Sending email from custom entities

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Posted on by Rscroggins

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I have two entities A and B that have a 1:m relationship, I am wanting to automate an email that will pull the data from A and all the relevant data from B, and place that in an email that will be sent out to multiple contacts.

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Rscroggins 110 on at

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RE: Sending email from custom entities

ok thank you
Ivan Ficko 1,380 on at

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RE: Sending email from custom entities

Not sure, never used ClickDimensions before.
Rscroggins 110 on at

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RE: Sending email from custom entities

Do you know if clickdimensions could assist me with this?
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Ivan Ficko 1,380 on at

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RE: Sending email from custom entities

You will need to write custom C# workflow step to achieve this kind of action in CRM.