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CRM 2011 Workflow to copy email subjects, recipients and senders to a Note
Hello,
I need help with creating a CRM 2011 workflow that does the following:
For a set of users, for every email that gets tracked via Outlook (or created within Web application), automatically create a Note that will include the subject, sender, recipients, direction (sent or received). A Note needs to be created for each party in the email and, if they are contacts, for their Parent Account if one exists.
And, to add even more complexity, create a Note to the Regarding: entity
While picking dynamic fields is easy enough, I see the biggest challenge in creating an if else condition.
If a Contact has a Parent Account, create a note for the Contact and the Parent Company
Else
Create a note for the Contact
Any help and suggestions will be greatly appreciated. Thanks in advance!
I need help with creating a CRM 2011 workflow that does the following:
For a set of users, for every email that gets tracked via Outlook (or created within Web application), automatically create a Note that will include the subject, sender, recipients, direction (sent or received). A Note needs to be created for each party in the email and, if they are contacts, for their Parent Account if one exists.
And, to add even more complexity, create a Note to the Regarding: entity
While picking dynamic fields is easy enough, I see the biggest challenge in creating an if else condition.
If a Contact has a Parent Account, create a note for the Contact and the Parent Company
Else
Create a note for the Contact
Any help and suggestions will be greatly appreciated. Thanks in advance!
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I found the solution myself
This cannot be done just by using Workflow. You will have to use a custom workflow activity or a Plugin to achieve this.
Regards,
Chinmay.