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CRM 2011 Sending Emails RRS feed

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    CRM 2011 OnPremise -

    I can't get emails to send through WFs nor creating one directly in the Activity entity in CRM web.  I tested directly sending an email in the Outlook client using the CRM toolbar in Outlook and the email successfully went through.  I could see the historical email in crm web as completed item as well. 

    I checked the box in the Outlook settings for CRM to allow CRM to send emails.  The settings in Admin, system settings, nothing jumped out to me as a fix.   The user level settings use the CRM outlook.  

    Any ideas why the email would not send and just remains at an Activity status of "Pending Send"?

    Thank you 


    • Edited by Torry D Monday, September 22, 2014 8:54 PM
    Monday, September 22, 2014 8:22 PM

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    Hi Torry,

    you seem to have done everything correct. Could you also confirm if you have installed outlook client for CRM on the machine where outlook is installed?.

    ideally you should have a crm menu item in your outlook. The emails are sent when you synchronize or or when you restart outlook or once in 15 minutes. Based on the server/outlook settings

    regards,

    Jithesh

    • Marked as answer by Torry D Monday, September 29, 2014 4:15 PM
    Monday, September 22, 2014 9:01 PM
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    also please check permissions for the workflow owner and the owner of email.

    lack of permissions can cause this behaviour. Can you enable trace and see if it is a permission issue?

    Jithesh

    • Marked as answer by Torry D Monday, September 29, 2014 4:15 PM
    Monday, September 22, 2014 9:14 PM

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    Hi Torry,

    you seem to have done everything correct. Could you also confirm if you have installed outlook client for CRM on the machine where outlook is installed?.

    ideally you should have a crm menu item in your outlook. The emails are sent when you synchronize or or when you restart outlook or once in 15 minutes. Based on the server/outlook settings

    regards,

    Jithesh

    • Marked as answer by Torry D Monday, September 29, 2014 4:15 PM
    Monday, September 22, 2014 9:01 PM
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    Hi Jithesh -

    Yes the the CRM client is installed on the same machine.  I do see all the proper menu items.   The email throughWF was working as of a few months ago. 

    I'm at a loss now.  In the past  I had a similiar issue, but that was due to 5000+ jobs waiting.  Once I cleared those the WF work properly sending my emails .

    Thank you for your input

    Monday, September 22, 2014 9:09 PM
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    also please check permissions for the workflow owner and the owner of email.

    lack of permissions can cause this behaviour. Can you enable trace and see if it is a permission issue?

    Jithesh

    • Marked as answer by Torry D Monday, September 29, 2014 4:15 PM
    Monday, September 22, 2014 9:14 PM