Solved

CRM 2013

Posted on 2014-03-19
7
610 Views
Last Modified: 2014-03-19
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
0
Comment
Question by:sunny-j
  • 4
  • 3
7 Comments
 
LVL 29

Expert Comment

by:Feridun Kadir
ID: 39939113
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.
0
 

Author Comment

by:sunny-j
ID: 39939215
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
0
 
LVL 29

Expert Comment

by:Feridun Kadir
ID: 39939378
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.
0
Comprehensive Backup Solutions for Microsoft

Acronis protects the complete Microsoft technology stack: Windows Server, Windows PC, laptop and Surface data; Microsoft business applications; Microsoft Hyper-V; Azure VMs; Microsoft Windows Server 2016; Microsoft Exchange 2016 and SQL Server 2016.

 

Author Comment

by:sunny-j
ID: 39939447
Thanks for this. The field is within the contact entity. So what is the way around this?
0
 
LVL 29

Accepted Solution

by:
Feridun Kadir earned 500 total points
ID: 39939453
:) there isn't one that I can think of without resorting to a custom workflow activity.
0
 

Author Comment

by:sunny-j
ID: 39939480
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.
0
 
LVL 29

Expert Comment

by:Feridun Kadir
ID: 39939506
Yes that seems to some up the options.
0

Featured Post

Netscaler Common Configuration How To guides

If you use NetScaler you will want to see these guides. The NetScaler How To Guides show administrators how to get NetScaler up and configured by providing instructions for common scenarios and some not so common ones.

Question has a verified solution.

If you are experiencing a similar issue, please ask a related question

Automatically creating a Trello card using data from a Microsoft Dynamics CRM record turned out to be an easy project that yielded great results.  Here's how I did this for an internal team at General Code.
Having trouble getting your hands on Dynamics 365 Field Service or Project Service trial? Worry No More!!!
This Micro Tutorial hows how you can integrate  Mac OSX to a Windows Active Directory Domain. Apple has made it easy to allow users to bind their macs to a windows domain with relative ease. The following video show how to bind OSX Mavericks to …
With Secure Portal Encryption, the recipient is sent a link to their email address directing them to the email laundry delivery page. From there, the recipient will be required to enter a user name and password to enter the page. Once the recipient …

777 members asked questions and received personalized solutions in the past 7 days.

Join the community of 500,000 technology professionals and ask your questions.

Join & Ask a Question