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Power Automate template-based business events

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The following templates are available for Microsoft Dynamics 365 Human Resources:

  • Goal due reminder
  • Review start reminder
  • Review end reminder
  • Task upcoming reminder
  • Task overdue reminder

Power Automate templates

To use Power Automate templates to create business events in Dynamics 365 Human Resources, follow these steps.

  1. Open Power Automate.
  2. On the left navigation pane, select Templates.
  3. Search for the template name (for example, Goal due reminder).
  4. Select the template. The flow connection is shown.
  5. Select Continue.
  6. Enter your Dynamics 365 Finance environment.

To change the recurrence of the flow, go to Recurrence, and update the Interval and Frequency fields. If you update the flow interval from every day to every week, the flow will run once a week and send email notifications.

You can update email notification in the Conditions section. When the Goal due reminder flow is run, the email notification is sent to all workers where the goal end date is the current date, and the goal isn't completed or canceled. To send notifications to all workers where a goal is due on a specific date, change the condition by using Is less than and equal to.