Send an E-mail with Dynamics CRM

Send E-mail Configuration Screen

Prerequisites

• Create an access token for your Dynamics CRM application.

Good to Know

• In most text fields, you can use process data variables as an alternative to literal data values.

How to Start

1. On the Organizer, do one of these:
   • Open a process.
   • Create a process.
2. Do one of these:
   • Add an activity:
     1. In the Process Builder, in the Activity Library, open the Dynamics CRM tab.
     2. On the Dynamics CRM tab, drag the Send E-mail activity onto your process.
   • Change an activity:
     1. In your process, double-click your activity.
3. Click Send E-mail

Procedure

1. On the Send E-mail Configuration screen, in the Dynamics CRM field, select your Dynamics CRM access token.

   To create a new access token, click Add Token . For more information, refer to New Dynamics CRM Access Token.

2. In the Entity Name list, select your entity.
3. In the Available Template list, select the name of the e-mail template.

   When you select the name of the template, the template ID shows in the Template ID field.

4. Complete these fields as necessary.

   Field Name	Definition
   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

RelatedTopics

• Configure General Options for a CRM Activity
• Send E-mail (Dynamics CRM) activity
• Process Data Variables