Comments on: Sending E-mails with Dynamics CRM Workflows http://www.dynamicscrmtrickbag.com/2010/01/12/send-emails-with-workflows/ Building business value on Dynamics CRM Fri, 27 Jan 2012 13:09:05 -0800 http://wordpress.org/?v=2.8.6 hourly 1 By: Brock http://www.dynamicscrmtrickbag.com/2010/01/12/send-emails-with-workflows/comment-page-1/#comment-5646 Brock Fri, 09 Dec 2011 19:49:05 +0000 http://www.dynamicscrmtrickbag.com/2010/01/12/sending-e-mails-with-dynamics-crm-workflows/#comment-5646 Figures as soon as I post that I realize I had the step as "Create Email" instead of "Send Email". Voila! Figures as soon as I post that I realize I had the step as “Create Email” instead of “Send Email”.

Voila!

]]> By: Brock http://www.dynamicscrmtrickbag.com/2010/01/12/send-emails-with-workflows/comment-page-1/#comment-5645 Brock Fri, 09 Dec 2011 19:45:53 +0000 http://www.dynamicscrmtrickbag.com/2010/01/12/sending-e-mails-with-dynamics-crm-workflows/#comment-5645 Everything appears to be working, but when the workflow/process creates the email, it just sits in status "Pending Send". I've verified inbound/outbound profiles in Email Router are configured and working when manually creating emails. What now? Everything appears to be working, but when the workflow/process creates the email, it just sits in status “Pending Send”.

I’ve verified inbound/outbound profiles in Email Router are configured and working when manually creating emails.

What now?

]]> By: Richard Knudson http://www.dynamicscrmtrickbag.com/2010/01/12/send-emails-with-workflows/comment-page-1/#comment-4082 Richard Knudson Tue, 12 Jul 2011 12:42:07 +0000 http://www.dynamicscrmtrickbag.com/2010/01/12/sending-e-mails-with-dynamics-crm-workflows/#comment-4082 Hi Patricia, No, unfortunately you cannot do it the way you'd like to. Depending on your requirements, you might be able to accomplish your goals with a dialog process, since they can query CRM and present results to a user for selection (e.g., for a selected contact, present a list of invoices, and select one to e-mail to the contact)...but that's interactive (requires user input), and it sounds like you want automatic. There's not much you can't do with a plug-in (e.g., when an invoice record is created, custom .NET code could e-mail a version of it to a customer)...but that's custom .NET code and would be some work. If I come across anything easier I'll write it up. That would be a nice feature! Hi Patricia,

No, unfortunately you cannot do it the way you’d like to. Depending on your requirements, you might be able to accomplish your goals with a dialog process, since they can query CRM and present results to a user for selection (e.g., for a selected contact, present a list of invoices, and select one to e-mail to the contact)…but that’s interactive (requires user input), and it sounds like you want automatic.

There’s not much you can’t do with a plug-in (e.g., when an invoice record is created, custom .NET code could e-mail a version of it to a customer)…but that’s custom .NET code and would be some work.

If I come across anything easier I’ll write it up. That would be a nice feature!

]]> By: Patricia http://www.dynamicscrmtrickbag.com/2010/01/12/send-emails-with-workflows/comment-page-1/#comment-4009 Patricia Fri, 08 Jul 2011 04:23:30 +0000 http://www.dynamicscrmtrickbag.com/2010/01/12/sending-e-mails-with-dynamics-crm-workflows/#comment-4009 Hi Richard Is it posible that attachment be personalised? We need to send a workflow email with an invoice as attchment and invoice needs to have recepient relevant information. Thanks for your help Hi Richard
Is it posible that attachment be personalised?
We need to send a workflow email with an invoice as attchment and invoice needs to have recepient relevant information.

Thanks for your help

]]> By: SPS http://www.dynamicscrmtrickbag.com/2010/01/12/send-emails-with-workflows/comment-page-1/#comment-3738 SPS Thu, 26 May 2011 09:43:58 +0000 http://www.dynamicscrmtrickbag.com/2010/01/12/sending-e-mails-with-dynamics-crm-workflows/#comment-3738 Hi Richars, Is there any way I can send email using the workflow to users who got sharing on an Account, i.e whenever a user changes the status of an account I need to send email to the users who got sharing. Also is there a way I can send email when a user share an Account or can I trigger a workflow at the time of sharing an Account. I am bit new the MS CRM and it will be helpful if you can give some inputs on implemeting the above mentioned scenarios. Thanks Hi Richars,

Is there any way I can send email using the workflow to users who got sharing on an Account, i.e whenever a user changes the status of an account I need to send email to the users who got sharing.

Also is there a way I can send email when a user share an Account or can I trigger a workflow at the time of sharing an Account.

I am bit new the MS CRM and it will be helpful if you can give some inputs on implemeting the above mentioned scenarios.

Thanks

]]> By: rachel http://www.dynamicscrmtrickbag.com/2010/01/12/send-emails-with-workflows/comment-page-1/#comment-1671 rachel Mon, 03 May 2010 15:48:19 +0000 http://www.dynamicscrmtrickbag.com/2010/01/12/sending-e-mails-with-dynamics-crm-workflows/#comment-1671 Hi Richard, I'm trying to set up a workflow to send an email to a queue. I've assigned myself as the owner and gave it my email address for testing purposes. The workflow shows that the process runs successfully but the queue contains no email. Is there a setting someplace else I need to adjust? We are on CRM 4.0 rollup 10 Hi Richard,

I’m trying to set up a workflow to send an email to a queue. I’ve assigned myself as the owner and gave it my email address for testing purposes. The workflow shows that the process runs successfully but the queue contains no email. Is there a setting someplace else I need to adjust?

We are on CRM 4.0 rollup 10

]]> By: Richard Knudson http://www.dynamicscrmtrickbag.com/2010/01/12/send-emails-with-workflows/comment-page-1/#comment-1228 Richard Knudson Mon, 01 Mar 2010 01:30:42 +0000 http://www.dynamicscrmtrickbag.com/2010/01/12/sending-e-mails-with-dynamics-crm-workflows/#comment-1228 Hi Steve, Sorry it took me a while to answer you, but yes I was referring to CRM Online. The currently downloadable version of the Dynamics CRM Online E-Mail Router supports the BPOS hosted version of Exchange. I've got it up and running myself and it works great. Better late than never, eh? Richard Hi Steve,

Sorry it took me a while to answer you, but yes I was referring to CRM Online. The currently downloadable version of the Dynamics CRM Online E-Mail Router supports the BPOS hosted version of Exchange. I’ve got it up and running myself and it works great.

Better late than never, eh?

Richard

]]> By: Steve Jacobs http://www.dynamicscrmtrickbag.com/2010/01/12/send-emails-with-workflows/comment-page-1/#comment-1211 Steve Jacobs Fri, 19 Feb 2010 16:28:47 +0000 http://www.dynamicscrmtrickbag.com/2010/01/12/sending-e-mails-with-dynamics-crm-workflows/#comment-1211 IN the above post, you mention that the E-Mail router now works with BPOS. Are you referring to the CRM Online, or CRM On-Premise E-Mail router? The latest version of the on-premise E-Mail Router (that I could find) is dated 12/2007 and as of last Fall did NOT work with BPOS. Is there a newer version? DId one of the Update Rollups fix this? Thanks, Steve IN the above post, you mention that the E-Mail router now works with BPOS.

Are you referring to the CRM Online, or CRM On-Premise E-Mail router?

The latest version of the on-premise E-Mail Router (that I could find) is dated 12/2007 and as of last Fall did NOT work with BPOS. Is there a newer version? DId one of the Update Rollups fix this?

Thanks,
Steve

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