Attach a static PDF to OOTB D365/CRM Workflow

So a recent requirement put to me was to send an email to customers with a specific attachment.

There was also a requirement to ensure the right people would get the email but that was fairly straight forward and manageable through Advance Find/Fetch XML.

I was quite keen to avoid development of a custom workflow activity or plugin to cater for this business objective.

After some investigating I found a fairly straight forward solution:

  1. Create an email template with the body/dynamic tags you wish to and attach the static attachment(in my case a PDF) here
  2. Create your asynchronous workflow as you normally would with the conditional logic and trigger points
  3. When adding the send email action, choose to use email template and call in the email template within the workflow

Simples :)!

Advertisement

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s

This site uses Akismet to reduce spam. Learn how your comment data is processed.