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


  • 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.

    Follow Workopia on Twitter

    Good CRM Links: http://www.workopia.com/Links.htm
    My CRM Blog: http://mscrmonline.wordpress.com

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