Create email and send from MS CRM

To send email in CRM, a workflow can be used (out of box or custom workflow)

Out of box way

  1. Create workflow in CRM and click on ‘Send Email’ button as shown below

1

  1. Then select option of email template or on the fly template. We will explore on the fly template, to open it click on ‘Set properties’ button after selecting ‘Create New Message’ option from provided drop down.

2

  1. Once you click on ‘Set properties’ button following email template will open, then populate the values and save the template

3

  1. That’s it.

Custom email using SDK

Here is the sample

  1. Create email body/Message

email body

  1. Create email in CRM
Create email

Create email

  1. Send created email
Send created email

Send created email

  1. That’s it.

To explore more click here and here

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