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Hi Adxstudio experts,I want to send customer portal invitations to multiple contacts. How do I achieve this?Sending invitations for single works by manually running a workflow. Let me know if you need more clarifications. Regards,SdDev
Thanks for your reply, could you please explain more in details?
You changed the existing workflow or created a new workflow for sending multiple invitations.
Let me know if you need more clarifications.
To send portal invitation to any crm contact first step is to create Invitation Code, then the Send Invitation workflow use this invitation code and append it to portal url and send this url to a particular contact in order to start using portal.
This whole process OOB flows manually.
But you can make this process automatic by following below steps :
1. Create a new ondemand System Workflow. This workflow will create an Invitation record automatically with unique Invitation code in invitation code field.
To generate the unique invitation code, you will have to use Portal Custom Workflow (Get Random Guid Workflow Helper).
If not already installed , you can also install this workflow from Adxstudio Installer or Crm portal.
See below link for that workflow:
2. Open 'Send Workflow' and change its trigger point to 'Create'. OOB its behavior is ondemand. You just need to trigger it on Invitation record creation.
By following above two steps you can select multiple contacts and run step 1 workflow ondemand. This will automatically create invitation code and then step 2 workflow will send invitation automatically through email to all the contacts.
Hope this is exactly what you are looking for.
There is an existing workflow called "Send Invitation". Change it to run on create record. Please let me know if you need more clarification.
Hi Arpit,I have created a new ondemand workflow. This workflow runs on Entity - Contact.
And this is the existing workflow to send invitation email which is triggered on Create.
Above are the workflows that are being created/modified.I tried this but it doesn't work for me. Could you please check whether my process have been setup correctly?Regards,SdDev
You didn't perform all the steps what I have been mentioned in my last post. You will have to add one more step in first workflow (on-demand) to create Invitation record in order to update the unique code in Invitation record.
Create one more step that is "Create Record" after generating unique code step and update the generated code in invitation record.
Please see below screenshot which shows what require information to be filled in order to create Invitation record:
Thanks Arpit. Will try this and see if that works for me.
Also, could you please help me out in this issue.
There is an out-of-the-box group invitation.
Using the OOTB functionality when the Invitation is being created there is a Invitation Type picklist (defaults to Single) setting this to Group will allow you to add multiple contacts to a subgrid on the Invitation.
Use the Invitations entity (under Portal) or the "Create Invitation" command button when on the Contacts entity (but only start with 1 contact selected or inside a contact record otherwise the button disappears)
Hi Out of the box send invitation to group doesn't work for me workflow failed with error:
[Portals: Send Invitation]
Entered SendInvitation.Execute(), Activity Instance Id: 1, Workflow Instance Id: eefbe59f-0631-424f-9e05-bec15d66fd93
SendInvitation.Execute(), Correlation Id: 09cf02e2-2f3a-446b-8984-244a1eca69c8, Initiating User: 05b35911-e39d-e711-8112-3863bb349770
Exception: System.ServiceModel.FaultException`1[Microsoft.Xrm.Sdk.OrganizationServiceFault]: Duplicate Record Found for Entity: 135 with ID: 1e3f9382-44af-e711-811f-3863bb34fa70 (Fault Detail is equal to Microsoft.Xrm.Sdk.OrganizationServiceFault).
Unhandled Exception: Microsoft.Crm.CrmException: Duplicate Record Found for Entity: 135 with ID: 1e3f9382-44af-e711-811f-3863bb34fa70
at Microsoft.Crm.Sandbox.SandboxCodeUnit.Execute(IExecutionContext context)
at Microsoft.Crm.Workflow.Services.ProxyCustomActivity.Execute(CodeActivityContext executionContext)
In the Send Invitation Workflow, for the second step "Create an email to act as an email template" - navigate to View Properties, and in the create email REMOVE the dynamic values for From and To, leave them blank. Save and Activate. This resolves the issue wherein the Group Invite fails to send to all recipients and instead returns a duplicate error.
I am having a similar problem with group invites. Only the first contact is able to redeem successfully. Although, the other contact received the emails - they cannot redeem & register on to the portal with the same invitation code.
Did you / anyone find a solution redeem all invited contacts using a group invite?
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