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Customer experience | Sales, Customer Insights,...
Suggested Answer

Send emails from a workflow to Team Members and Owner

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Posted on by

Hi All


I have to send mail All team members which have same team of the owner.


pastedimage1572530089601v1.png


Thanks & Regards
Imtiyaz Ansari


I have the same question (0)
  • Suggested answer
    Goutham A Profile Picture
    2 on at

    As team members changes over time to time, there is no direct way to achieve this using OOB workflow. you may either need a custom workflow or plugin.
    Else you may need to use some third party marketing tools which has these plugins\custom workflows coded for you.

  • Suggested answer
    Thangamani Profile Picture
    507 on at

    Hi,

    MSCRM does not support sending email to a team out of the box.

    You can use CRM queue as explained below.

    social.microsoft.com/.../how-do-i-send-an-email-to-a-team

    Or have a look at the following solutions and it gives an idea.

    crmemailworkflowutilities.codeplex.com

    blogs.msdn.microsoft.com/.../

    Please mark the answer as verified if it was helpful.

    Regards,

    Thangamani

  • Suggested answer
    Naveen Ganeshe Profile Picture
    3,397 User Group Leader on at

    Hello Imtiyaz,

    As per my knowledge, this cannot be achievable by the OOB feature mentioned by you. however, you can try to achieve this in two ways:

    1. Using Queues 

    2. [View:https://crmblocks.blogspot.com/2016/12/how-to-send-email-notification-to-all.html?m=1:750:50]

  • Imtiyaz Ansari Profile Picture
    on at

    Thanks @Naveen

    So can I set directly default queue and all members of the queue receive that email?

  • erhan.keskin Profile Picture
    2,253 on at

    My understanding is that you want to send an email to team members by adding team members into the "to" field. There is no OOB way to achieve that, i would suggest to write a custom workflow activity+WF or Plugin to populate team members into the "to" field.

    If the case you show above, 

    - You can have a team field on Email form

    - WF/Plugin would retrieve the team members and populate the team members as To

    If you use a queue, queue will have an email address, and the email will go to that email address, that email address needs to be a group email address. So, it will be like team@team.com, not like teammember_a@team.com, teammember_b@team.com, etc.

    Regards,

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