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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Email not showing up
Microsoft Dynamics CRM (Archived)

Email not showing up

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Posted on by Community Member

I have a child workflow that generates an email for a Custom Entity.  I have created an on-demand workflow that runs that child workflow (I've created a child workflow because of various conditions that will run this one or others.)

When I run the workflow I get no error, but it also doesn't appear in the Activities section of my Custom Entity Form.

Any insight as to what I'm missing?

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  • Royal King Profile Picture
    Royal King 27,686 on at

    uncheck the Auto delete system jobs in the child workflow then run the ondemand workflow and check whether child workflow created email activity or not by going to the system job and clicking on the link

  • Suggested answer
    ScottDurow Profile Picture
    ScottDurow 21 on at

    Some things to check:

    1. Is the email definitely being created? Use Advanced find to see all activities created recently.

    2. Check that the activity is regarding the correct record.

    3. Check the filtering criteria that are used on the activities view is not hiding the activity.

    Hope this helps,

    Scott

  • Community Member Profile Picture
    Community Member on at

    Ok - first - feeling a little stupid because the child workflows were set to "background" processing.  When I returned to the form, the emails were there.

    However, when I open the email it gives me the message "This message has not yet been submitted for delivery. For more information, see help.", which was no help at all.

    Just above the body of the email message it says "The email below might contain script or content that is potentially harmful and has been blocked. Open Message".  And it allows me to open the message.  However, there is NOTHING harmful in the message, just text and filled in fields from the template.

    The Activity Status is "Pending Send", but I have no button to actually "send" it.  I have buttons for Reply, Reply All, Forward, etc - but no Send.  

    I also need to add an attachment in addition to the standard one on the email and there is no mechanism to add an attachment (no + button or any menu options).

    I imagine this is due to the error, but I can't find out what the error is or how to fix it.

    Thanks for getting me this far. Continued help would be appreciated.

  • Aileen Gusni Profile Picture
    Aileen Gusni 44,524 on at

    Don,

    A simple question, but maybe, have you linked the Email to the custom entity as the regarding field??

    Thanks.

  • Community Member Profile Picture
    Community Member on at

    Yes - that is done.  Thx.

  • Suggested answer
    ScottDurow Profile Picture
    ScottDurow 21 on at

    Hi Don,

    So when emails are in this 'Pending' status it mean that there is no mechanism to actually send the emails for the sender.

    If the sender is configured  to use the Outlook client then it must be running in order to send the email.

    If the sender is configured to use the email router it must be configured for this mailbox. See technet.microsoft.com/.../hh699786.aspx

    The other option is if server side sync is configured (but this must be enabled with careful consideration of the impact) - see technet.microsoft.com/.../dn832121.aspx

    Hope this helps,

    Scott

  • Community Member Profile Picture
    Community Member on at

    Scott,

    Thanks so much.  That explains a lot.  This is a new implementation on a test server so it is not hooked up to Outlook or the email router, but it's good and bad news.

    That means if I had configured it correctly the email would have been sent automatically.  I don't want that.  I want the email to be created with the template but then give the user an opportunity to edit the email before sending it.  

    How do I stop it (once configured correctly) from auto-sending the email and give the user the ability to edit the email first?

  • Verified answer
    ScottDurow Profile Picture
    ScottDurow 21 on at

    Hi Don,

    To do that you simply use the Create step rather than the Send Email step. This will leave the message in the draft state and so a user can open it and click send.

    Hope this helps

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