Send an email to users in a D365 Team Individually using power automate (without using a distribution list) | CloudFronts

Send an email to users in a D365 Team Individually using power automate (without using a distribution list)

D365 gives us a functionality to assign a record to a group of users which can be archived by using a D365 Team these users then are know as members of that respective team, due to functionality restrictions we cannot send an email to a  D365 team, however there are a few workarounds by which we can achieve this functionality.

Lets consider a very case.
Suppose we have a D365 team called as “Accounts Associates” we have added a set of users in this team. Now if an invoice milestone is in the ready state i.e. “Ready For Invoicing” we need to send a reminder email to this “Accounts Associates” team to take an action regarding the ready invoicing

Solution :-

The following case can be achieved by Looping through all the users in of a D365 Team.
Lets Begin with the Implementation.

Step 1 – Create a D365 Team.
Go to Security – > Teams -> Create a new team.

Step 2 – Create a Flow to send email.
1. Flow triggers when Project Contract Line is Updated, Condition Invoice Milestone is Ready for invoicing for which click on the “…” select settings and add the following condition in the trigger section.

Concurrency Control 
Limit number of concurrent runs of the flow, or leave it off to run as many as possible at the same time. 
Concurrency control changes the way new runs are queued. It cannot be undone once enabled. 
Off 
Limit 
Trigger Conditions 
Specify one or more expressions which must be true for the trigger to fire. 
@equals(triggerBody()?[imsdyn_invoicestatus•l.192350001) 
Add 
x

2.Get the Teams ID in this case I have hardcoded the ID as no record was associated with it to retrieve it
3.Get the Teams Details.
4.Get the User Details by using the following fetch XML Query.

Email to team Owner 
p Search for helpful resources 
When a Project Contract Line Milestone is Updated 
Home 
Action items 
My flows 
Create 
Templates 
Connectors 
Monitor 
Al Builder 
Process advisor 
(preview) 
Solutions 
Learn 
CFS Production 
Save Flow checker 
Copy to my clipboard (Preview) 
Rename 
Add a comment 
Static result (Preview) 
Settings 
Configure run after 
Peek code 
Delete 
My connections 
admin@DataFrontsDemo.onmicrosoft.com 
*Add new connection 
Test 
Trigger condition 
'The table name 
Scope 
Show advanced options 
{x} 
Team ID 
Name 
Type 
Value 
Update 
Project Contract Line Milestones 
Organization 
Team ID 
String 
8C4D642F-625C-EB 1 1 -AB 12-OOOD3A8C6500 
Get Account Teams 
o 
• Table name 
Item ID 
Teams 
Team ID X

5. Query :
<fetch version=”1.0″ output-format=”xml-platform” mapping=”logical” distinct=”true”>

  <entity name=”systemuser”>

    <attribute name=”fullname” />

    <attribute name=”businessunitid” />

    <attribute name=”title” />

    <attribute name=”address1_telephone1″ />

    <attribute name=”positionid” />

    <attribute name=”systemuserid” />

    <attribute name=”internalemailaddress” />

    <order attribute=”fullname” descending=”false” />

    <filter type=”and”>

      <condition attribute=”internalemailaddress” operator=”not-null” />

    </filter>

    <link-entity name=”teammembership” from=”systemuserid” to=”systemuserid” visible=”false” intersect=”true”>

      <link-entity name=”team” from=”teamid” to=”teamid” alias=”ag”>

        <filter type=”and”>

          <condition attribute=”teamid” operator=”eq”  uitype=”team” value=”{Your Team ID}” />

        </filter>

      </link-entity>

    </link-entity>

  </entity>

</fetch>

Get User Details 
• Table name 
Select Query 
Filter Query 
order By 
Expand Query 
users 
Limit the properties returned while retrieving data. 
An ODATA filter query to restrict the entries returned (e.g. stringcolumn eq 'tri 
An ODATA orderBy query for specifying the order of entries. 
Related entries to include with requested entries (default = none).

For all the users Send an Email individually to the user

For all users in the team 
*Select an ou tfrom reviousste s 
value x 
Send an email to the user indivisually 
To 
• Subject 
• Body 
Show advanced options 
Primary Email x 
Inv'0ice Milestone Ready for Invoicing 
Font 
12 
Team N ame x Team, 
An invoice milestone is ready for invOCing, Please take the necessary actions. 
Thanks, 
This is a system generated Email.

Output
User 1. Which is CRM Admin in my case in the team.

User 2 Vidit Gholam system Administrator

Move to v Categorize @ Snooze v 
Invoice Milestone Ready for Invoicing 
G) This message was sent with Low importance 
Vidit Gholam 
Thu 2/2512021 1:35 PM 
To: Vidit Gholam 
Hi Account Associate Team, 
• ) Undo 
CloudFronts 
VG 
Sign out 
Vidit Gholam 
admin@DataFrontsDemo.on... 
View account 
Open another mailbox 
An invoice milestone is ready for invocing, Please take the necessary actions. 
Thanks, 
This is a system generated Email. 
Reply 
Forward

Hope that helps. !


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