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Workflow-sending out email from mscrm 2011 using the record /contact owner as the sender RRS feed

  • Question

  • Hello!

    How I need configure my workflow, that send out marketing emails from Dynamic CRM 2011 using marketing list record/contact owner as the sender (FROM field)?

    Sunday, October 16, 2011 4:30 PM

Answers

  • Out of the box - via Marketing List > Send Email/template > It will only send to the Contact/Lead/Account email address and not the record owner.

     

    Instead of using the regular send email - you can use workflow (250 at a time), within the workflow email setup so that the Email to is set to the Record Owner instead of the Contact.

     

    Or look into 3rd Party Email solutions.


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    • Marked as answer by zenaars Monday, March 26, 2012 10:06 AM
    Sunday, October 16, 2011 4:56 PM
    Moderator