Not all businesses have licensing for the Dynamics 365 Marketing application, but still have a need to send emails with dynamic content, images and other functionality that’s typical with HTML emails. In cases like this, Power Automate flows may be leveraged to achieve the same result.
One of our clients needed to send dynamic emails to their customers in a very specific format based on different scenarios, such as the terms of their renewal. Their emails needed to support a lot of style, images and buttons, as well as dynamic content in the form of renewal dates, previous order information, and pricing tables that reflected correct costs with tax calculations and discounts. They had two scenarios– sending the email themselves, or sending it to a third-party that would print PDF documents and ship to the customer. Both scenarios were supported through this process with minor differences between.
Setting Up The Flow
First you will
Create the HTML with CSS styling to be used in your Power Automate flow.
In this use case, we copied a previously used HTML template with styles and colors, and brought it over to the flow to modify it. Once you create the HTML email with CSS styling, you are then able to populate dynamic content from the flow and inject it into the html.
Place HTML into the body of your message and send!
Utilizing the Outlook connector in your flow, you will then drop the HTML into the body of your message in preparation to send to your recipients. The HTML will render upon sending, allowing for beautifully styled emails with the correct dynamic data for a perfectly personalized message.