Another Handy Tool Compliments of BusiPlanIT: Email to a Team


How many times have you heard, “Why can’t I email a Team in CRM”? Since Dynamics CRM uses Activity Parties, the Team option is not available. When creating a Workflow, the User must manually select all of the Users that are members of the Team and add them to the “To” field in the Email template. Who wants to do that??? What happens when members of the Team change?

At BusiPlanIT Labs, we have released another handy tool that leverages Custom Workflow Activities in CRM to solve this common challenge. This Custom Workflow Activity works in CRM Online and On-Premise for CRM 2011, CRM 2013, and CRM 2015. Users must have email capabilities set up in CRM either through the Outlook Client, Email Router, or Email Server Side Sync in order for emails generated by the Workflow to be sent out.

The solution is very simple. It has one component.

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