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Hello there,
I have a table clients with email, fullname, and account columns.
How can I sent in one email all the accounts for an specific email?
for example i have:
test@gmail.com - Full Name - Account A
test@gmail.com - Full Name - Account B
I would like to sent an email to test@gmail.com with the list of it's accounts.
I'm not sure how to group them.
Any suggestion
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Hi,
in this case, you might need to use custom workflow or plugin to do this.
First, retrieve all the related accounts.
1. Fetchxml
-[View:https://msdn.microsoft.com/en-us/library/gg328332.aspx:750:50]
2. QueryExpression
- [View:https://msdn.microsoft.com/en-us/library/microsoft.xrm.sdk.query.queryexpression.aspx:750:50]
Secondly, generate the message based on the logic.
How to generate the html body
- the below link is only for reference purpose, you have to generate it dynamically.
https://community.dynamics.com/crm/f/117/t/238084
if you are using custom workflow, pass the result back from custom workflow and set it to the email body.
- [View:http://anythingcrm.blogspot.my/2013/07/crm-2011-workflow-activity-parameter.html:750:50]
if you are using plugin, set it to the email body.
- [View:https://msdn.microsoft.com/en-us/library/hh210217.aspx:750:50]
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