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Which is the best way to send an email to all Contacts when account record is updated? Account and contact have 1 :N relationship?

Posted on by 580

Which is the best way to send an email to all Contacts when account record is updated? Account and contact have 1 :N relationship?

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  • gtwynstra Profile Picture
    gtwynstra 510 on at
    RE: Which is the best way to send an email to all Contacts when account record is updated? Account and contact have 1 :N relationship?

    The UltimateWorkflowToolkit is a very good idea but if you're feeling adventurous and planning on using D365 online, you could try using Microsoft Flow.  Flow could set a flag on the Contact record which in-turn fires a workflow to send an email.   A bit outside the box but very possible without writing a plug-in.

    powerusers.microsoft.com/.../176291

  • Suggested answer
    gdas Profile Picture
    gdas 50,085 on at
    RE: Which is the best way to send an email to all Contacts when account record is updated? Account and contact have 1 :N relationship?

    Hi Bhabani ,

    OOTB workflow its not possible , you should go for custom workflow or plugin.

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,323 Most Valuable Professional on at
    RE: Which is the best way to send an email to all Contacts when account record is updated? Account and contact have 1 :N relationship?

    Hello,

    You can use my UltimateWorkflowToolkit (in footer of my reply) and in particular - Distribute Workflow Step + configure On-Demand workflow for contact.

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