next to Reply Inline and choose 'Make Best Answer.'
    Thanks.
    Nelson Johnson, Solution Architect
    BroadPoint, Inc., Bethesda MD
    Link with me! https://www.linkedin.com/in/nelsonjohnson/
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 6.  RE: Flow Email Notifications Missing Data

    SILVER CONTRIBUTOR
    Posted 16 days ago

    Thank you Nelson and Niels! With your combined help I was able to get this working. My original question is resolved.

    I do like using the Fetch xml, which I got from an advanced find view, to pull the data. The only issue I'm working on now is the way it looks. I'm researching this as well, but the owner is pulling in as the ID instead of the text. I've tried selecting Owner (value) and Owner (ID), but result is the same. Also, you can see it's all running together in one line. 


    Anyway, I appreciate all the help you both have given!


    ------------------------------
    Kaitlin Burns
    Application Developer
    CareSource
    Dayton OH
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 7.  RE: Flow Email Notifications Missing Data

    SILVER CONTRIBUTOR
    Posted 16 days ago

    Just as an FYI I was able to fix the formatting by looking at this article: https://www.sharepointsiren.com/2019/07/formatting-html-tables-in-flow/

    Now all that remains is fixing the Owner field.

    thanks!



    ------------------------------
    Kaitlin Burns
    Application Developer
    CareSource
    Dayton OH
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 8.  RE: Flow Email Notifications Missing Data

    TOP CONTRIBUTOR
    Posted 16 days ago
    @Kaitlin Burns

    You can use the 'Get Records' action to get the owner of the opportunity. After that, you can reference the Full Name field in your email:


    ------------------------------
    BR,
    Niels
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 9.  RE: Flow Email Notifications Missing Data

    SILVER CONTRIBUTOR
    Posted 16 days ago
    Thanks! I actually just figured it out. Maybe mine is a round about way but it's working :)


    ------------------------------
    Kaitlin Burns
    Application Developer
    CareSource
    Dayton OH
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 10.  RE: Flow Email Notifications Missing Data

    SILVER CONTRIBUTOR
    Posted 23 days ago
    Hi Nelson,

    I appreciate the help! Maybe I'm writing the expression wrong. Is this right so far? Then I would add 'and createdon gt adddays(utcnow(), -2)?


    ------------------------------
    Kaitlin Burns
    Application Developer
    CareSource
    Dayton OH
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 11.  RE: Flow Email Notifications Missing Data

    TOP CONTRIBUTOR
    Posted 23 days ago
    Hi Kaitlin,
       The problem is that you have used "it" instead of "lt" (that is a lower case LT).
    Here is a good article that explains how to write filter conditions
    https://blog.ion.works/2019/03/17/common-odata-filters-for-microsoft-flow-a-reference-chart-for-users-of-all-kinds/

    ------------------------------
    If this answered your question, please click on the arrow button next to Reply Inline and choose 'Make Best Answer.'
    Thanks.
    Nelson Johnson, Solution Architect
    BroadPoint, Inc., Bethesda MD
    Link with me! https://www.linkedin.com/in/nelsonjohnson/
    ------------------------------

    Academy - Online Interactive Learning from Experts


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