Automated email from SharePoint CRM not sending to clients
Check three things first: the email address field in SharePoint has the right person selected, the Power Automate workflow is turned on, and your email account has permission to send on behalf of the CRM user. it's a missing email address or the workflow being accidentally disabled.
SharePoint CRM automations send emails through Power Automate. That's a separate tool that needs to be turned on and set up correctly. If emails aren't going out, something in the chain isn't connected. Maybe the wrong email address field is being used, the workflow is paused, or the email account doesn't have permission to send. We'll walk through checking each piece and reconnecting them.
- ✓Have the specific CRM record open that should have triggered the automated email
- ✓Make sure you have access to Power Automate to check the workflow status
- ✓Keep the contact's email address ready in case you need to verify it
Fix-IT-Bot will walk you through each step, just tap, no typing needed.
Skip, I just want a technicianCommon mistakes to avoid
- Filling in the email address field manually instead of selecting a contact from a Contact list. The workflow won't read it consistently
- Pausing the workflow while testing and forgetting to turn it back on
- Changing the email column in SharePoint but not updating the Power Automate workflow to match
- Assuming the workflow is broken when the real problem is an empty email address field in the CRM record
Signs you need professional help
- If the automated email still does not send after checking the workflow, give us a call and we will troubleshoot it.
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