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Dynamics 365 Community / Forums / Customer Service forum / Workflow to send emails
Customer Service forum

Workflow to send emails

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Posted on by MattVizor75 17

Wonder if anyone can help!

We have a workflow that automatically sends an email to a user/team with a link to a record.  Previously, this was a fairly simple affair but the URL took users to the none-UI version of the system (which we don't want).  The workflow has since been changed in order to generate a link to the Unified Interface instance of the record, which has added various steps ending with the email status being set to 'Pending Send'.  Unfortunately, this results is the email hanging and not sending. 

Does anyone know whether there is a way to force the email to send?

Many thanks

Matt

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Case Management
I have the same question (0)
  • RonPeters Profile Picture
    RonPeters 90 on at

    How to Create an Email Notification Workflow in Microsoft.

    Step 1 – Creating the Workflow. First, we need to have a workflow setup. Go to Settings > Process > New.

    Step 2 – Adding a 'Send Email' Step. Click Add Step and Send Email. Give a Name to the Send Email action.  

    Step 3 – Customizing the Email. Click Properties and you will be presented with the New Email screen.

    Hope that helps!!

    Regards,

    Ron | Exchange Online Expert

  • MattVizor75 Profile Picture
    MattVizor75 17 on at

    Thanks Ron

    I think that's how our original one was written that did work - the new one is :

    1. Create Email
    2. Update Source record with dynamic URL
    3. Using a custom built tool (built by our supplier/developer) strip the GUID from step 2
    4. Update a field on email with UI URL
    5. Use field in step 4 and populate email and Hyperlink
    6. Set email to pending send.

    It is my thought that it is the additional steps, coupled with the fact that the status is set to Pending that causes the issues

  • Suggested answer
    Matt Collins-Jones Profile Picture
    Matt Collins-Jones 230 User Group Leader on at

    Hi Matt

    The old trick of setting emails to pending send only works for the email router, it does not work for server side sync which i suspect you are using. It also was never a supported method by Microsoft anyway.

    There are a couple of options, you can create a custom workflow action to send the email if you/your company have the skills and time to do so. You can also use community tools to do this, like Jason Lattimers workflow utilities which has the ability to send a draft email. 

    The other option is using Flow, as you can create the URL (which is pretty simple, it's just your URL with Model Driven App ID and the record ID in the right place) and send the email in the same step, but you do lose the tracking/visibility inside D365CE.

    Hope this helps.

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