Parag Chapre

How to send notifications/emails from Dynamics 365 HR by using Power automate

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In this article, we will see how to send notifications/emails in Power automate. In my earlier article, I have shown how to create alerts in Dynamics 365 HR and F&O. If you miss that article then here is the link.

How to use Alerts in Dynamics 365 F&O/HR – TechDynamics (paragchapre.com)

When to use power automate notifications/emails functionality

Dynamics 365 provides the basic functionality of alerts. For example, if you want to send alerts to a user when the record is created with some condition then it is not possible. Also, when a particular field is modified in Dynamics HR then you cannot send an alert. In this case, you can use power to automate to achieve this.

Pre-requisite

  • To create a flow that triggers when you create, modify, or delete a row, you must have user-level permissions for create, read, write, and delete on the Callback Registration table.
  • Additionally, depending on the scopes defined in the flow, you might need at least that level of read on the same table. You can get more information about Environment security.

How to send notifications/emails to users

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3 Comments

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  3. Clear instructions.

    A question regarding adding dynamic data within the sent mail.

    – How can I select dynamic data that is not provided in the dropdown list while creating the flow?

    In my case; Other than some name information, I’d like to add position information as well as employment data information within the sent mail.
    However, that is not data available in the dynamic data dropdown.

    Which I find strange, since that data is part of the process I go through when creating a new employee in D365HR (-> Hire action).
    Within that process, I provide the position and the start (or end) date of the Hire.
    But can not select the dynamic data field that belongs to these data fields.

    How can I solve this?

    I already tried to add them by temporarily selecting another table in the trigger (like position and employments).
    While doing that, I can now select the desired dynamic data fields.
    To finalize I then provide the table that i want to act as the trigger.

    However, this is not the way to go, since all these fields in the mail, remain empty.

    Bottomline of my question; How can I add dynamic content fields that are not part of the standard provided dropdown list, but are a part of my Hire process of adding a worker?

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