E-mail (Dynamics)

The E-mail (Dynamics) flow block creates and sends e-mails from your Microsoft Dynamics 365 CE CRMClosed Customer relationship management (CRM) is a software system used to manage customer interactions with the goal to sell a product or service..

Parameters

The dropdown menus below provide all of the flow block's configuration options with detailed information and recommendations to help you configure your flow block.

You can further customize your flow block's parameters in several ways

  • Users can use linked fields to map data from your data set(s)

  • Users can use edit fields to customize the flow block

  • Using delayed output settings to wait for signatures or file names of completed documents

Flow output setting functions

Index No.

Field name

Function

1

E-mail

When checked, a link to the created e-mail displays during the flow output step.

Addresses setting functions

Index No.

Field name

Function

1

From

Fills in the From field for your e-mail. If you don't specify an address, the system uses the current user's e-mail address (the user running the flow). We recommend converting this setting to a linked field and using Entity references. You can also use rich text as long as the e-mail address matches the e-mail address of a User or a Queue in Dynamics.

2

To

Fills in the To field for your e-mail. We recommend converting this setting to a linked field and using Entity references. You can also use rich text as long as the e-mail address matches the e-mail address of a User or a Queue in Dynamics.

3

CC

Fills in the CC field for your e-mail. We recommend converting this setting to a linked field and using Entity references. You can also use rich text as long as the e-mail address matches the e-mail address of a User or a Queue in Dynamics.

4

BCC

Fills in the BCC field for your e-mail. We recommend converting this setting to a linked field and using Entity references. You can also use rich text as long as the e-mail address matches the e-mail address of a User or a Queue in Dynamics.

5

Find entity by e-mail addresses

When checked, the system searches your CRM for a record with e-mail addresses.

Select for more infoClosed The system resolves the From, To, CC, BCC field into an entity reference. It's possible that the same e-mail address occurs in multiple types of records, such as example.com could be the e-mail address of an Account and a Contact. You can specify the Entity search order to inform the system on which record takes priority. For example, suppose Contact is put before Account on the search order. In that case, the system converts the e-mail for Contact into an entity reference. The system cannot accept user input collected at run-time.

 

 

Applies to: To, CC and BCC

When need to send e-mails to multiple recipients and want that list to be dynamically generated, you can use a 1:N relation. You need to use a linked field and select the e-mail address Field from that 1:N relation.

If the selected field is coming from a 1:N relation, the icon of the linked field will show the  symbol.

Messages setting functions

Index No.

Field name

Function

1

Subject

Fills in the Subject field of your e-mail.

2

Message source

Defines where get the content of your message with the following options: Rich text, Document, Template.

3

Message

Fills in the body of the email.

Attachments setting functions

Index No.

Field name

Function

1

Document attachments

Defines which documents created during the flow to attach to the e-mail.

2

Asset attachments

Sets the preexisting assets not created during the flow to attach to the e-mail.

Advanced properties setting functions

Index No.

Field name

Function

1

Action

Sets whether to save or send the e-mail during the E-mail Dynamics step. By default, the system saves the e-mail.

2

Regarding

Sets the record in the CRM system on which to attach the note. By default, this is the selected record, but it can also be a related record.

3

Priority

Sets the priority of the created email with the following options: high, normal or low.

4

Due date

Sets a date for the system to alert you via your activity list. If a value is not set for this field, the system automatically uses the current date.

5

Due date interval

Allows the system to use a relative period of time instead of a due date. You can use the ISO8601 period format to specify a time period. Click here to see examples
ClosedP2M = add 2 months
-P1D = subtract one day
P1W1D = add one week and one week P5DT12H = add 5 days and 12 hours
If you leave the Due date interval field empty, the system automatically uses the Due date value.

6

Connector

Defines the connector the system should use. If you only have one, the system uses that connector by default.