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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Sending a view in a wo...
Microsoft Dynamics CRM (Archived)

Sending a view in a workflow email

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Posted on by Community Member

I have a view on an entity(A) form. This view pulls the data from a related entity(B). There is a workflow which is running on entity A. In that
workflow an email is sent. Is it possible to send the view based out of entity B in the email? If I need to implement this, what is the best approach?

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  • ashlega Profile Picture
    ashlega 34,477 on at

    Hi Donald,

      do you want to send the list of records or are you thinking more about sending a link to that view somehow? (or do you want to send en email to every record listed in that view?)

  • Community Member Profile Picture
    Community Member on at

    Hi Alex,

    I want to send the records in the view. If there is 5 columns in the view and say 3 records in the view, I want to send in the email a table with the 3 records.(Along with the label for the 5 columns).

  • Suggested answer
    ashlega Profile Picture
    ashlega 34,477 on at

    Ah.. ok, you can't do it. You might try a document template:

    community.dynamics.com/.../how-to-auto-generate-word-templates-using-a-simple-workflow-and-oob-action-in-crm-2016-no-code

    Or you might want to develop (yes, yet another one) a custom workflow activity which would create such a table in the email "body"

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