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Microsoft Dynamics CRM (Archived)

Configuring email sender when deployed to QA instance

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Posted on by 245

We have two CRM online instances, one for DEV and one for QA. When we build our workflows and using Send Email activity, the sender is 'CRMAdmin' account. When we deploy the solution to the QA instance, we need to manually re-configure the Send Email activities for all workflows to use a different sender account, e.g. 'CRMService'.

Is there an efficient and automatic way to do this?

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  • Suggested answer
    Adrian Begovich Profile Picture
    1,027 Moderator on at

    Hi Benjamin Fallar III,

    As far as I am aware, there are currently no efficient and automatic ways to do this.

  • Suggested answer
    RaviKashyap Profile Picture
    55,410 Moderator on at

    Hi,

    You should have configured a queue to send email and then based on instance configure the email address/mailbox for that queue, This way you don't need to update anything within the workflows.

    Hope this helps.

  • Benjamin Fallar III Profile Picture
    245 on at

    Any tip how to check the instance using workflow? and make the sender dynamic in the Send email activity?

  • RaviKashyap Profile Picture
    55,410 Moderator on at

    Can you please explain more about "ow to check the instance using workflow"

  • Benjamin Fallar III Profile Picture
    245 on at

    What step should I use to check if my workflow is running inside a DEV or QA instance?

  • RaviKashyap Profile Picture
    55,410 Moderator on at

    There is no such step. I suggested to use Queues instead of user.

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