Email Workflow Utilities – Jason Lattimer

This has been developed by Jason Lattimer – you can find more information on his GitHub page https://github.com/jlattimer/CRM-Email-Workflow-Utilities and from there you will be able to see a link to download it.

Jason also has a blog that you can find https://jlattimer.blogspot.com/2018/03/updated-crm-workflow-utilities.html

In summary his solution will provide Custom workflow actions that deal with emails in Dynamics CRM 2015, 2016, & D365/CE (v7.0+) (although more items may have been added after writing this)

• Email Business Unit
• CC Business Unit
• Email Security Role
• CC Security Role
• Email Team
• CC Team
• Email Queue Members
• CC Queue Members
• Email Connection
• CC Connection
• Delete Email Attachments
• Delete Email Attachments By Name
• Send Draft Email
• Check Email Attachments Present & Count
• Create Template

To go back to my ‘index of workflow tools’ have a look at my blog which can be found here