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Microsoft Dynamics CRM (Archived)

Single Email instead of Multiple Emails from Worklfow

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Posted on by 125

Hi,

I have a scenario in which whenever some leads are assigned to some users.A workflow will run in background which will send emails to the corresponding user.Now for each lead an email will be sent to the user notifying that the lead is assigned to that user.If 20 leads are assigned to the user,20 emails will also be send to the user each containing the data about that specific lead.

I know its kind of difficult but is there some way that instead of sending many emails to the same user,i can manipulate its functionality to send a single email that contains all the necessary data to identify that those leads are assigned to that user.

Any kind of help/suggestion will be appreciated.

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  • Suggested answer
    PS Profile Picture
    23,577 on at

    Hi Hussain,

    No, there is no straight forward and clean way of doing it.

    What you can do is create a custom entity, which collects leads assigned to each user separately (if you have 10 users, you will have 10 custom records) and then at the end of the day an email is sent with the Custom record URL, where user can see all their leads.

    You see in your requirement, there is no time limit and there is no lead assignment limit; which is making the solution difficult

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