Sign in
Microsoft.com
 
Microsoft
 
 
 

locked
CRM 2011 - Email a file that is already attached to the contacts record - via Workflow? RRS feed

 > 

  • Question

  • Question
    Sign in to vote
    0
    Sign in to vote

    Hi

    I want to be able to create an on demand workflow that emails a Customer with a file that is already present on their record as an attachment.

    The file will obviously be different for each customer.  Basically I want the user to choose the appropriate attachment and then run an on demand workflow that will send that file to the customer with standard email txt.

    Is this possible and can it be done out of the box or do I need a developer to write a custom workflow?

    I have looked at other threads but cant find an answer to something this specific

    Any help would be much appreciated

    KRHJ

    Thursday, August 8, 2013 10:32 AM

Answers

  • Question
    Sign in to vote
    1
    Sign in to vote

    You can't do this using OOB workflow, you need to write custom workflow, in your workflow you can read attachment from related customer and can email that file.

    Check this for working with notes

    also check this: http://www.stefan-scheller.com/2012/04/crm-2011-send-email-including-lines-of-document-pdf-attachment-walkthrough/

    Our Website | Our Blog | Follow US | My Facebook Page | Microsoft Dynamics CRM 2011 Application Design
    Make sure to "Vote as Helpful" and "Mark As Answer",if you get answer of your question.

    • Proposed as answer by HIMBAPModerator Thursday, August 8, 2013 10:46 AM
    • Marked as answer by KRHJ Monday, August 12, 2013 7:59 AM
    Thursday, August 8, 2013 10:44 AM
    Moderator

All replies

  • Question
    Sign in to vote
    1
    Sign in to vote

    Hi,

        The problem is fetching the relevant contact record or fetching notes record from contact record. OOTB both of these are not going to work out. In your case you need a custom workflow step to achieve this.


    Hope this helps.
     
    -----------------------------------------------------------------------
     Minal Dahiya
     
    If this post answers your question, please click "Mark As Answer" on the post and "Vote as Helpful"

    • Proposed as answer by Minal Dahiya Thursday, August 8, 2013 10:40 AM
    Thursday, August 8, 2013 10:40 AM
  • Question
    Sign in to vote
    1
    Sign in to vote

    You can't do this using OOB workflow, you need to write custom workflow, in your workflow you can read attachment from related customer and can email that file.

    Check this for working with notes

    also check this: http://www.stefan-scheller.com/2012/04/crm-2011-send-email-including-lines-of-document-pdf-attachment-walkthrough/

    Our Website | Our Blog | Follow US | My Facebook Page | Microsoft Dynamics CRM 2011 Application Design
    Make sure to "Vote as Helpful" and "Mark As Answer",if you get answer of your question.

    • Proposed as answer by HIMBAPModerator Thursday, August 8, 2013 10:46 AM
    • Marked as answer by KRHJ Monday, August 12, 2013 7:59 AM
    Thursday, August 8, 2013 10:44 AM
    Moderator