CODEWITHSUNDEEP
dynamics-crm-2011
Chris Craven
Chris Craven

Reputation: 13

CRM 2011, Find workflow that created email

I've been tasked to find out which workflow has a task that creates a certain email. The email that is created is nothing special, all it has is the subject line of Test and the contact and owner information. Since we have a large number of processes is it possible to trace one of these created emails back to the workflow that created it?

Thanks

Upvotes: 1

Views: 1712

Answers (2)

Konrad Viltersten
Konrad Viltersten

Reputation: 39058

You could add a marker into the message body or the subject using a code that corresponds to the workflow that created the mail. I haven't built such a thing myself so it's just a suggestion.

Upvotes: 1

James Wood
James Wood

Reputation: 17552

As far as I know there is no way to look at the email and know which workflow created it. But if you try the following you should be able to get pretty close or at least narrow down your field of search.

If you know when the email was created, the workflow will have been running around that timeframe. So, go to: CRM > Settings > System Jobs, this will show all the workflows and asynchronous tasks that were running so just find ones near the created on of the email and open them up. You can see in the 'process progress' section what steps the workflow has performed and if it has created anything it will show the email. So you should be able to confirm it that way. If that doesn’t work (e.g. because the system jobs are cleared down regularly).

Then you can see what has a dependency on the email, go to: CRM > Settings > Customisations > Customise the System > Entities > Email > Show Dependencies, this will show any processes that do something with an email, so assuming there isn’t 100s you can just look at them manually to find the right one.

Upvotes: 3

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