Email template with note attachment

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Posted on by Pete_N

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CRM2016 on premises

I have a custom workflow that uses an email template to create an email, then adds an attachment from the notes to the email before sending. Thanks' to some very helpful members, I was directed to using DXTools to complete this task.. works perfectly.

I have now come across a request to send the emails to a secondary address ( CC or even BCC) and am looking for advice on how to do this

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StefanS365 3,575 Most Valuable Professional on at

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Hi Pete,

You could create an Email record where you can add the secondary address to cc or bcc.

and then use the custom workflow action from Workflow Elements to add attachments to the saved Email record.

[View:https://kaskelasolutions.com/activity-email-an-attachment/:750:50]

[View:https://kaskelasolutions.com/email-attach-multiple-documents:750:50]

and then send the saved draft email with

[View:https://kaskelasolutions.com/activity-send-a-draft-email/:750:50]

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