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Microsoft Dynamics CRM (Archived)

Send an email with template using workflow action to recipients passed as parameter to the action

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Posted on by 170

On one of my form, the user should be able to send an email to specific users. To do that I have made a pop-up where the user can select the recipients (users of the CRM). When selected, the recipients are passed to a workflow action as parameter of type EntityCollection. Now I would like to add these entities to the send email step as recipients. Unfortunately I'm not able to select the argument and pass it to the recipient field of the email. Is there another way of doing it ?

Thanks in advance !

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  • Verified answer
    Community Member Profile Picture
    on at

    Hi Hubert,
     
    Can you please let me know where you send the list of recipients - to process (type = workflow) or to process (type = action)?

    If the second one, you need to create a plugin which will process this action and create a new email with the recipients from the received parameter of the entity collection type.
     
    Hope this helps

    Vlad
    http://dynamicalabs.com/

  • Hubert Solecki Profile Picture
    170 on at

    Thanks for your response.

    I'm sending the recipients to a workflow launch by JS.

    I think you're right, the right way to do it, is to use a plugin to achieve that. 

    I have found a good way to send mail with template, it's shown here:

    https://community.dynamics.com/crm/b/crminogic/archive/2017/06/10/tip-using-sendemailfromtemplaterequest-to-directly-send-an-email-using-the-email-template

    Hope it helps somebody else !

  • Community Member Profile Picture
    on at

    Hi Hubert,
     
    Glad it helped you in some way. If you can mark it as Suggested answer maybe someone else finds it helpful too.
     
    Thank you!

    Vlad
    http://dynamicalabs.com/

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