1,695
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
*This post is locked for comments
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]
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
#1
André Arnaud de Cal...
291,269
Super User 2024 Season 2
#2
Martin Dráb
230,198
Most Valuable Professional
#3
nmaenpaa
101,156
Share
Report
All responses (
Answers (