Hoping folks can help here, but I am trying to send an email notification to an owner of a opportunity when the estimate close date has past as a notification to update the record.
I haven’t used the power automate flows yet in Dynamics 365, anyone that can outline how to do that or have a video on it?
Thanks!
I would create a Scheduled Cloud Flow and set it to run each day at 9am and check for Opportunities where the Estimated Closed Date is yesterday using an XML Query (as per screenshots)
Hi there! I’ve put out a few videos about Power Automate… this one is a little dated but I think it will get you started!
Here’s the blog series I did for “Flow 101” as well:
