E-mail workflow RRS feed

  • Question

  • Hi
    I need to make an E-mail workflow which is only triggered when its a sudden E-mail template thats in use. How can I do that. I dont see the relation/link between E-mail and E-mail template.

    I need to do something like this:

    Check if E-mail-template is equal "Name of E-mail template" if so
    Create a task to user
    Wednesday, January 27, 2010 2:18 PM


All replies

  • Hi Casper.
    I don't think that it's possible in workflow. You will write plugin to catch when specific template was used.
    My Dynamics CRM Blog: http://bovoweb.blogspot.com
    Wednesday, January 27, 2010 4:18 PM
  • I agree that a plugin would be a better solution.  Depending on your requirement...you could implement an ISV button that inserts a template into an email record and then executes a ondemand workflow that creates and tracks your task.  That could be done via javascript, if you had to go the codeless route.
    Thursday, January 28, 2010 7:18 AM
  • Hi thx for the replies.

    I agree in your replies so I found out to resolve the issue in another way, without the email template. Thx for the help
    Friday, January 29, 2010 10:19 AM