CODEWITHSUNDEEP
dynamics-crmdynamics-crm-2015
Mouhie
Mouhie

Reputation: 59

Workflow to send an email to the users within the record is shared

I am using Microsoft Dynamics CRM 2015 on-premise version.

I created a custom entity(News). The use of this entity: the system administrator can share records(News) with selected System users.

My question: How to send Email Notification (to selected users) on Record Sharing?

Upvotes: 0

Views: 2926

Answers (1)

Chad Rexin
Chad Rexin

Reputation: 596

There isn't any built in functionality to run a workflow on users who are selected in the record sharing form/window. If you wanted users to be able to run a workflow to send email for a particular record based on who it was shared to, you would need to have a CRM plugin written and/or a custom web resource built if you wanted this to be more of a manual process that is sent when a user says to run the workflow vs. the plugin which can be setup to run all the time when a record is shared to another user.

Below are a few links of with some example CRM plugin code that has been written to send email out to users for whom a record has been shared to them.

https://social.microsoft.com/Forums/en-US/1b40cb49-d62c-4a71-9282-a9a8b255446d/send-email-to-shared-users?forum=crm

https://social.microsoft.com/Forums/en-US/68fc025e-360f-4afc-af72-d59c0665a099/to-send-email-to-shared-users-with-whom-the-lead-is-shared-in-ms-crm-2011?forum=crm

https://parthimscrm.wordpress.com/2013/09/26/send-email-user-team-while-sharing-record-crm-2011/

Upvotes: 1

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