Dynamics CRM 4, Send email via workflow using (Create Email, Change Status) instead of Send Email
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יום רביעי 14 מרץ 2012 20:19
How do you send an email that has already been created ?
I tried using a "Create Email" step then a "Change Status" to "Pending Send" but emails get stuck in "Pending Send".
i.e.
Step1 Create Email
Step2 : Change status to Pending Send.
Can this be done ? What am I missing here ?
Workflows using a "Send Email" step work fine (emails get sent and received).
More context for those that want it :
I want to have a workflow that sends an invoice by email :
Step1 : Create Email
Step2 : I create a Custom Workflow Activity that downloads the invoice (report) and attaches it to the email
Step3 : Put the created email in Pending Send state.
כל התגובות
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יום רביעי 14 מרץ 2012 22:30
hi sylvain
The process of sending an email in CRM requires the SendEmail message, it wont sending by simply updating the values or changing status.
if you have skill then you can acheive this by creating a custom workflow assembly that took as an input property, the EmailId of the email and send a email via a SendEmailRequest.
hth
dkay
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- הוצע כתשובה על-ידי Andrii ButenkoMVP, Moderator יום חמישי 15 מרץ 2012 03:00
- סומן כתשובה על-ידי sylvain.hamel יום חמישי 15 מרץ 2012 13:18
- סימון כתשובה בוטל על-ידי sylvain.hamel יום שני 16 אפריל 2012 13:36
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יום רביעי 14 מרץ 2012 22:35
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יום חמישי 15 מרץ 2012 06:29
Hi
Did this help?
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Thanks
Dkay
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יום חמישי 15 מרץ 2012 13:20Thanks but the report attachment part works. My problem was trying to find a way to send the email afterwards whitout any code.
Sylvain Hamel
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יום חמישי 15 מרץ 2012 13:34
Thx. I had seen a few articles that suggested that you could flag the email for sending without any code. I will just modify my code so that it becomes "Attach and Send" instead of just "Attach".
Step1 : Create email
Step2 : Attach Report and Send Email
Having the Send Email step done in a third step would have been nice but is not worth the extra Custom Activity.
Thx.
Sylvain Hamel
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יום רביעי 11 אפריל 2012 14:43
Actually there is a way to this without any code... (tested with email router)
Step1: Create mail, under Additional Fields, set 'No. of Delivery Attempts' to 0.
Step2: Change status to 'Pending Send'
- הוצע כתשובה על-ידי vip33 יום רביעי 11 אפריל 2012 14:43
- נערך על-ידי vip33 יום רביעי 11 אפריל 2012 14:51
- סומן כתשובה על-ידי sylvain.hamel יום שני 16 אפריל 2012 13:35
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יום שני 16 אפריל 2012 13:09Thank you vip33. Exactly what I was looking for.
