Wednesday, December 31, 2014

CRM Email Workflow Utilities

I've released an updated version of my project CRM 2011 Internal Email Helpers that will work with CRM 2011, 2013, and 2015.

If you aren't familiar it's a set of custom workflow activities related to emails in Dynamics CRM.
Included functionality:
  • Email Business Unit
  • CC Business Unit
  • Email Security Role
  • CC Security Role
  • Email Team
  • CC Team
  • Delete Email Attachments
  • Send Draft Email
The delete email attachment feature seemed to be popular, I've expanded the functionality to also allow filtering on specific file types. Also by popular request I've added the option to add security roles, teams, and business units as carbon copied recipients instead of only main mail recipients. The documentation page for the project has more specifics.

If you have ideas for new functionality, suggest it on the discussions page for the project.
CRM 2015 organizations look for the v2.0.0.0 release while CRM 2011 and 2013 uses the v1.0.0.0 release. If you are upgrading to 2015 the old project should continue to work just fine you just won't be able to install the old solution into a 2015 organization.

Download it from CodePlex:

https://crmemailworkflowutilities.codeplex.com/