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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Create Custom Actions ...
Microsoft Dynamics CRM (Archived)

Create Custom Actions to send email

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Posted on by Community Member

Hi experts,

I have already created a workflow to send an email to the primary contact when a project record is created. 

I would like to create a custom action that prompts if the user wants to send the email template to someone other than the primary contact. 

So basically this action prompts for who to send it to and any additional non-template text to include.

How can I accomplish this through a action?

Thanks,

Jon

 

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I have the same question (0)
  • Mahendar Pal Profile Picture
    Mahendar Pal 45,095 on at

    Him

    Depending on the requirement you can try to design your action and use in dialog to use prompt and response if possible from the user, to take input and execute action. Check if you are able to use query option in Dialog.

  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 Moderator on at

    Hi Jon,

    I don't think you can use action to achieve this requirement as custom actions are used to extend the current functionality and will not prompt user, They can however accepts input parameter from fields.

    You can refer this recent thread which has several links about custom actions-

    community.dynamics.com/.../272221

    You may also want to take a look at Dialogs (though they are deprecated in v9 but can still available)

    Hope this helps.

  • Mahendar Pal Profile Picture
    Mahendar Pal 45,095 on at

    Another possible option could be to design your custom html web resoruce where you can take input from user and execute action using js code.

  • Community Member Profile Picture
    Community Member on at

    Hi everyone,

    Thank you for your valuable input.

    Is it possible to prompt a user to change the value of some existing field?

    Thanks,

    Jon

  • Verified answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 Moderator on at

    Yes, you can write JavaScript for that. You can show it as an alert/popup or show a notification as well. You may need to think wbout when do you wanna trigger that alert/prompt.

    community.dynamics.com/.../javascript-basics

    Hope this helps.

  • Verified answer
    Mahendar Pal Profile Picture
    Mahendar Pal 45,095 on at

    Only possible option to prompt user without development us dialog (keep in mind dialog will be depreciated in next major release) , you can take input from user and use that value in workflow to update it, other option is write your html web resource.

  • Community Member Profile Picture
    Community Member on at

    Thanks so much everyone.

    Best,

    Jon

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