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MSCRM 2011 : How to add cc and send a Email while saving the record in work flow RRS feed

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    Hi,

    Can any one help on this.

    My requiremet is I need to send a Email while saving the record in Account entity.

    And also I need to add 2 email address in CC

    Please let me know how will I do this requirement.

    Thanks,

    Thanks, Toushu

    Thursday, April 25, 2013 12:01 PM

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    Hi,

    You can achieve this scenario using workflow or plugin, 

    In workflow write on new record created because in workflow you cant trigger on save event workflow triggers only in  5 scenario.

    Workflow trigger only in new record create, assigned, status change, field status change and deleted

    In plugin you can achieve this requirement,.

    By default whenever you creating an email activity from an account automatically in to email address customer email id will be mapped, in CC you can define the map fields.  

    The email address going to define in CC is static or dynamic ?

    Thanks & Regards, MS CRM Consultant, V.Surya. My Blog: http://inventcrm.wordpress.com/


    Thursday, April 25, 2013 12:17 PM
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    Have a look at this and this reference for writing plugin to send/ receive emails. Also for a general walkhthrough about plugins have a look at this article.


    My Weblog | My Website

    Thursday, April 25, 2013 12:28 PM
    Moderator

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