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send email when record is assigned

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Posted on by umma

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I have a custom entity. When its record is assigned to any user I want to send her an emal automatically. Please guide me how it can be done ? I m looking for different solutions.

Please give me suggestions. I know one way is Flow I m looking for other ways. Code, no code or configs.

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T.I.A 1,760 on at

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You can use a custom workflow to do this. You could also use a action to send the email.

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umma 235 on at

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Thanks @T.I.A

Is it the only option ? Will I need to config mailbox etc ?

Is there any other option in d365 ?

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LeoAlt 16,331 Moderator on at

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Hi partner,

There are 2 ways to do this.

1. As you konw, create a workflow to send the email automatically when you assign a record.

2.You could create a plug-in/custom workflow with C# and register it when you assign a record.

You could refer to the following posts for sample code.

https://community.dynamics.com/crm/f/microsoft-dynamics-crm-forum/149773/send-email-using-plugin/341509

https://www.youtube.com/watch?v=WgbREcIBsio

https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/developer/sample-send-email

Hope it helps.

Best Regards,

Leo

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LuHao 40,892 on at

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Hi partner,

The easiest way is to use the OOB workflow, which is a codeless way.

Create a workflow, select Scope as Organization, and check 'Start when' is 'Record is assigned'.

Add a step - Send email.

Set its properties, use the form assistant on the right to insert dynamic values.

When you populate From and To, there are two fields to note, they are 'Modified By' and 'Owner'. Since the assignment event is executed first, then this workflow is triggered immediately. So 'Modified By' and 'Owner' here are the field values after the assignment.

The value of 'Modified By' is the user who clicks the Assign button to perform the assignment event.

The value of 'Owner' is the user to whom this record is assigned, that is, the user of 'Assign to' in the dialog box after clicking the Assign button.

So, if you want the 'From' to be the user who click the Assign button and 'To' is the user who is assigned to, then you should use form assistant to set 'From' for {Modified By(entity name)} and 'To' for {Owner(entity name)}.

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0e2Abraxas 10 on at

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What answer? There's nothing here to use, you are not answering the question: How? Not "if is possible" through Workflow or "Actions" (what Actions????)...

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