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Microsoft Dynamics CRM (Archived)

Issue with workflow to create new email

Posted on by 120

Hi,

I've set up a workflow to "Send Email" for it to automatically send auto response emails to Email Enquiries received into our Queues.

I've set up the workflow. When I select the option to "Create New Message" and complete the Properties with the email content and who it should be sent from and to, the workflow works as expected. However I need to refer the workflow to different Email Templates that I've created and when I select the option to "Use Templates" and select my Email template in the properties with the correct to and from properities, the workflow doesn't work. I get an Invalid Argument error, with no other detail.

The first screenshot shows the steps in the workflow. When I test this workflow its the first stage Send Email: Use Template) that doesn't work. The second stage of the workflow (Send Email: Create New Message) works and it sends an auto response email as expected. I've tested the exchange mailboxes I'm using and checked all of the email configuration in Dynamics and all is set up correctly. It seems to be an issue when using the Use Template option.

Can anyone advise of why this wouldn't work and/or what I need to check. We're using CRM Online 2016 update1

Many thanks,

Agnes

*This post is locked for comments

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Issue with workflow to create new email

    Hello

    I would like to recommend Tenfold for this integration.

    Our company Tenfold supports integration for MS Dynamics. Our CTI solution offers various functions to help you automate your sales call workflow like click to dial, call logging, easy task creation, among others. You can read more about the benefits of a Tenfold integration here: www.tenfold.com/.../dynamics

  • Agnes Profile Picture
    Agnes 120 on at
    RE: Issue with workflow to create new email

    Hi here are the screenshots I referred to in my question. I hope someone can help me.

    Many thanks,

    Agnes

    Slide2.JPGSlide1.JPG

  • Nadeeja Bomiriya Profile Picture
    Nadeeja Bomiriya 6,804 on at
    RE: Issue with workflow to create new email

    Hi Agnes,

    I usually upload PNG or JPG formatted images using the picture upload button.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Issue with workflow to create new email

    When you are posting a media you have to wait until the image or word document loads before clicking on insert

  • Agnes Profile Picture
    Agnes 120 on at
    RE: Issue with workflow to create new email

    Hi - can you help me and advise how to add a picture to a post? I've saved my screenshots into a word doc and tried to upload using the media option, but doesn't seem to work? Any help will be appreciated.

    Thanks,

    A.

  • Agnes Profile Picture
    Agnes 120 on at
    RE: Issue with workflow to create new email

    Thanks for letting me know. I'll add these.

  • Nadeeja Bomiriya Profile Picture
    Nadeeja Bomiriya 6,804 on at
    RE: Issue with workflow to create new email

    Hi Agnes,

    The screenshots are not visible.

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