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Customer experience | Sales, Customer Insights,...
Answered

Send mail with custom email field

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Posted on by 55

Hi,

I have a requirement where I need to send mail on the change of status field. My entity is a custom-created entity and have custom created field email. So, the overall logic is to send mail to the email field when the status changes to closed.

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  • Verified answer
    Bipin D365 Profile Picture
    28,983 Moderator on at

    Hi,

    You have two options -

    1. Check Sending Email checkbox on your Custom Entity page as shown below which will create OOB email field and use this field to send an email from workflow

    CR92.PNG

    2. You can power automate to send email to your custom field -

    https://linnzawwin.blogspot.com/2020/06/send-email-to-unresolved-recipients-in.html

    Please mark my answer verified if this is helpful!

    Regards,

    Bipin Kumar

    Follow my Blog: xrmdynamicscrm.wordpress.com/

  • Verified answer
    Nya Profile Picture
    29,060 on at

    Hi,

    You can create a workflow targeting at this custom entity.

    pastedimage1649402274580v1.png

    And then trigger it when the status is changed.

    pastedimage1649402365811v2.png

    If the status = closed, send the email to the email field.

    pastedimage1649402442571v3.png

    Here is a tutorial containing a similar example which you can refer to:

    Dynamics CRM Automated E-mail Alert Workflow - Ledgeview Partners

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