Fetching Data to a Workflow to send a Email

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Posted on by Vile Andreas Rantala

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Hi... i know it's maybe reads nuts or crazy, but i don't know... well... here i go.

I need (By Request) on dynamics CRM 2011 on Premise send with a Workflow send and email, till there obvious and simple... now the content in the email should have for example QuoteDetails, or SalesOrderDetails. for example:

Dear {tag}

here is you list of shipment articles.

{SalesOrder Details}

to your address {ShippmentAddress(SalesOrder)}

How could i do that? Custom Workflow? FetchXML?... any clue will be pretty appreciated!

Thanks and best regards Genius.

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ashlega 34,475 on at

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RE: Fetching Data to a Workflow to send a Email

Hi,

if you need to include sales order details such as "order products", then you'll likely need a custom workflow activity or a plugin to extract that information from CRM (and, then, you can either call it as part of the email notification workflow, or you can simply store those details directly in the order entity in a new custom field.. so you will be able to use that field in the email workflow then)
Salinee sachan 40 on at

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RE: Fetching Data to a Workflow to send a Email

Following link can be useful for you

community.dynamics.com/.../step-by-step-running-on-demand-workflow-for-all-active-records
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Salinee sachan 40 on at

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RE: Fetching Data to a Workflow to send a Email

Hi,

You can create a workflow on order entity to send mail that will run on demand. You can do advanced find then select the record and click on Run workflow it will show list of workflow choose your workflow and click on OK.