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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Change HTML of an emai...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Change HTML of an email through power automate

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Posted on by CE-15121502-0 16
Hello!
 
I have an idea of having a co pilot agent changing a weekly newsletter each week so that we minimize the amount of work we have to do and create something new each week. I have managed to create a flow that changes the "designer HTML" of an email by going through the email table. So everything seems to work great! Also the subject and preview text gets changed with success.
 
My question here is if you have any ideas on how this can be done, if you have done it before, and if this is safe to do? Since the emails are technically objects, and the table is a collection of read only objects that can be changed through power automate, would this create any problems if I were to more it to production? 
 
Overall, it looks great so far, and I am really excited to see the real results of this.
 
This question might also be better posted in the dynamics 365 integration, dataverse and general topics forum.
Categories:
Dynamics 365 Customer Insights - Journeys
Microsoft Dynamics CRM
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  • Suggested answer
    11manish Profile Picture
    11manish 562 on at
    Your approach is valid and works, but:

    Updating email HTML directly via flows is safe only when controlled (draft state, validated content, and proper governance).
    • For production, it’s better to combine templates + Copilot-generated content + approval flow rather than fully replacing email content dynamically.
  • CE-15121502-0 Profile Picture
    CE-15121502-0 16 on at
    Thanks for the fast reply Manish! 
     
    I agree that it always has to be controlled, so right now my thought was to always put it in the draft state so that the sendout always requires a manual control and creation of a journey, so that the send out is always an active human choice. This should also make sure that the content is always validated.
     
    The problem that i encountered in our scenario when using copilot generated content is that we are using an external source of putting in products in our email through the custom code block. So this setup/approach always puts in the code, headlines and text in preplaced {editable places} that are prompted.
     
    In our experience, it still takes a lot of time when using copilot generated content that is copy pasted from copilot and in the email. 
     
    I am very much open to other approaches, since there might be a better one. 
  • Suggested answer
    ManoVerse Profile Picture
    ManoVerse 1,077 Super User 2026 Season 1 on at
    directly modifying the designer HTML of marketing emails via Power Automate is not recommended for production. it may work technically, marketing emails are system managed objects, and editing fields like designer Html is not a supported or upgrade safe approach and can break the designer or future updates. 
    you might use email templates with content blocks/dynamic content and let Power Automate or Copilot update data (Dataverse records) that the email references, rather than rewriting the email HTML itself. This approach would be fully supported, safer for system ALM and production ready.
    Flow you can design like : 
    1. One email template make the same layout as you have now( header, sections, footer).
    2. Weekly content (title, intro text, articles, images, links) is stored in Dataverse might be in custom table or content blocks.
    3. Power Automate / Copilot updates those records each week.
    4. The email automatically renders the new weekly content when it’s sent.
  • CE-15121502-0 Profile Picture
    CE-15121502-0 16 on at
    I did not think of that ManoVerse, but it makes a lot of sense! I will try to go through that approach then instead since it solves some problems I did encounter when going through my idea. Thanks a lot!

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