How to send the birthday mail to the user in Dynamic CRM?

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Sending birthday emails in Dynamics CRM can be automated using workflows or Power Automate. Here’s a step-by-step guide to help you set it up:

Using Dynamics CRM Workflow

  1. Create a Custom Field:

    • Add a custom date field to store the user’s birthdate.

  2. Create a Workflow:

    • Go to Settings > Processes > New.
    • Name your workflow and set the category to Workflow.
    • Set the entity to Contact (or the relevant entity).
    • Set the scope to Organization.

  3. Define the Workflow Steps:

    • Add a step to check if the current date matches the birthdate.
    • Add a step to send an email. You can use a predefined email template for birthday wishes.

  4. Activate the Workflow:

    • Save and activate your workflow.

Using Power Automate

  1. Create a Scheduled Flow:

    • Open Power Automate and create a new scheduled flow.
    • Set the schedule to run daily.

  2. Add Actions:

    • Use the Get Items action to retrieve contacts with today’s date as their birthdate.
    • Use the Apply to Each action to loop through the contacts.
    • Use the Send an Email (V2) action to send the birthday email.

  3. Configure Email Content:

    • Customize the email subject and body with dynamic content to personalize the message.

  4. Save and Test:

    • Save your flow and test it to ensure it works as expected.

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