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Microsoft Dynamics CRM (Archived)

How to use workflow to send email with table in the body of the email

Posted on by Microsoft Employee

Hello guys,

I want to send an email that include tables in the body of the email using workflow. The workflow sends email if i did not add table in the body, but as soon as I add table and activate the workflow, it get stuck at Waiting.

1. Is it possible to send an email with a table in the body of the email using workflow?

2. If possible, how do i do this?

My company is using CRM Dynamics 2011 and I'm still fairly new in the world of CRM Dynamics.

Please help!!

Thanks,

Wallexx

*This post is locked for comments

  • Suggested answer
    StefanS365 Profile Picture
    StefanS365 3,573 Most Valuable Professional on at
    RE: How to use workflow to send email with table in the body of the email

    You could also use Workflow Elements for CRM 2011: kaskelasolutions.com/downloads-for-crm-2015-2011

    if you would like to include a list of records in a HTML table: kaskela.wordpress.com/activity-query-crm-for-a-table

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: How to use workflow to send email with table in the body of the email

    this worked, very helpful thank you

  • Suggested answer
    Rawish Kumar Profile Picture
    Rawish Kumar 13,756 on at
    RE: How to use workflow to send email with table in the body of the email

    Hi Wallexx,

    let us know if you have got answer to your question. if yes please mark answer as verified to close this thread

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: How to use workflow to send email with table in the body of the email

    Hi wallexx ,

    there are three way to insert custom html into email:

    1) As Rawish suggested, copy and paste from word

    2) Copy and Paste from html page (better if simple html without many styles)

    3) Direct inject by Plugin custom code (you could build body from scratch)

    Hope it helps!

    If you found the answer helpful, please mark as Verified 

    Join my network on LinkedIn      Follow me on Twitter 

    Thank You & Best Regards

    Francesco Picchi

    Microsoft Dynamics CRM Consultant, Bologna+Milano, ITALY

    Independent Contractor

    http://www.francescopicchi.com

  • Suggested answer
    Rawish Kumar Profile Picture
    Rawish Kumar 13,756 on at
    RE: How to use workflow to send email with table in the body of the email

    How are you inserting a table in email?

    I would suggest you to:

    1. open the workflow in Internet Explorer(compatibility mode)

    2. create a table in MS word

    3. paste the table directly in workflow email template4

    4. save and close , activate

    let me if above suggestion works.

    Mark my suggestion as verified if helpful.

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