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Topic Title: Dynamics CRM - automation of the sending of an email with attachments
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Created On: 01/15/2014 02:52 AM
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 01/15/2014 02:52 AM
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Expert (100-199)

Posts: 122
Joined: 12/11/2013


We are wondering if it is possible in Automate with CRM to trigger an process whereby an email is sent out to a mailing list with one or more attachments, using an existing template.

Before I look into the CRM functionality in more detail, appreciate any thoughts as to whether this might be possible.



 01/15/2014 09:58 AM
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Ronak Patel

Posts: 967
Joined: 07/20/2006

Hi JamesHalinson,

If you have existing workflow (process) that executes your business logic, then look into Start worfklow activity under CRM action.

All you need to pass is worfklow id and entity id and AutoMate will start the workflow and give you the job id back.

// Ronak Patel,
// Automate Development Team
// Network Automation, Inc. - No Code, No Limits Business Process Automation
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