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Workflow to send a single email to multiple contacts... one at a time. RRS feed

  • Question

  • I'm trying to create a workflow from a custom entities that has a sub-grid of many contacts. In the workflows, I want to send a single email to each contact, but not a single email to ALL contacts at once, as the data contained on the email is specific to the contact and confidential.  I cannot even allow the other contacts to know any of the other emails have gone out.

    I don't see anyway to loop through the contacts in the workflow and send the email.  Is this possible in CRM 2011? Can someone guide me in the right direction here?  It seems easy but I don't see how to iterate through the contacts within the workflow.  Maybe a child workflow can do this? 

    If I was just in C#, I do a foreach for the collection of contacts.  But I don't see a way to do this in a workflow.  What am I missing?


    Jon Gregory Rothlander

    Tuesday, March 3, 2015 7:02 PM

Answers

  • Hello Jon,

    There are several ways of doing mentioned task.

    1. Develop custom workflow activity that will do all required operations.

    2. Use distribute workflow activity to loop through all child contacts and send email through child workflow.

    Dynamics CRM MVP
    My blog

    Tuesday, March 3, 2015 7:18 PM
    Moderator

All replies

  • Hello Jon,

    There are several ways of doing mentioned task.

    1. Develop custom workflow activity that will do all required operations.

    2. Use distribute workflow activity to loop through all child contacts and send email through child workflow.

    Dynamics CRM MVP
    My blog

    Tuesday, March 3, 2015 7:18 PM
    Moderator
  • you could also try mail merge. It sends one email to Multiple contacts with same email id. - email id will be like a primary key.

    work flow method issue is that you will send one mail each for each contact. The plus side is that you can use html in email while using a work flow.

    regards

    Jithesh

    Tuesday, March 3, 2015 10:00 PM