Wednesday, September 8, 2021

D365 CE: How to send email without using Send Email step in workflows

Use Create Email step instead.

Here are the steps with screenshots below.

  1. Add Step > Create Record > Select Email record.
  2. Edit your email content / body.
  3. Add another step, Change Record Status > Pending Send.
  4. Add another step, Update Email > Set No. of Delivery Attempts to 0.






Now that you know how to do it, here are a few reasons why you might want to go this way instead of using Send Email.

  • You might want to attach documents to the email prior to sending.
  • You might want to update the email content based on some logic.
These cannot be done directly on Send Email step. This is another option.