Send XRM Email

This shape is used to send an email using a CRM Email Template.

The Regarding object of this email will be the Main Entity of the process, that means that the created email activity will be in activity history of the record.

Use this shape if you want to reutilize existing CRM Email Templates.

AgileXRM Email Templates, which are used in the other Email Shapes, are much more powerful and flexible. For a comparison see the Email Shape Comparison Table.

Navigation

In AgilePoint Envision, open a process template.
Navigate to the XRM Automatic Activities 2011 or XRM Automatic Activities 4 stencil.
On the XRM Automatic Activities 2011 or XRM Automatic Activities 4 stencil, drag the Send XRM Email AgileShape, and drop it on the process template.
To view the entire list of properties, in the Design Tasks pane, click Show Properties.

Properties for This AgileShape

Field Name	Definition
RegardingType	Definition: This is the entity type for the Email Template. Use the ellipsis button to open the configuration dialog Opens the Following Window: Send mail using XRM template Window
SenderId	Definition: This is the ID of the User or Queue. In case of User it can be a dynamic value. Use the ellipsis button to open the configuration dialog Opens the Following Window: Send mail using XRM template Window
SenderTypeName	Definition: This is either User (systemuser) or Queue (queue). Use the ellipsis button to open the configuration dialog Opens the Following Window: Send mail using XRM template Window
TemplateName	Definition: This is the name of the Email Template in CRM. Use the ellipsis button to open the configuration dialog Opens the Following Window: Send mail using XRM template Window

Common AgilePart Properties

This AgilePart inherits the following common properties. For more information, see AgilePart - Common Setup. Note that only the relevant properties are available in AgilePoint Envision. Unneeded properties are hidden.

Name, (UID), Description, Debug, Audit Level, SessionMode, Wait All Incoming, AssemblyName, ClassName, Method, Optimizing, Activity Entry Message (Email), Task Completed Message (Email), ConfigureAttachments, Reference URL, ExceptionHandlerScope, SaveErrorMessageTo, SaveStatusTo, Configure Yammer Credentials, Retries, HandleException

BPMN Properties

Each AgileShape includes a set of BPMN properties. For more information, see Adding or Modifying BPMN Properties for an AgileShape.

Common AgilePart Tasks

Collapse/Expand Shape

Right-clicking the shape brings up the Collapse menu action. Clicking it collapses the shape to a small circle. Right-clicking a collapsed shape shows the Expand menu item, restoring the shape to its original form.

Use Collapse shape to minimize the visual effect of steps in the process which are not of any interest to the Business User.

Add/Remove Timer

Right-clicking the shape brings up the Add Timer menu action. Clicking it adds a timer to the shape, allowing the process modeler to add an alternative route out of the shape when the configured Time Span times out.

Right-clicking a shape with a Timer shows a Remove Timer menu action, which would remove the timer from the shape.