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I want to send email to all the user who has salesperson role. How i am able to achieve it, is it possible sing workflow? or any development is required like plugin?
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Hi prabodh,
yes, it is possible; you need to:
1) Retrieve all user with the same role (here the fetch):
<fetch mapping="logical" count="50" version="1.0"> <entity name="systemuser"> <attribute name="systemuserid" /> <link-entity name="systemuserroles" from="systemuserid" to="systemuserid"> <link-entity name="role" from="roleid" to="roleid"> <filter> <condition attribute="name" operator="eq" value="salesperson" /> </filter> </link-entity> </link-entity> </entity> </fetch>
2) Then, foreach user retrieved, execute the following code:
https://msdn.microsoft.com/it-it/library/gg334461.aspx
Please, let me know if you solve.
If you found the answer helpful, please mark as Verified
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Thank You & Best Regards
Francesco Picchi
Microsoft Dynamics CRM Consultant, Bologna, ITALY
Independent Contractor
http://www.francescopicchi.com
Hello Prabodh,
1. You can create a custom workflow on user entity with your email details and set the "To" to dynamic value of the user.
The trigger for the workflow should be - on demand
2. Then, run advanced find and look for all the users with the security "salesperson".
3. Choose them all, and run the workflow from the advanced find ribbon.
*You will have a limitation for the max number you can send at one time - becuase the max number of records that can be shown in a single page of view / advanced find is 250
Good luck
if you solved the problem thanks to an answer, please mark it as verified to encourage the community to provide more and more a better support. Thank you. Francesco
Microsoft Dynamics CRM Consultant, Bologna+Milano, ITALY
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