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CRM 4.0 Child Workflow to Send Complex E-mail

April 30, 2008

CRM 4.0 workflows can be used for a number of different things. One great example is a workflow to generate a complex e-mail.  CRM e-mail  templates only allow you to access data stored in a single entity.  However you can build custom e-mail from all related entity data sources in a simple workflow in Microsoft Dynamics CRM 4.0.

Consider the following Scenario:

A custom training session entity and enrollments entity has been created that link enrollees (contacts) to a training session which is being provided by a trainer (CRM user).  If you want to send an e-mail that includes information about the training session, the product that it represents, the contacts who are enrolled, and include contact information about the person who set up the enrollment (owner) you will need to do this by generating a custom workflow e-mail rather than using a CRM e-mail template.

This example shows a simple workflow which checks to see if the training session e-mail actually needs to be sent, then builds a workflow-based e-mail with all of the details.

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This email includes data pulled from four separate entities. By the way, the other cool thing you can do is to attach a document to the e-mail.  You definitely can’t do that in the CRM e-mail template!

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Enjoy!

Posted by Steve Noe on 04/30 at 08:36 AM
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