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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Sending Mail on Export...
Customer experience | Sales, Customer Insights,...
Answered

Sending Mail on Export to Excel

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Posted on by Community Member

Hi there,

Is it possible to trigger mail to Higher Authorities, when someone performs Export to Excel function?

Please guide me.

Thanks and Regards,

Mayur Hande

  • Community Member Profile Picture
    Community Member on at
    RE: Sending Mail on Export to Excel

    Thank you. I will check and let you know.

  • meelamri Profile Picture
    meelamri 13,212 User Group Leader on at
    RE: Sending Mail on Export to Excel

    Hi,

    Can you please check the proposed solution ?

  • Verified answer
    meelamri Profile Picture
    meelamri 13,212 User Group Leader on at
    RE: Sending Mail on Export to Excel

    Hi,

    Good news, I replayed your scenario using a plugin. Please refer to my sample code:

    github.com/.../PreOperationExportToExcel .cs

    Basically, the plugin should be registered on retrievemultiple message. Whithin the plugin I call a simple global action to send the mail.

    Hope this helps, let me know if you need more guidance.

  • Suggested answer
    meelamri Profile Picture
    meelamri 13,212 User Group Leader on at
    RE: Sending Mail on Export to Excel

    I don't know if it's possible. The trick is to trigger a plugin. The message can be retrieveMultiple with a depth > 1. 

    I will dig deeper :) 

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