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Workflow to send e-mail to multiple related contacts

Question
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I have a custom entity that has a 1:N relationship to 'Contacts'. I am trying to setup a workflow that will notify the related contacts when a change has occurred to the base entity. I can get to the 'To:' on the email in workflow, but cannot see anywhere to setup to send to mutliple related contacts?
Do I need a custom workflow action for something like this?
correction: This is a N:N relationship to contacts, not 1:N
- Edited by Chris_Harrington Monday, March 22, 2010 6:36 PM
Monday, March 22, 2010 5:43 PM
Answers
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Don't think there is a good CRM centric way to do this, so I plan to use SQL Agent to query the filtered views for changes to the entity, then send notifications through SQL Mail. Not necessarily the best way to do it, but a good workaround for now.
Maybe CRM5 will have something like this?
- Marked as answer by Chris_Harrington Tuesday, March 23, 2010 5:33 PM
Tuesday, March 23, 2010 5:33 PM
All replies
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Yes you need to write a custom workflow to send emails, crm doesn't support Multiselect Lookup fields for email through workflow.
http://www.allaboutdynamics.comMonday, March 22, 2010 5:50 PM -
Are there any good examples out there on how to do this, or something similar?Monday, March 22, 2010 6:35 PM
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Hi Chris,
Please check this URL. This explains how can you can workflow for N:N relationship..
Hope this helps..
Monday, March 22, 2010 7:39 PM -
This one is really, really close to what I need, but not quite. Since the N:N relationship is to the contact, i have to put the child workflow on the contact. But then I have no way to pass details about the original entity to the email. Starting to look like I may need to create a special workflow activity. Just can't believe that this hasn't come up before. :)Monday, March 22, 2010 11:12 PM
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Don't think there is a good CRM centric way to do this, so I plan to use SQL Agent to query the filtered views for changes to the entity, then send notifications through SQL Mail. Not necessarily the best way to do it, but a good workaround for now.
Maybe CRM5 will have something like this?
Tuesday, March 23, 2010 5:32 PM -
Don't think there is a good CRM centric way to do this, so I plan to use SQL Agent to query the filtered views for changes to the entity, then send notifications through SQL Mail. Not necessarily the best way to do it, but a good workaround for now.
Maybe CRM5 will have something like this?
- Marked as answer by Chris_Harrington Tuesday, March 23, 2010 5:33 PM
Tuesday, March 23, 2010 5:33 PM