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

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.