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Hello,
dynamics 365 sends email when an action is performed. We set I think either a rule or workflow for those emails to take place. Some of the rules or workflow are in each of the entities. How can I view those those rules or workflow because some of the logics are not correct when it sends it out ?
Hi partner,
It is not that the system log will be generated as long as the email is sent. The email that has to be sent through the workflow or automatic creation will be displayed in the system log, and the name of the log may not be related to the email, you need to click in to check if there are any actions in the workflow that sent the email.
If I send an email normally, it won't appear in the system log. As follows.
Only when an email is generated through an automated process such as a workflow, the email-related process will appear in the system log.
Hi partner,
First of all, please tell me the app you are using.
According to your previous themes, your D365 environment is inconsistent with the standard CRM.
To go to the workflow, please follow the screenshots below.
If you are using the unified interface.
1) Click on Advanced Settings in the top right corner, then click Processes.
2) Click New, select Category as Workflow. Then enter Process name and select Entity, you can create a new workflow.
If you are using web client (Classic UI).
Go to Dynamics 365 - custom app, then turn to site map, click Settings, then click Processes. The remaining steps are the same as above.
There is an email that was sent and by looking at it by time and date, I don’t see it.
For example date and time is
11/1/19. 12:01pm
In system jobs I don’t see this time but all other time for this date.
Why do we get email sent but I don’t see it in jobs.
Could it be sent by somewhere else or other jobs or workflow, or business rule etc ?
Hi thanks for the valuable information. I just have one question from what you said,
1) Go to Settings > Processes, click New. Select Category to Workflow, Entity to Contact.
where is the workflow located and how can I get there ?
Thanks
Hi partner,
So your needs are the steps to create a workflow that automatically sends emails?
If so, here is a demo.
My business requirement is that when I create a new contact, D365 automatically sends an email to him/her.
1) Go to Settings > Processes, click New. Select Category to Workflow, Entity to Contact.
2) Select Scope to Organization, check Record is created, Add step - Send Eamil. Then click Set Properties.
Selecting Scope for Organization is to trigger this workflow when any user creates a contact. If it is limited to the business unit of workflow's owner, select Scope as Business Unit.
3) Fill in the fields of the email. Use the Form Assistant on the right to fill in the dynamic values so that you can fill in the newly created contact for the field To and contact name.
4) Activate this workflow. The effect is as follows.
Hi, thanks for the advise and suggestion. I don’t know if you know what I am asking for. I am just saying when we doing this in CRM, either create a new contact or job we can tell CRM to send emails out to who ever we wish.
I am just saying where can I find the workflow, or process that is using the logic to send those emails ?
Hi partner,
We can use the time of system jobs to filter out the corresponding process.
I recommend you open two browser tabs, one for email and one for System jobs.
Get the ‘Modified on’ time of the email you want to find, such as 10/28/2019 1:46PM.
Go to Settings > System jobs.
Turn on the filter and set up a custom filter for the ‘Started On’ column to filter out the day 10/28/2019.
Then find out which process is used to send emails based on the hour, minute and second (1:46PM).
Finally we find it based on the workflow name. Click on 'Process Sessions' on the left side of the workflow and you can see the log of this workflow.
You can modify its logic.
Hello Johnseito,
Which specific product are you using?
If it is D365FO, the emails need to be sent can be seen in System administration > Periodic tasks > Email processing > Email sending status.
All the running workflow can be seen in Common > Inquiries > Workflow > Workflow history.
Please elaborate on your problem you are facing.
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