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Super User
Super User

Send Email to Dynamics 365 Team Members

Hi,

Is there a way to send an email to all the users in a particular Dynamics 365 Team? The problem is that there is a User entity and a Team entity, with a hidden teammembership intermediate entity behind the scenes for the many to many relationship between User and Team. But there is no way to access the teammebership entity.

 

Any ideas?

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Super User II
Super User II

Re: Send Email to Dynamics 365 Team Members

@SeanHenderson 

Hi there.  So I had an idea, and confirmed with some smart people that it will work, but I haven't had a chance to test it out yet.

 

Basically, we can use FetchXML to grab the records you want.

You can get the FetchXML either through FetchXML Builder (in XRMToolBox) or from the Advanced Query from within D365.

 

Then, use the CDS (Current) connector (which means you'll need to work inside a solution) and do a List Records on the User entity (I think) and dump the XML in the field "Fetch XM Query".

 

Hopefully, that gets you closer.  Keep us posted.

-Ed

 

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2 REPLIES 2
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Super User II
Super User II

Re: Send Email to Dynamics 365 Team Members

@SeanHenderson 

Hi there.  So I had an idea, and confirmed with some smart people that it will work, but I haven't had a chance to test it out yet.

 

Basically, we can use FetchXML to grab the records you want.

You can get the FetchXML either through FetchXML Builder (in XRMToolBox) or from the Advanced Query from within D365.

 

Then, use the CDS (Current) connector (which means you'll need to work inside a solution) and do a List Records on the User entity (I think) and dump the XML in the field "Fetch XM Query".

 

Hopefully, that gets you closer.  Keep us posted.

-Ed

 

If you liked this reply, please give it a thumbs up! If this reply has answered your question or resolved your challenge, please consider marking it as a Solution. This helps other users find it more easily via search.

View solution in original post

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Re: Send Email to Dynamics 365 Team Members

FYI that does work, here is the FetchXML

https://gist.github.com/davidyack/5233af4c26a43d174689effcc5ad843c 

and it should look something like the following with the Team ID dynamicallly set

 

teamflow.png

 

 

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