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Dynamics CRM 4, Send email via workflow using (Create Email, Change Status) instead of Send Email RRS feed

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    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.

    Wednesday, March 14, 2012 8:19 PM

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    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'

    • Proposed as answer by vip33 Wednesday, April 11, 2012 2:43 PM
    • Edited by vip33 Wednesday, April 11, 2012 2:51 PM
    • Marked as answer by sylvain.hamel Monday, April 16, 2012 1:35 PM
    Wednesday, April 11, 2012 2:43 PM

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    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

    if the response answered your question, please take a minute and mark the response as an answer.

    Wednesday, March 14, 2012 10:30 PM
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    Hi,

    FYI

    http://weblogs.asp.net/gayanperera/archive/2009/07/02/dynamics-crm-workflow-send-pdf-invoice-automatically.aspx

    http://ekoncis.blogspot.com.au/2011/07/crm-email-with-pdf-report-attachment.html

    Regards, Kyaw Kyaw Tun

    Wednesday, March 14, 2012 10:35 PM
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    Hi

    Did this help?

    Please make sure to mark as answer to the response that helped you get through. This will help others with similar problem identify the answer and also close this thread as resolved.

    Thanks

    Dkay

     

    Thursday, March 15, 2012 6:29 AM
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    Thanks but the report attachment part works. My problem was trying to find a way to send the email afterwards whitout any code.

    Sylvain Hamel

    Thursday, March 15, 2012 1:20 PM
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    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

    Thursday, March 15, 2012 1:34 PM
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    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'

    • Proposed as answer by vip33 Wednesday, April 11, 2012 2:43 PM
    • Edited by vip33 Wednesday, April 11, 2012 2:51 PM
    • Marked as answer by sylvain.hamel Monday, April 16, 2012 1:35 PM
    Wednesday, April 11, 2012 2:43 PM
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    Thank you vip33. Exactly what I was looking for.
    Monday, April 16, 2012 1:09 PM
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    This worked on CRM 2013 Hosted with an Email Router setup.  Thanks so much vip33!
    Monday, May 9, 2016 9:09 PM