使用MS Dynamics Crm 2011中的工作流创建电子邮件，并动态填充“To”领域 [英] Create Email with a workflow in MS Dynamics Crm 2011 and dynamically fill the "To" field

问题描述

我正在研究Dynamics Crm 2011发展版，我遇到了以下问题。
我的情况：

I'm working on Ms Dynamics Crm 2011 development and I encountered following problem. My situation:

我想能够在实体MyEntity的记录上的特定状态字段上更改后自动发送电子邮件。 MyEntity有一个电子邮件字段。我尝试创建一个工作流，该工作流在状态更改后，将电子邮件发送到MyEntity记录的电子邮件字段地址。我的问题是，我无法将电子邮件创建工作流程添加到收件人字段，这个MyEntity电子邮件地址。我需要以某种方式在工作流程中指定动态添加To字段，具体的MyEntity的相关电子邮件地址。那可能吗？有解决办法吗？可以用插件来做，但是现在我试图避免插件解决方案。

I want to be able to automatically send an Email after a change on a specific status field on a record of the Entity "MyEntity". "MyEntity" has an Email-field. I try to create a workflow which sends an Email to the Email-field address of the "MyEntity" record after the status has been changed. My problem is that I can't add in the Email Creation workflow to the "To" field this "MyEntity" Email-field adress. I need to somehow specify in the workflow to dynamically add the "To" field, the relating Email address from the specific "MyEntity". Is that possible? Is there a workaround for that? It could be done with a plugin I guess, but by now I'm trying to avoid the plugin solution.

提前感谢

John

推荐答案

是的，你应该可以。首先去解决方案，打开你的实体，去Fields，打开你的电子邮件领域，并确保格式是电子邮件。发布。

Yes, you should be able to. First go to Solutions, bring up your entity, go to Fields, bring up your e-mail field and ensure the Format is e-mail. Publish.

解决方法：如果您有超过1个电子邮件格式文本字段，请暂时更改其他内容（从电子邮件发送到文本）和发布。否则，下一步是不明确的，我们无法控制哪个字段CRM设置为将该实体用于电子邮件时使用的电子邮件。

Work around: If you have more than 1 e-mail Format text field, change the others temporarily (to text from e-mail) and Publish. Otherwise, the next step is ambiguous and we don't have control over which field CRM sets up as the email to use when this entity is used for e-mail.

在解决方案框架中，在树中选择您的实体节点。在通信和协作下，选中发送电子邮件（如果电子邮件字段不存在，将创建一个）。保存/发布。

In the solution frame, select your entity node in the tree. Under Communication and Collaboration, check the box 'Sending e-mail (If an e-mail field does not exist, one will be created).' Save/Publish.

如果您有超过1个电子邮件格式的文本字段，请修复上述工作。将其更改回电子邮件。发布。

Fix the work around above if you had more than 1 e-mail format text field. Change them back to e-mail. Publish.

在工作流程中，选择您的To Field。在发送电子邮件步骤下，选择设置属性。选择收件人字段。在表单助理中，您不应该能够选择您的实体。注意：您将绑定到密钥字段，而不是绑定到特定的电子邮件字段。

In Workflow, select your To Field. Under the Send e-mail step, select 'Set Properties.' Select the 'To' field. In the form assistant you should not be able to select your entity. NOTE: You will bind to the 'Key' field and NOT to the particular e-mail field.

这仅适用于您的自定义实体上的单个电子邮件字段。没有办法使用文本字段作为CRM到字段中的地址。

This only works for a single e-mail field on your custom entity. There is no way to use a text field as an address in a CRM 'to' field.

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