Microsoft Dynamics CRM (Archived)

Auto prompt email on screen

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Posted on by raveesingh

Hi,

First of all thank you for your support all of you

Using microsoft dynamics 365 crm online version

Can we make the email auto flash on screen to send on specific date as my operation dept want email to send on specific date auto matically with report attached so if the email is prompt automatically they can attach report and send

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Alex Fun Wei Jie 33,628 on at

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Hi,

if i didn't get wrong, on specific date, you want crm system to show up the email on screen when your user log in to CRM and they will attach the report and send.

As far as i know, there is not such feature. but perhaps you can

1. Design a custom email view for this, show the record if the specific date is today.

2. Ask your user to pin the email entity and the custom email view or show as chart or in

dashboard.

3. Create a custom entity to store the configuration such as the "specific date", email

message and etc.

4. Create a tool to automatically create the email message based on the configuration above.

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Aric Levin - MVP 30,190 Moderator on at

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Hi Ravee,

If I understand you correct, I am with Wei.

There is no supported way or existing feature to do this out of the box in CRM.

As recommended, I would probably create a view that is displayed on an Home Page Dashboard that shows all the emails that are supposed to be sent out on a particular day. You can create an On-Demand Workflow to send them out, so that you can do it in bulk if necessary (after the report is attached), but besides this, I don't think there is an automated way of doing it.

Good luck with this implementation.

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gdas 50,091 Moderator on at

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Hi Ravee,

I am absolutely agree with Wei and Aric.

Yes you can proceed with custom entity and view in a dashboard.

Just to add if there is any specific condition to auto flash on a particular date in that case you can define the condition in your first workflow to create the email. For sending email you can implement another on demand workflow.

Hope this helps.

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raveesingh 95 on at

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Thank you very much i thought may be somewhere i am missing something i was thinking of dialouge box to appear to send email

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raveesingh 95 on at

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thank you very much i appreciate your help

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