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Send emails from a workflow to Team Members and Owner

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Posted on by Imtiyaz Ansari

Hi All

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

Thanks & Regards
Imtiyaz Ansari

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Goutham A 2 on at

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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.

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Thangamani 507 on at

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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

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Naveen Ganeshe 3,397 User Group Leader on at

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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]

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Imtiyaz Ansari on at

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Thanks @Naveen

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

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erhan.keskin 2,253 on at

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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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