Can an arbitrary email address be used in the email sending workflow

Question

I am wondering if there is a way to include an arbitrary email address in the To:, From:, CC: or BCC: email sending activity fields? It looks like they should be contacts in CRM.

I ask this because I have a cc requirement for a well-known group email (the actual user is not connected to email ... something like [e-mail]... although this is not the queue at all). I am worried that if I create a CRM user for this email, then during the transition to production I will have to change all the work processes that use this email to point to the CRM object in the production window (provided that the GUID is saved with the activity) .

If an arbitrary email is not possible, any other suggestions?

Answer 1

I'm not quite sure if I edited your question correctly:

You want to create a workflow that contains the operation of sending mail. Do you want to set one of the address fields (To :, From :, CC :) to a regular email address, for example ' [e-mail] '?

Maybe if

• you enter the mailing address manually (do not use the field assistant)
• You configured that emails with unauthorized recipients are allowed to be sent.
  See Settings → Administration → System Settings → Email Tab
• You do not want to provide an email address at another step in the workflow.

Answer 2

As far as I know, the only way to do this is to create a custom thread assembly. This may be more of a problem for you than worth it.

Answer 3

I doubt. Not without a terrible SDK or Custom Activity Activity , which even then may not work. Unless you have a truly gigantic amount of workflows that need to be changed, a manual approach may be the best.

It can be a terrible hack, but you can replace the GUID instances of the development environment support account with your production copy directly in SQL Server. Not in the SystemUserBase table, but in any workflow activities, mention the support account as the CC field in the email. But this is scary.

You can also take a look at your process again; a significant part of Dynamics CRM is designed to solve support problems and includes fairly reliable tracking and storage of email; there probably should not be a need for CC this support mailbox that you are accessing.

In short . All of these options are terrible. Find a way to avoid them. :-P

Answer 4

I had this requirement before and even with workflows, there seems to be no way to handle this (although CRM will allow this via the interface).

Your instinct is right if you create a user separately in both environments and then try to move the workflow that references this user between the environments, that the links to the workflow must be updated.

The best solution for me would be to simply create a contact / user in one environment. But then create a contact / user in other environments with the same Guide. You can do this via the API rather easily or for a solution without code, there is a Microsoft CRM-configuration Data Utility ( http://msdn.microsoft.com/en-us/library/dd442453.aspx ) that you can use. (Note that the utility will want to transfer all the records from the selected object, so you can export them to a file, edit the resulting file, which is just XML, and then import it into your target).

Answer 5

This is what you can do with CRM 2011, CRM 2013 or CRM 2015, if you have a custom entity with email enabled, then copy the email address from your main entity, even if that email address is in the custom text box to him and tie him back through the search box. This will require a plug-in in Microsoft CRM 2011, but it is possible to do this with real-time workflows in Microsoft CRM 2013 and Microsoft CRM 2015. This method allows you to have email addresses associated with the records and workflows available for use with CRM to send electronic letters without the need to create an additional user account or contact. This is also convenient if you work with an organization such as Incidents, which is the main CRM entity and does not support email, but you want to be able to send emails related to this object. You can use this method in combination with ccellar steps.

I have a blog post that gives an example of this: http://dynamicsuniversity.com/steps-to-send-emails-to-custom-email-address-text-field-from-a-workflow/

Answer 6

You can write your own workflow or go on to developing plugins.

You will receive detailed information about this below on blogs.

For the user process https://msdn.microsoft.com/en-us/library/gg334455.aspx

Blog: - https://lakshmanindian.wordpress.com/2012/10/14/custom-workflow-activity-in-microsoft-dynamics-crm-2011/

more knowledge of email sending requirements. https://social.microsoft.com/Forums/en-US/375f5dad-0382-4112-ab0d-5b42ba235d96/crm-2011-workflow-sending-email-problem?forum=crmdevelopment