Loading...

Schedule weekly email with quote details and hyperlink | Part 1

Schedule weekly email with quote details and hyperlink | Part 1

This article provides an in-depth tutorial on how to use Power Automate to schedule a weekly email that includes quote details and a hyperlink. The scenario being addressed is salespeople needing reminders for outstanding quotes that require follow-up. The article explains how to setup triggers, variables, and conditions to automate the process of sending the email via Outlook. By automating this process, salespeople can save time and focus on other tasks, while businesses can ensure that tasks are being completed efficiently.

This is part one of the tutorial, and readers can look forward to part two that provides more information on how to add more functionality to the weekly email reminder. For more detailed information on the topic, you can read the full article here.

Published on:

Learn more
Dynamics 365 Talk – D365 "Taylored" to you!
Dynamics 365 Talk – D365 "Taylored" to you!

Share post:

Related posts

A Beginner’s Guide to API Integration and Automation

If you're a beginner in programming and application development, learning about API integration and automation is a crucial step towards maste...

3 months ago

What is the Impact of MS CRM Workflow Automation on Efficiency Improvement?

Microsoft Dynamics CRM is an advanced customer relationship management system that empowers businesses with a range of tools to optimize their...

1 year ago

Schedule weekly email with quote details and hyperlink | Part 2

In this two-part article series, you'll learn how to set up a Power Automate flow that can help you send a weekly email complete with Dynamics...

1 year ago

Automation Kit ROI Overview | Automation Kit for Power Platform

This short video provides an overview of the ROI process for the Automation Kit, a powerful tool for the Power Platform. By walking you throug...

1 year ago

Setup Automation Kit Satellite solution part 2 | Automation Kit for Power Platform

Part 2 of this tutorial walks you through the steps necessary to install the Automation Kit Satellite solution for the Automation Kit for Powe...

1 year ago

Intelligent Automation using Power Automate as a Platform - Introduction

In the age of increasing demand for services and products, intelligent automation has become a necessity. Intelligent automation or cognitive ...

2 years ago

Sales Force Automation within Microsoft Dynamics 365 CRM – Increase Conversions & ROI

In today’s dynamic business world, organizations must constantly evolve to remain competitive, and automation is one of the key elements of th...

1 year ago

How to Customise Dynamics 365 Sales Quote Lines with Margin Values using Calculated Fields

This video tutorial delves into the world of customizing Dynamics 365 Sales Quote Lines with Margin Values through the use of calculated field...

1 year ago

Intelligent Automation using Power Automate as a Platform - Introduction

As the demand for products and services increases globally, it necessitates automation. Intelligent Automation, also known as Cognitive Automa...

2 years ago
Stay up to date with latest Microsoft Dynamics 365 and Power Platform news!
* Yes, I agree to the privacy policy