Sending email to All 'Users' of CRM conforming their Job title.

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Hello Helpful CRM Group,

We have around 250 active user base on our current CRM'15 implementation. There is ongoing restructuring of users. It affects how these users need to use CRM based upon their current job title. We have been handling these changes as per case basis. With human error, some of these have not been reflected in CRM and our Active user database is becoming bloated and stale data.

I am thinking of sending an email to all users from CRM with their current job title. If they are correct, then no need to respond or else revert back with their correct address and job title. I need to know if this can be done within CRM using its database. Please let me know.

This will be a big 'WIN' for our unit. Thank you in advance!

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TheMarkChristie 10,328 Moderator on at

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Hi Spawar

I would do the following

1) Create a Send Email Workflow on the User Entity

2) Have the email pull in the current listed job title for that user

3) Create a template that asks to reply to the email or ignore if ok

4) Setup a rule so that any emails that come back in with the Subject you sent it out as come back into a queue for someone to pick up and update manually

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Community Member on at

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I will second Mark's opinion. You can create an on demand workflow to send email. You can either create a template or design the email in the workflow step only. Then select all users from the grid and run the workflow using Run Workflow button available in the top ribbon.

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