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Microsoft Dynamics CRM (Archived)

Create an invitation

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Posted on by 12,070 Super User 2024 Season 1

Hi all

I have a form called Contact Us which is created in contact. I have set this form to portal. When a prospects or clients go to my portal page and filled this form, a contact is created in CRM. What I need to create an invitation and send an invitation code at that time. How should I achieve this task?

Thank you

Regards

AW

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  • Abdul Wahab Profile Picture
    Abdul Wahab 12,070 Super User 2024 Season 1 on at
    RE: Create an invitation

    Hi Andrii

    I perfectly understood, What you are trying to say. I solved my problem.

    Thank you

  • Abdul Wahab Profile Picture
    Abdul Wahab 12,070 Super User 2024 Season 1 on at
    RE: Create an invitation

    Hi Andrii,

    Sorry for disturbing you. Work flow is created by me and I am system administrator. I am also the Job owner.

    I am not able to understand, which user are you talking.

    Thank you

    Regards,

    AW

  • Verified answer
    a33ik Profile Picture
    a33ik 84,323 Most Valuable Professional on at
    RE: Creat an invitation

    I meant you should provide read privilege to user that initiated a plugin execution. I believe that screenshot you provided gives exact error and what is missing.

  • Abdul Wahab Profile Picture
    Abdul Wahab 12,070 Super User 2024 Season 1 on at
    RE: Creat an invitation

    Hi Andrii

    I am system adminitrator.

    Thank you

    Regards,

    AW

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,323 Most Valuable Professional on at
    RE: Creat an invitation

    Hello,

    Provide user you use privilege to read Invitations.

  • Abdul Wahab Profile Picture
    Abdul Wahab 12,070 Super User 2024 Season 1 on at
    RE: Creat an invitation

    Hi all,

    I have created a workflow that create invitation when contact created from contact us form. When invitation created I used OOB workflow to send an invitation to contact but this workflow giving me below error:

    6431.Untitled-1.jpg

    What is wrong?

    Thank you

    Regards,

    AW

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