Send E-mail (Dynamics CRM) activity

Display Name

Function:

Specifies the activity name that shows in your process.

Accepted Values:

One line of text that can have spaces.

Default Value:

None

Accepts Process Data Variables:

No

Description

Function:

Specifies an optional description for your activity.

Accepted Values:

More than one line of text.

Default Value:

None

Accepts Process Data Variables:

No

Connection Timeout (Seconds)

Function:

Specifies the number of seconds permitted to complete an action before the connection stops.

Accepted Values:

An integer that represents a number of seconds.

Default Value:

600

Accepts Process Data Variables:

No

Dynamics CRM

Function:

Specifies the access token that connects to your Dynamics CRM application.

Accepted Values:

A list of access tokens configured for your environment.

Default Value:

None

Add Token

Opens this Screen:

New Dynamics CRM Access Token

Function of this Screen:

Configures a new access token for Dynamics CRM.

Entity Name

Function:

Specifies the name for your entity.

Accepted Values:

One line of text that can have spaces.

Default Value:

None

When you select the Dynamics CRM access token, the name of the entity shows in the Entity Name field.

Accepts Process Data Variables:

No

Available Template

Function:

Specifies the e-mail template to use.

Accepted Values:

An e-mail template name from the list.

Default Value:

None.

When you select the entity name from Entity Name field, the name of the template shows in this field.

Template ID

Function:

Specifies your e-mail template ID.

Accepted Values:

The ID for your e-mail template.

Default Value:

None.

When you select the name of the template from Available Template field, the correct ID shows in this field.

From (User)

Function:

Specifies a Dynamics CRM user ID for the user from whom an e-mail is sent.

If you keep this field empty, the activity gets the credentials from the specified access token in the Dynamics CRM field.

Accepted Values:

• A Dynamics CRM user ID.
• A process data variable that stores a Dynamics CRM user ID.

  You can use Process Data screen to specify a process data variable.

Default Value:

None

To

Function:

Specifies a Dynamics CRM user ID for the user to whom to send an e-mail.

Accepted Values:

• A Dynamics CRM user ID.
• A process data variable that stores a Dynamics CRM user ID.

  You can use Process Data screen to specify a process data variable.

Default Value:

None

Store New E-mail ID in Custom Attribute or Schema

Function:

Specifies the process data variable that contains the e-mail ID for your new e-mail.

Accepted Values:

A process data variable.

You can use Process Data screen to specify a process data variable.

Default Value:

None

Accepts Process Data Variables:

Yes