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Microsoft Dynamics CRM (Archived)

Sending an Email to contacts in a subgrid List

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I'm trying to run a workflow that sends an Email out to contacts located in a subgrid list in my opportunity entity. Is that possible?

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  • Royal King Profile Picture
    27,686 on at

    You could use Distributed workflow to send email to all related records.Its a custom workflow. You can find below post about how to use this workflow to trigger on all child records.

    crm2011distributewf.codeplex.com

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

    Daniel,

    In the subrid now in CRM 2013 (if you use CRM 2013 or higher), no more contextual subgrid ribbon, this feature (in CRM 2011 got this feature) has been removed recently in the newer version, so using ribbon in the subgrid is not possible.

    The only way is using associated view ribbon.

    The user must expanding the view from the selected subgrid.

    For example here:

    ashwaniashwin.files.wordpress.com/.../opp4.jpg

    See this reference:

    develop1.net/.../4-things-you-need-to-know-about-the-new-Command-Bar.aspx

    ashwaniashwin.wordpress.com/.../sub-grid-ribbon-command-buttons-missing-not-visible-by-default-in-crm-2013

    I hope this can help you.

    Thanks.

  • Suggested answer
    Community Member Profile Picture
    on at

    is it possible to send email to all the members present in the sub grid?

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