Sign in
Microsoft.com
 
Microsoft
 
 
 

locked
CRM 4.0 workflow to send email who got access to an entity through sharing RRS feed

 > 

  • Question

  • Question
    Sign in to vote
    0
    Sign in to vote

    Hi,

    Is there any way I can create a workflow to send email to the users who got access to an entity through sharing? I have a scenario like when the status of a CRM entity changes an email must be automaticaly send to the users who are in the shared list of an entity? Can I achieve it only using workflows or do I need to use a plugin? Please provide some details.

    Also please let me know if there is a way I can automatically send an email at the time of sharing an entity in CRM 4.0.

     

    I am a bit new to CRM and any help on this will be very helpful.

     

    Thanks,



    Monday, May 30, 2011 1:11 PM

All replies

  • Question
    Sign in to vote
    1
    Sign in to vote

    Hi,

    You may refer to the following link for the solution for sending email notificaiton on record sharing in CRM 2011. The solution method will be same but you may require to change a code as per CRM 4.0

    http://worldofdynamics.blogspot.com/2011/05/scenario-on-record-sharing-sending.html

    Hope this will help.

    Thank You,
    Jehanzeb Javeed,
    http://worldofdynamics.blogspot.com
    Linked-In Profile |CodePlex Profile



    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".
    Monday, May 30, 2011 1:19 PM
  • Question
    Sign in to vote
    0
    Sign in to vote

    Thanks Jehanzed, This information was very helpful. But Is there any way I can send email only to the users who got access through sharing on an Account using workflow in CRM 4.0?

     

    Wednesday, June 15, 2011 4:21 AM
  • Question
    Sign in to vote
    1
    Sign in to vote

    Hi,

    Yes you can send email to the users to whom the record has been shared but in this case in plugin you also need to store the user id into the 'new_SharedUser' attribute (have to create in the entity along with other attributes new_IsSharedRecord, new_LastSharedDateTime)

    I hope this anwers your question.

    Jehanzeb Javeed

    http://worldofdynamics.blogspot.com
    Linked-In Profile |CodePlex Profile

    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".
    Friday, June 17, 2011 8:52 PM
  • Question
    Sign in to vote
    0
    Sign in to vote

    Hi Jehanzeb,

    I need to send email to the users who got access through sharing of an account (i.e. at the time sharing an Account). That too the mail should be send only to the user who is newly added to the sharing list.

    Is it possible for you to share some code which I can use in the plugin to achieve this functionality or read the email ids of the users who got access throgh sharing. I am not planning to use any workflows for this in CRM 4.0.

    Thanks & Regards,
    Sareesh

    Monday, March 12, 2012 5:37 AM