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I am using Microsoft Dynamics CRM 2015 on-premise version.

I created a custom entity(News). The use of this entity: the system administrator can share records(News) with selected System users.

My question: How to send Email Notification (to selected users) on Record Sharing?

Mouhie
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1 Answers1

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There isn't any built in functionality to run a workflow on users who are selected in the record sharing form/window. If you wanted users to be able to run a workflow to send email for a particular record based on who it was shared to, you would need to have a CRM plugin written and/or a custom web resource built if you wanted this to be more of a manual process that is sent when a user says to run the workflow vs. the plugin which can be setup to run all the time when a record is shared to another user.

Below are a few links of with some example CRM plugin code that has been written to send email out to users for whom a record has been shared to them.

https://social.microsoft.com/Forums/en-US/1b40cb49-d62c-4a71-9282-a9a8b255446d/send-email-to-shared-users?forum=crm

https://social.microsoft.com/Forums/en-US/68fc025e-360f-4afc-af72-d59c0665a099/to-send-email-to-shared-users-with-whom-the-lead-is-shared-in-ms-crm-2011?forum=crm

https://parthimscrm.wordpress.com/2013/09/26/send-email-user-team-while-sharing-record-crm-2011/

Chad Rexin
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  • Thank you Chad for your answe. By the way, have you got a link or something to begin with (Message/event in the plugin...)? – Mouhie Apr 30 '15 at 10:44
  • I added a few links where there's some example plugin code that should help get you or your developers started. Hope this helps. – Chad Rexin Apr 30 '15 at 10:53
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    You can also write a custom workflow assembly that you can call from the workflow that will get you the people to put in the to field of the email. https://msdn.microsoft.com/en-us/library/gg309745.aspx These behave like a plugin snippet and allow you to use the output in workflow steps. – Rob May 05 '15 at 16:39