I need your help: Can we set up a daily "list of report" of all reports created per day which will be sent by email or stored on a server?
Do you have any idea how I can do it?
I want to know if there is a standard feature that can do it, if not, what do you suggest as a solution.
I had a requirement, where i needed to execute a report on SQL
Reporting server and send that report excel to some vendor through
email.
I did it this way through a custom workflow,
for detail blog
Click Here
I did't write the email part of the code, but you can find here how to
send an email through smtp with a file as an attachment.
Click Here
Related
I have the functionality to send an email when the case is created in Dynamics 365 and the regarding is set as the Case which is created.
But in Dynamics 365 App for Outlook, I don't see the regarding field tracked as in the below image:
Set Regarding In Dynamics 365 App For Outlook
Please share your suggestions on this issue.
Usually Tracking is just a clone/copy operation of Outlook object like Email/Appointment to avoid duplicate data entry in Dynamics side. So users will Track or Set Regarding in Outlook to ship that Email/Meeting into Dynamics as an Activity record. In the background, SSS will map the ExchangeId, CRMId for further handshakes. Moreover this is to see all activities in one place like Timeline or Activities view or regarding record.
What you are doing is sending out Email from Dynamics, this is going to be in Dynamics activities view/Timeline under regarding record. But you are not going to get the reverse behavior in Outlook as its not originated there.
Even if you track it again in outlook - it won't recreate in Dynamics. I tested all these in my environment, the same behavior exists.
Further replies/forwards will be auto-tracked like Ankuser said.
Read more: Aaron's Blog series
You will get Tracked when you receive a reply to this email.
For use case Send email from some other user and ask this user to reply back to you in outlook. Once they reply back you will have tracked to particular case.
Good morning
I'm quite new to MS Flow and I came across an issue that I just can't find a solution for. I created a flow for an approval App in PowerApps and added a Link to the item on the email that is received by the person that needs to approve it. The problem is that the link to the item is not clickable in the Outlook 2016 client. It is in the OWA though, so there must be a setting to fix this (I hope).
Can someone please tell me what I'm doing wrong?
MS Flow Workflow
Outlook Client
If you meant by how to create a link with an href the add the below code in body of your email.
Click Here for details
Click the adavanced options from Send email flow and set 'Is HTML' property value to true.
For more information, please refer to these links:
How to insert a "Clck Here" in an email?
How do I get flow to stop encoding the ampersand in the href in my anchor tag?
The send button in BI Publisher (Oracle Business Intelligence Publisher Release 10.1.3.4) will send the generated report into the body of an email. We have to manually key in email parameters like to, cc, etc.
Is there a way we could attach a document say pdf here (without bursting)? I am sure we can burst attachments with bursting. Kindly tell me if there is any other way, we could attach a document while sending the report as email by clicking on the send button
Don't use Send. You can run the report and have it sent as an attachment in the email. In order to do this click on the Schedule link on the top right hand corner while you are in the report.
This will take you to a page where in the Time section (see below) you can either run immediately or schedule it to run automatically daily/weekly/monthly, and then in the Delivery section specify your To, CC, Subject etc. and then Click on "Submit".
This way your report will be emailed as an attachment based on your template type (i.e. as PDF if your template is rtf, as Excel if your template is Excel)
I'm wondering if there is any way to be able to include an arbitrary email address as the To:, From:, CC: or BCC: fields of a send email activity? It appears that they must be contacts in the CRM.
I ask this because I have a requirement to cc a known group email (no actual user associated with the email...something like support#mycompany.com...though it's not a queue at all). I'm concerned that if I create a CRM user for this email, that when I move to production, I'll have to change all the workflows using this email to point to the CRM entity on the production box (assuming GUID is saved with activity).
If an arbitrary email isn't possible, any other suggestions?
I'm not quite sure, if I have unterstood your question right:
You want to create a workflow which contains a send mail activity. You would like to set one of the address fields (To:, From:, CC:) to a plain mail address like 'foo#bar.org'?
It is possible if
you enter the mail address by hand (do not use the field assistant)
you have configured that e-mails with unresolved recipients are allowed to be sent.
See Settings -> Administration -> System Settings -> E-Mail Tab
you don't want to set the e-mail address with another workflow step
To my knowledge, the only way to do this would be to create a custom workflow assembly. This may be more trouble to you than it's worth.
I doubt it. Not without horrible SDK or Custom Workflow Activity machinations, which even then may not work. Unless you have a truly gargantuan number of workflows that must be altered, the manual approach may be the best.
It may be a terrible hack, but you might be able to replace instances of the development environment support account GUID with its production counterpart directly in SQL Server. Not in the SystemUserBase table, but in whatever workflow activities mention the support account as a CC field in an e-mail. But that is scary stuff.
You may also want to take another look at your process; a significant portion of Dynamics CRM is dedicated to handling support issues, and that includes fairly robust e-mail tracking and storage; there probably shouldn't be a need to CC this support mailbox to which you refer.
In summary: All of the options I've listed are terrible. Find a way to avoid them. :-P
I've had this requirement before, and even with workflow activities, there doesn't seem to be a way to handle this (even though CRM will allow it through the UI).
Your instinct is right that if you create a user separately in both environments and then try to move a workflow that references that user between the environments, that the workflow references will have to be updated.
The best solution, to me, would be to go with just creating the contact/user in one environment. But then, create the contact/user in your other environments with the same Guid. You can do this through the API quite easily, or for a no-code solution, there is a Microsoft provided CRM Configuration Data Utility (http://msdn.microsoft.com/en-us/library/dd442453.aspx) that you can use. (Note that the utility will want to migrate all records from the chosen entity, so you might want to export it to a file, edit the resulting file which is just XML, and then import to your target).
This is something that you can do with CRM 2011, CRM 2013, or CRM 2015 if you have a custom entity that is email enabled and then copy the email address from your core entity even if that email address is in a custom text field to it and relate it back via a lookup field. Doing that would require a plugin in Microsoft CRM 2011, but is possible to do with real-time workflows in Microsoft CRM 2013 and Microsoft CRM 2015. This method would allow you to have email addresses associated to the records and available for usage with the CRM workflows to send emails without needing to create an additional user or contact record. This is also handy if you are working with an entity like Incidents that is a core CRM entity and is not email enabled, yet you wish to be able to send emails related to that entity. You could use this method in conjunction with the steps ccellar provided.
I've got a blog post that goes through an example of this here: http://dynamicsuniversity.com/steps-to-send-emails-to-custom-email-address-text-field-from-a-workflow/
You can write custom workflow or you should go for plugin development.
You will get details for it on below blogs.
For custom-workflow
https://msdn.microsoft.com/en-us/library/gg334455.aspx
Blog:-
https://lakshmanindian.wordpress.com/2012/10/14/custom-workflow-activity-in-microsoft-dynamics-crm-2011/
more knowledge on your email sending requirement.
https://social.microsoft.com/Forums/en-US/375f5dad-0382-4112-ab0d-5b42ba235d96/crm-2011-workflow-sending-email-problem?forum=crmdevelopment
I want to create a small survey in an email message. The user are to respond using free form text boxes, check boxes , or pre-defined drop downlist . I see applications that claim to be able to do that. my needs are not that elaborate. Just a few questions that need to be asked
In Outlook 2007 there is functionality to create polls (Voting) which may satisfy your needs:
This feature requires you to use a Microsoft Exchange Server 2000, Exchange Server 2003, or Exchange Server 2007 account.
A demonstration is provided here.
You can simply include this as a normal HTML form in a mime part. See http://abiglime.com/webmaster/articles/cgi/010698.htm for how to do that.
However, many email clients will not display this. For example, in Thunderbird, there are settings for displaying message: "Original HTML", "Simple HTML", "Plain text". It will only display a form if it is set to "Original HTML".
Additionally, you may get security warnings from some email clients when trying to do the actual post from your email message over to the web site (I'm not sure about that as I've never tried).
I can see the appeal of making a survey easy to use in an email, but you should at least provide alternate links to access the survey on a website for users that can't see the form. And be sure to test this using a wide variety of email clients, eg: Thunderbird, Outlook, Outlook Express, Gmail, Yahoo, MSN/Hotmail,...
Cant you use HTML to make it work?
You can create a custom form within outlook that contains the controls you want. Use that form when creating a new email message. That will work.