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We have a user that has sent an email with the contacts as "bcc" to over 700 contacts not using a mailing list but by doing it as a mail merge in word/excel. They now want to add a copy of the email to each contact's timeline so we have a record of it, is there a way to do this without having to do it manually for each contact?.
thanks in advance
Hi louisa,
You can create a on-demand workflow in contact entity to create emails.
Then you can populate fields of the email with values you need, the most important is filling Bcc with dynamic value-current contact.
Then you can select contacts in the view to run the workflow.
Emails with theses contacts can be created automatically, and these emails will display in the timeline of corresponding contacts.
But the number of records returned by default is 50 in the view and maximum number is 250, you can go to Personalization Settings to set it.
If you don't want to change page, you can use Bulk Workflow Execution to run an on-demand for a view in the XrmToolBox, which can execute more than 250 records.
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