Skip to main content

Notifications

Community site session details

Community site session details

Session Id :
Microsoft Dynamics CRM (Archived)

workflow that sends email of all the records in a table

(0) ShareShare
ReportReport
Posted on by 803

Is it possible to have a workflow fire at 12pm each day that creates an email that includes the "subject" field of all records added to that table in the last 24 hours? 

*This post is locked for comments

  • Verified answer
    Alex Fun Wei Jie Profile Picture
    33,626 on at
    RE: workflow that sends email of all the records in a table

    Hi,

    yes, custom workflow is to extend the functionality of oob workflow. You can refer below article on how to create a custom workflow.

    docs.microsoft.com/.../sample-create-custom-workflow-activity

    www.youtube.com/watch

  • Ben T Profile Picture
    803 on at
    RE: workflow that sends email of all the records in a table

    Mahen,

    How do custom workflows work? Is it like writing a plugin?

  • Suggested answer
    Mahendar Pal Profile Picture
    45,095 on at
    RE: workflow that sends email of all the records in a table

    In addition to above suggestions for utilities, You can use this with the combination of Out of the box workflow + custom workflow to query records for the entity.

  • Verified answer
    RaviKashyap Profile Picture
    55,410 Moderator on at
    RE: workflow that sends email of all the records in a table

    Hi,

    Check this thread which has the answer to the similar question with possible options. Its a big thread and involves couple of third party utilities to achieve the complete requirement. I have tried a sample scenario and it works fine for me.

    community.dynamics.com/.../294381

    Hope this helps you as well

  • Verified answer
    Ben Thompson Profile Picture
    6,350 on at
    RE: workflow that sends email of all the records in a table

    You will not be able to do it as a workflow within Dynamics (it doesn't support multiple records and can't do timed events) but you can do it using a Microsoft Flow...

    See docs.microsoft.com/.../run-scheduled-tasks on how to schedule it to run at 12

    see powerusers.microsoft.com/.../177688 or www.powerobjects.com/.../microsoft-flow-dynamics-365-customer-engagement for how to query the set of records

    And then build an email body with all the subjects to send in an email.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Announcing the Engage with the Community forum!

This forum is your space to connect, share, and grow!

🌸 Community Spring Festival 2025 Challenge Winners! 🌸

Congratulations to all our community participants!

Adis Hodzic – Community Spotlight

We are honored to recognize Adis Hodzic as our May 2025 Community…

Leaderboard > Microsoft Dynamics CRM (Archived)

#1
Mohamed Amine Mahmoudi Profile Picture

Mohamed Amine Mahmoudi 83 Super User 2025 Season 1

#2
Community Member Profile Picture

Community Member 54

#3
Victor Onyebuchi Profile Picture

Victor Onyebuchi 6

Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans