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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / CRM 4.0 - How to add v...
Microsoft Dynamics CRM (Archived)

CRM 4.0 - How to add values from a grid into an email triggered from Workflow.

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Posted on by surajcs55 50

My organization is running on CRM 4.0 and we have a logic of trigerring an email where the email body has certain attributes fetched from an entity (lets call it as X). Now the new requirement is to remove the section from X and instead add a grid (of a new entity Y) in that place, where Y will have all attributes from the section in X. It can be done using an Iframe. But anyone has any idea on how to pull multiple values/rows of grid into the email? In the email body properties, we have option only of fetching values from individual attributes and not from a grid.

Any help is appreciated. 

Thank you.

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  • a33ik Profile Picture
    a33ik 84,323 Most Valuable Professional on at
    RE: CRM 4.0 - How to add values from a grid into an email triggered from Workflow.

    Get reference to current record, build query, get values. Good luck.

  • surajcs55 Profile Picture
    surajcs55 50 on at
    RE: CRM 4.0 - How to add values from a grid into an email triggered from Workflow.

    But the email trigerred from a workflow in CRM 4.0 has options only for adding values from attributes of the entity.

    How will I read entire values of a grid then?

  • a33ik Profile Picture
    a33ik 84,323 Most Valuable Professional on at
    RE: CRM 4.0 - How to add values from a grid into an email triggered from Workflow.

    You are wrong. Custom workflow activities are available in CRM 4.0.

  • surajcs55 Profile Picture
    surajcs55 50 on at
    RE: CRM 4.0 - How to add values from a grid into an email triggered from Workflow.

    Thanks for the response David. But if I am not wrong, custom workflow is not available in CRM 4.0 right?

  • Verified answer
    David Jennaway Profile Picture
    David Jennaway 14,063 on at
    RE: CRM 4.0 - How to add values from a grid into an email triggered from Workflow.

    If you need to read values from multiple records, then you'll need to create a custom workflow activity to do this

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