Is your company looking for a solution on how to wish “Happy Birthday!” on every employee’s birth date? Look no more! We offer this notification for free, made in Power Automate. All you need is a license for Dynamics 365 HR and Dynamics 365 System Administrator role in Power Apps.
Our Power Automate Flow offers you full flexibility on the design of the notification. You can add pictures and personalize the message as needed.
- Dynamics 365 HR Implementation
- Workers should have their birth date added to their profiles
- Dynamics 365 /Power Apps System Administration role for the environment where you are installing this flow, linked to Dynamics 365 Human Resources
- Office 365 Exchange Online license. Can be for your user or for a generic user, used to send HR notifications,
Before testing, please make sure you remove the Worker’s email. Add your testing email and then test the flow. Don’t forget to add the Workers’ email back.
1. Download the managed solution here. You will receive a download link with the solution.
2. Go to https://make.powerapps.com and select your environment. Go to Solutions
3. Click on Import and select the zip file: “ASGSendNotificationonEmployeesBirthday_1_5_0_1_managed”
4. Import the solution and select the connections for Dataverse environment and for Outlook (Office 365)
5. Open the newly imported solution and click on the cloud flow: “ASG. Send email alert on employee birthday”
6. Click on Apply to each step (last step in the flow) and then click on the last step until you reach the Send Email step
7.In the Send an email step personalize you message to the employee according to your company’s policies. You can even send pictures (stored on a public site). Also, you can personalize here the Sender of your flow. It could be you, or a generic email address such as HR-Notifications@company.com. Please reach out to us if you need help during this step, at email@example.com.
IF YOU CHOOSE TO DOWNLOAD AND USE THIS PRODUCT, YOU ACCEPT THE SERVICE “AS IS,” WITH NO REPRESENTATION OR WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING WITHOUT LIMITATION IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, OR NONINFRINGEMENT OF INTELLECTUAL PROPERTY RIGHTS OR ANY IMPLIED WARRANTY ARISING FROM STATUTE, COURSE OF DEALING, COURSE OF PERFORMANCE, OR USAGE OF TRADE. WITHOUT LIMITING THE GENERALITY OF THE FOREGOING, VENDOR HAS NO OBLIGATION TO INDEMNIFY OR DEFEND CUSTOMER AGAINST CLAIMS RELATED TO INFRINGEMENT OF INTELLECTUAL PROPERTY RIGHTS.
We do not warrant that the Software will perform without error or that it will run without immaterial interruption. We provide no warranty regarding, and will have no responsibility for, any claim arising out of: (a) a modification of the Software made by anyone other than us, unless we approve such modification in writing; or (b) use of the Software in combination with any software or hardware.