Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics CRM (Archived)

Send Mail After Import Contact Process Completed

Posted on by Microsoft Employee

I am uploading  list of contact excel file to CRM i need to send a mail after completion of the contact upload process it is possible in workflow . please guide me.

*This post is locked for comments

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Send Mail After Import Contact Process Completed

    I think you can run a workflow when you start the import manually. Check for latest import records status. If not complete, wait for 30 min and then check again. Create a recursive workflow and once its complete then stop. You will have to write some custom code to fetch and store the ID of latest import record.

  • Karel Priego Profile Picture
    Karel Priego 15 on at
    RE: Send Mail After Import Contact Process Completed

    You need to update a field in each record uploaded, like the link below:

    www.summitgroupsoftware.com/.../execute-workflows-bulk-using-export-reimport-functionality

    Also you will create a workflow to be executed every hour(for example). You can add check conditions wich will check if there are fields updated(the field that indicates new records by upload process). Then if true, the workflow is triggered.

    You can check the below post:

    www.powerobjects.com/.../create-recursive-or-scheduled-workflows-in-crm

    ---

    Otherwise, you can use the same field and add a value in the last record. You need to create a workflow that check if field has a value that indicates the last record in the file and the email is sent.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Send Mail After Import Contact Process Completed

    how can i update a field when the upload is done can you explain it clearly please.

  • Karel Priego Profile Picture
    Karel Priego 15 on at
    RE: Send Mail After Import Contact Process Completed

    May be you can update a field when the upload process ends. The field updated trigger your workflow.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,214 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans