I need to check the Email sender (from) user is a member of the regarding account team queue member before sending the email through workflow. Is there any possibility to do by using out of box functionality without using the plugin code or external plugins.
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Hi Prasanth,
You could create a real-time workflow that triggers on status change of email and check if the user is part of the owning team of the account and if not prevent it from sending
To check if a user is part of a team, you have to write your own Custom Workflow Activity or you can use this tool
[View:https://github.com/demianrasko/Dynamics-365-Workflow-Tools/blob/master/docs/Check%20If%20User%20is%20in%20Team.md:750:50]
[View:https://github.com/demianrasko/Dynamics-365-Workflow-Tools/releases:750:50]
Please see below for workflow steps you could create
Setting the values for the CWA to check if the user is in Account Owning Team
Setting the message to be displayed to the user
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