MS CRM 2011 ONLINE - email sending workflow RRS feed

  • Question

  • I need to automate email sending process with workflow. The problem is that we are using CRM ONLINE and mainly CRM for Outlook Client.

    Because we are using Outlook Client, the normal email process goes this way: email goes first to Outlook and then the Outlook sends it. This is when a normal user sends email. 

    But what about the automated process. The workflow sets sender of the email to normal user. And because of that the email needs to go first to the user's Outlook and after that it will be send. And if the user is offline (computer closed) the email won't be send. 

    If the workflow sets sender to system user, then the problem is that the email won't go even to Outlook. 

    So what is the best solution to send email with workflow when we are using CRM Online and Outlook Client? The emails shoud be able to send all the time. Is that even possible?

    Friday, July 26, 2013 8:52 AM


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