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CRM 2013

Greetings Experts,

Is it possible to send email via a workflow to non - users/contacts etc., we would like to use a field that contains an email address as recipient. We have no need for it to be created as a contact.
Kind regards. SJ
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sunny-j
Asked:
sunny-j
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1 Solution
 
Feridun KadirPrincipal ConsultantCommented:
Yes I think you can, just type the email address in the To field. It will show as an unresolved recipient.

You will have set to Yes, the option Allow messages with unresolved email recipients to be sent on the Email tab in System Settings.
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sunny-jAuthor Commented:
Thank you for your quick response Feridun, I did as you instructed but the workflow will not save due to error. See attached for how I was trying to add in field to the To Field.

The error log seems standard and will probably be of little use but here it is in any case.
Kind regards.

Unhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=6.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35]]: System.FormatException: Microsoft Dynamics CRM has experienced an error. Reference number for administrators or support: #E745CD9EDetail:
<OrganizationServiceFault xmlns:i="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://schemas.microsoft.com/xrm/2011/Contracts">
  <ErrorCode>-2147220970</ErrorCode>
  <ErrorDetails xmlns:d2p1="http://schemas.datacontract.org/2004/07/System.Collections.Generic" />
  <Message>System.FormatException: Microsoft Dynamics CRM has experienced an error. Reference number for administrators or support: #E745CD9E</Message>
  <Timestamp>2014-03-19T10:09:08.7390826Z</Timestamp>
  <InnerFault i:nil="true" />
  <TraceText i:nil="true" />
</OrganizationServiceFault>
Email-Field.png
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Feridun KadirPrincipal ConsultantCommented:
I think typing an email address into a field works but using a lookup to an email address field does not.

Which entity contains the email address that you are using?

You can send emails to custom entities if you select the send email option on the entity definition.
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sunny-jAuthor Commented:
Thanks for this. The field is within the contact entity. So what is the way around this?
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Feridun KadirPrincipal ConsultantCommented:
:) there isn't one that I can think of without resorting to a custom workflow activity.
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sunny-jAuthor Commented:
ok, so either i would need to create the fields in a custom entity and send via workflow or create a custom workflow activity to achieve this, thanks again.
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Feridun KadirPrincipal ConsultantCommented:
Yes that seems to some up the options.
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