I have a workflow on opportunities that sends an email (voice of the customer survey) to the Contact lookup field on the opportunity. But I need to send the survey to multiple contacts, so I was hoping to do this based off of the OOB stakeholders sub-grid.
It doesn't seem to be something you can do when you're building the email. Does anyone know if it's possible? While this is for a VoTC survey, this part of the process pertains to any email send from a workflow.
Thanks!
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Hi Aiden,
I installed your solution. But following your steps, and reading the article, I'm kind of stuck. The first step is to create a view in Advanced Find, I think. You said "it'll be a query for users, related to connection, related to opportunity, where the connection role is a certain type (one of the stakeholder types)."
I don't think I'm doing it right. I got about here and I couldn't figure out how to identify the roles.
Also, I created the email within the Workflow in my first attempt, when I was just firing this off of the 'Contact' lookup field in opportunities. When you say create the email and don't send it, do you mean under Email Templates in settings? We use ClickDimensions so the only time I've created an email outside of a workflow step was only within CD.
Thanks!
Hi Aiden,
I installed your solution. But following your steps, and reading the article, I'm kind of stuck. The first step is to create a view in Advanced Find, I think. You said "it'll be a query for users, related to connection, related to opportunity, where the connection role is a certain type (one of the stakeholder types)."
I don't think I'm doing it right. I got about here and I couldn't figure out how to identify the roles.
Also, I created the email within the Workflow in my first attempt, when I was just firing this off of the 'Contact' lookup field in opportunities. When you say create the email and don't send it, do you mean under Email Templates in settings? We use ClickDimensions so the only time I've created an email outside of a workflow step was only within CD.
Thanks!
Hi again,
I thought about your request this morning and I remembered that North52 is a good tool to achieve your requirement. http://www.north52.com/
North 52 allows you to build an Excel style formulas to work with your data without the need to write custom code. It will certainly help you achieve your requirement.
Hope this helps!
Hi,
You can do this with a (free) tool I built, Workflow Elements at www.KaskelaSolutions.com
Set up your workflow to run on the Opportunity.
Step 1) Create (not Send) the email with your content.
Step 2) Call the custom activity "Emails - Add Recipients from Query". You can pass a query for Users to the activity and it'll add them as recipients.
Step 3) Call the custom activity "Emails - Send a Draft Email", passing in your created email in order to actually send it.
For the query in step 2, it'll be a query for users, related to connection, related to opportunity, where the connection role is a certain type (one of the stakeholder types). IMPORTANT: When you relate to the opportunity, add the filter Opportunity Contains Data. This is a placeholder that will limit your results to the workflow opportunity instead of all opportunities - details in this write-up kaskelasolutions.com/how-to-limit-query-result-to-related-records
Anyway, this should get you what you're looking for with a little light configuration.
Hope this helps! I'd appreciate if you'd mark this as Answering your question.
Thanks,
Aiden
This is still work in progress, but you could try this (and I'd appreciate some testing:) ):
www.itaintboring.com/.../dynamics-crm-tcs-tools-user-a-workflow-to-update-related-entities
The way it would work, then, is:
- Have a field on the contact that will trigger those email workflows
- Then use the approach described in that post to set that field on all stakeholder records whenever your opportunity is updated
No, we're a small company and don't have a partner, and I don't write code. So I try to just do everything with configuration changes.
Thanks though - perhaps I can test this plugin in our sandbox and see if it works.
Good point. It could well be an old version that doesn't work with the latest Dynamics 365 APIs.
Could you write custom code to do this such as a plugin? Another option is to check if Sparkle XRM can do this for you with minimal code.
Hope this helps! Please mark as verified answer if this response has helped you.
Thanks Mohamed! I wonder if this plugin on codeplex will work with Dynamics 365 - it seems to have stopped development many versions ago.
Hi there,
You can't have a standard workflow loop through a list of child records (contacts in a sub grid in your case). You could achieve this through customisation either a plugin, a custom action or a custom workflow activity.
Please have a look here:
https://community.dynamics.com/crm/f/117/t/163275
and here:
https://community.dynamics.com/crm/f/117/t/135687
Hope this helps! Please mark as verified answer if this response has helped you.
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