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Customer Service forum

Send an mail through workflow

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Posted on by 958

Is it possible to send an real time mail to like outlook mail id/gmail id using workflow, if possible then how?

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  • Suggested answer
    Alex Fun Wei Jie Profile Picture
    33,628 on at

    Hi ,

    Refer to below link.

    ledgeviewpartners.com/.../dynamics-crm-e-mail-workflow

  • Shakti Singh Rajput Profile Picture
    958 on at

    I want to send an mail like real time mail system, but i am unable to send mail to like gmail-id/Outlook-mailid.

    How can i do that?

  • Suggested answer
    Alex Fun Wei Jie Profile Picture
    33,628 on at

    Hi,

    refer to below picture, is this what you means?

    55.png

    if yes, i do not have any problem on this

    55.png

    remember to set below setting

    56.png

  • Shakti Singh Rajput Profile Picture
    958 on at

    I don't want send an mail as an activity, it works like real mail system.

    Like i have an outlook id, so at receiver side mail is send to the mailbox of that outlook mailid.

  • Alex Fun Wei Jie Profile Picture
    33,628 on at

    Hi,

    can you provide some pictures on how you going to do?

  • Shakti Singh Rajput Profile Picture
    958 on at

    Drop2.png

    Drop2.png

    Above are the screenshots of workflow and it shows in Activity, but i want to send the to the outlook mail-id box not in activity.

    Drop3.png

  • Shakti Singh Rajput Profile Picture
    958 on at

    Drop4.png

    Above is the mock-up of workflow which i want and it is the mail in outlook.

  • Suggested answer
    Alex Fun Wei Jie Profile Picture
    33,628 on at

    Hi,

    email entity is created as activity by Microsoft.

    that is why it will display in activity

    59.png

    but don't worry, it will still send the email to the receiver.

    you can read more about activity via below link.

    crmbook.powerobjects.com/.../activity-types

  • Shakti Singh Rajput Profile Picture
    958 on at

    Thnaks Fun For help, appreciate with your suggestion.

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