Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Microsoft Dynamics CRM forum / How to use Workflows t...
Microsoft Dynamics CRM forum
Suggested answer

How to use Workflows to take an email address as an input and determine which Contact to update

(0) ShareShare
ReportReport
Posted on by flydancer1 80

Hi, 

We are using the DocuSign integration with D365. Our DocuSign envelope has multiple recipients. I need the Workflow to look at the email addresses of the recipients and determine which Contacts to update. I have no experience with creating custom activities. Can someone point me in the right direction please? 

Thanks 

Categories:
Development / Customization / SDK
  • Suggested answer
    a33ik Profile Picture
    a33ik 84,321 Most Valuable Professional on at
    RE: How to use Workflows to take an email address as an input and determine which Contact to update

    Hello,

    You can start here - learn.microsoft.com/.../tutorial-create-workflow-extension

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

Anton Venter – Community Spotlight

Kudos to our October Community Star of the month!

Announcing Our 2024 Season 2 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Dynamics 365 Community Newsletter - September 2024

Check out the latest community news

more Community News

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 290,532 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 228,501 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,148

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans