Send E-mail (Dynamics CRM) activity

An activity that sends an e-mail using a Dynamics CRM e-mail template.

Configure the Send E-mail activity

To configure the Send E-mail activity for Dynamics CRM, do the procedure in this topic.

Examples

(Example) How to Get the Access Token Credentials from Microsoft Dynamics CRM

Good to Know

To send an e-mail notification, click Advanced > E-mail Notifications .
For more information, refer to Configure E-mail Notifications for Any Activity.
In most text fields, you can use process data variables as an alternative to literal data values.
You can configure whether this activity waits for other activities before it runs.
For more information, refer to How Do I Configure an Activity to Wait for Other Incoming Activities?
Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation, and it is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business uses cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, and other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?

How to Start

On the Application Explorer screen, do one of these:
- Open a Process.
- Create a Process.
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.

General Configuration

Specifies the basic settings for the Send E-mail activity.

Fields

Field Name	Definition
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 Example: This is a common configuration field that is used in many examples. Refer to: Examples - Step-by-step use case examples, information about what types of examples are provided in the AgilePoint NX Product Documentation, and other resources where you can find more examples.
Description	Function: Specifies an optional text 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, representing a number of seconds. Default Value: 600 Accepts Process Data Variables: No

Send E-mail Configuration

Sets the e-mail template to send an e-mail with Dynamics CRM.

Fields

Field Name	Definition
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 Example: Refer to: (Example) How to Get the Access Token Credentials from Microsoft Dynamics CRM
Add Token	Opens this Screen: Access Token for Microsoft Dynamics CRM Function of this Screen: Configure an access token to connect to Dynamics CRM. Example: Refer to: (Example) How to Get the Access Token Credentials from Microsoft 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. Accepts Process Data Variables: Yes Limitations: Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation, and it is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business uses cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, and other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?
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 Accepts Process Data Variables: Yes Limitations: Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation, and it is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business uses cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, and other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?
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 Accepts Process Data Variables: Yes Limitations: Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation, and it is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business uses cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, and other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?
Store New E-mail ID in Custom Attribute or Schema	Function: Specifies the process data variable that contains the e-mail ID for the e-mail sent by this activity. Accepted Values: A process data variable that accepts an alphanumeric string with no spaces. Default Value: None Accepts Process Data Variables: Yes Limitations: Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation, and it is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business uses cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, and other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?