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Send "My Draft Emails" automaticly with Workflow

Posted on by 50

Hi all,

I've created a workflow wich is able to create an E-Mail record with alle required infromation (from, to and subject). I am able to see all created E-Mail in my view "My Draft Email". When I open each of them and click "send" the E-Mail will sent vie my Outlook during the Synchronisation -> it works so far.

What I'd like to do is to send all draft E-Mail automaticly with using a workflow and I'v already created one (see Screenshot).

Draft-E_2D00_Mail.PNG

0218.Workflow.PNG

This process dosen't work.

All selected E-Mail are moving in "My Pending Email" with Status reason as "Pending Send". Normaly i should now get the Mails sent when I sinchronize my Outlook with CRM, but nothing happens.

When I open a draft Email and click on "Send" it works. The Email will sent from my Outlook.

Have anyoune an idea how can I solve this issue?

Thanks

BG

Leon

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  • Suggested answer
    CU19091627-0 Profile Picture
    CU19091627-0 2 on at
    Send "My Draft Emails" automaticly with Workflow
    Besides changing the status to Pending Send, you also need to set the No. of Delivery Attempts on the Email to 0.
  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Send "My Draft Emails" automaticly with Workflow

    any news?

  • Suggested answer
    JLU Profile Picture
    JLU on at
    RE: Send "My Draft Emails" automaticly with Workflow

    I have found a solution, I use the crm workflowtools to sent the mails

    https://archive.codeplex.com/?p=msdyncrmworkflowtools

  • wikap.dk Profile Picture
    wikap.dk 456 on at
    RE: Send "My Draft Emails" automaticly with Workflow

    No I still struggle, but would like to know a solution :)

  • Suggested answer
    JLU Profile Picture
    JLU on at
    RE: Send "My Draft Emails" automaticly with Workflow

    Any news here?

  • Leon Podiev Profile Picture
    Leon Podiev 50 on at
    RE: Send "My Draft Emails" automaticly with Workflow

    Hi,

    unfortunatly i couldn't finde any solution for it. Only in Connection with Outlook can I use the workflow (see Davids Suggestion). If I Change to Server side it doesn't work.

  • wikap.dk Profile Picture
    wikap.dk 456 on at
    RE: Send "My Draft Emails" automaticly with Workflow

    Hi Leon

    I've used the create email trick for a long time ... but recently it has stopped working for me also - did you find a solution?

    (CRM Online 8.2.2.160 / Server Side Sync to Exchange Online)

    /H

  • Leon Podiev Profile Picture
    Leon Podiev 50 on at
    RE: Send "My Draft Emails" automaticly with Workflow

    Hello David,

    thank you for your advice. Now I've changed the E-Mail-Sender to our CRM-Status-User. This user has verified E-Mail-Adress which is registred as a Mailbox with "outgooing" as "Success".

    I have now same Problem like with my User before: Now when I click to "send" it works, I can receive the E-Mail, but when I start the Workflow to send all Draft-E-Mails together the Status Keep staying as "pending send".

    P.S. I get this message but I have no idea what i have to do or what does it mean

    "This message has not yet been submitted for delivery. For more information, see help."

    Do you have any Idea?

    thanks

    Leon

    3835.Mailbox.png3835.Mailbox.png

  • Karsten Wirl Profile Picture
    Karsten Wirl 4,477 on at
    RE: Send "My Draft Emails" automaticly with Workflow

    Hi Leon.

    Great!

    Mark Davids answer as verified. :)

    Kind regards,

    Karsten

  • Leon Podiev Profile Picture
    Leon Podiev 50 on at
    RE: Send "My Draft Emails" automaticly with Workflow

    Thank you so much!!

    It works now!

    BR

    Leon

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