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RMD211
Resolver III
Resolver III

Send consolidated email with overdue tasks/appointments from Dynamics 365

Hello!

 

I'm hoping someone can point me in the right direction for how to group overdue tasks/appointment (basically any Activity in Dynamics that has a due date) and send one email, once a week to the Owner of those tasks?

 

I've got started with this (which I know is not much!) and got as far as getting my list of who owns the tasks and consolidated them down to remove the duplicates.  

RMD211_0-1712748085743.png

 

Now I do not know how to use the consolidated list of Owners to filter my list of tasks. I've got test steps (List Rows and DEV TABLE) where I can my filter to pull out only tasks Overdue and Open is working.  How do I add my Owner as the third filter?

RMD211_1-1712748138958.png

 

I have tried Filter Array and Apply to Each with no luck - I think I am just missing something but I'm not sure what!

 

I want there to be a way to filter the list of rows taking from the Dataverse and split by who owns the task so they receive an email only with their own overdue tasks.  

 

 

3 REPLIES 3
ManishSolanki
Super User
Super User

Hi @RMD211 

 

Pls check out my blog for the similar use case, the only difference is I have used SharePoint as a data source:

Single consolidated email to user (owner) for single select user field in SharePoint - Microsoft Pow...

 

 

If this helps & solves your problem, please remember to give a 👍 and accept my solution as it will help others in the future.

 

Thanks
Manish Solanki
View my blog
Linkedin

THis hasn't worked for me - it was hard to compare SP to Dynamics - I think I need a Dynamics example!

 

When I tried it, adding the filter array put a second apply to each box in and then all it does is loop through all my users (unconsolidated as it is now no longer interested in the first apply to each box) and return the same task multiple times

RMD211
Resolver III
Resolver III

I think my issue may be with adding _ownerid_value as an Odata filter?

 

RMD211_0-1712751271299.png

My flow now works like this:

BUT I can't seem to be able to pull the ConsolidatedOwners ID into the filter criteria.

RMD211_1-1712751299028.png

 

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