Send "My Draft Emails" automaticly with Workflow

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Posted on by Leon Podiev

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).

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

Leon

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David Jennaway 14,065 on at

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You also need to set the No. of Delivery Attempts to 0 with an Update step - see gonzaloruizcrm.blogspot.co.uk/.../how-to-send-email-via-workflow-without.html 

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Karsten Wirl 4,477 on at

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Hi David.

Your link doesn't work... do you mean this one?

community.dynamics.com/.../how-to-send-an-email-via-workflow-without-using-the-send-email-step-use-create-step-instead

Kind regards,

Karsten

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Leon Podiev 50 on at

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Thank you so much!!

It works now!

BR

Leon

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Karsten Wirl 4,477 on at

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Hi Leon.

Great!

Mark Davids answer as verified. :)

Kind regards,

Karsten

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Leon Podiev 50 on at

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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

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wikap.dk 456 on at

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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

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Leon Podiev 50 on at

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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.

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JLU on at

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Any news here?

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wikap.dk 456 on at

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

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JLU on at

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

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

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