Home > CRM > Dynamics workflow – Unable to set Email ‘Regarding’ field

Dynamics workflow – Unable to set Email ‘Regarding’ field

Other day, while working on a straight forward ‘Send Email’ using a ‘Workflow’, I could not set the ‘Regarding’ field on ‘Email’ form.

Scenario:

  • Create a new custom entity ‘Transaction’.
  • Send an Email when a new ‘Transaction’ record gets created.

So, I created a new workflow on ‘Transaction’ entity and added ‘Send Email’ step.

SendMail_0.PNG

On the ‘Email’ configuration screen, all I could see was a blank ‘Look for:’ field.

SendMail_1

Reason & Fix:

  • ‘Activities’ option was not enabled on the ‘Transaction’ entity.

SendMail_2

  • Enable ‘Activities’ and publish.
  • Go to the workflow and I got the Entity Reference in ‘Look for:’ field.

SendMail_3

Its one of those days where we struggle for trivial problems 🙂

 

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