web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Unanswered

Send email with attachment document from word template

(0) ShareShare
ReportReport
Posted on by
I have a problem. Using  super solution Workflow Elements by Aiden Kaskela I create a workflow in crm365 dynamics, which sends emails with attachet document. The document is created dynamically from a word template. The solution works correctly in the entity Quote -email with attachment is sent correctly. Identical flow associated with Sales Opportunity Products sends an email without attachment, although the process also does not report any errors. What settings and conditions may affect this situation? I noticed that OpportunitProduct is not "active" - I can't set    OpportunitProduct entity in Target at the Attach step. Unfortunately, I have nine options to switch this setting for OpportunityProduct. Is there any way solve this problem? Question two: Is it possible to pass the parameters to the child workflow? I could initiate a schematic from the product and pass the ProductOpportunityID parameter to child workflow Opportunity. Then I would build a document just for this Product only in the child's workflow. I have a problem. Maybe you'll want to help me. Using your super solution Workflow Elements I create a workflow in crm365 dynamics, which sends emails with attached document. The document is created dynamically from a template. The solution works correctly in the entity Quote -email with attachment is sent correctly. Identical flow associated with Sales Opportunity Products sends an email without attachment, although the process also does not report any errors. What settings and conditions may affect this situation? I noticed that OpportunitProduct is not "active" - I can't pin to it and enter OpportunitProduct entity in Target at the Attache step. Unfortunately, I have nine options to switch this setting for OpportunityProduct. Is there any way around this problem? Question two: Is it possible to pass the parameters to the child workflow? I could initiate a schematic from the product and pass the ProductOpportunityID parameter to child workflow Opportunity. Then I would build a document just for this Product only in the child's workflow.

 

I have the same question (0)

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Meet the Microsoft Dynamics 365 Contact Center Champions

We are thrilled to have these Champions in our Community!

Congratulations to the April Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Muhammad Shahzad Shafique Profile Picture

Muhammad Shahzad Sh... 69 Most Valuable Professional

#2
ManoVerse Profile Picture

ManoVerse 55 Super User 2026 Season 1

#3
11manish Profile Picture

11manish 37

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans