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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archive) / Button on click send e...
Microsoft Dynamics CRM (Archive)
Answered

Button on click send email on form level

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Posted on by Beginner Developer 55

HI Everyone,

I need to send email to lead on click of button on lead form so can any one help me how to achieve this .

Categories:
Development / Customization / SDK
  • Verified answer
    Beginner Developer Profile Picture
    Beginner Developer 55 on at
    RE: Button on click send email on form level

    Thank you all for the response really it was very useful!

  • Beginner Developer Profile Picture
    Beginner Developer 55 on at
    RE: Button on click send email on form level

    Just email address and actually i have completed by using  html and JS

  • Beginner Developer Profile Picture
    Beginner Developer 55 on at
    RE: Button on click send email on form level

    section

  • Suggested answer
    Amit Katariya007 Profile Picture
    Amit Katariya007 5,769 Moderator on at
    RE: Button on click send email on form level

    That is correct but where do you add on the form? Like in an Tab or a section ?

  • Beginner Developer Profile Picture
    Beginner Developer 55 on at
    RE: Button on click send email on form level

    I need email button on lead form on click of that send email to lead .

  • Suggested answer
    Amit Katariya007 Profile Picture
    Amit Katariya007 5,769 Moderator on at
    RE: Button on click send email on form level

    Okay so where you want to add this button ? can you share some more information with screenshots ?

  • Beginner Developer Profile Picture
    Beginner Developer 55 on at
    RE: Button on click send email on form level

    Thank you For response Amit, but  i need to use html button

  • Suggested answer
    Amit Katariya007 Profile Picture
    Amit Katariya007 5,769 Moderator on at
    RE: Button on click send email on form level

    You can call the workflow from the custom button.

    Just add a New button on the ribbon and call the workflow, when clicked on the button.

    www.cloudfronts.com/.../

    Also you can run the Power Automate flow as well as workflow as on demand that means this flow or workflow will be visible to the users and when they will click on it, it will run.

    www.c5insight.com/.../easily-run-dynamics-365-crm-on-demand-workflows-in-power-automate.aspx

    Thank you,

    Amit katariya

  • Beginner Developer Profile Picture
    Beginner Developer 55 on at
    RE: Button on click send email on form level

    this worked but i need html button

  • Beginner Developer Profile Picture
    Beginner Developer 55 on at
    RE: Button on click send email on form level

    Hi Amit,

    I have both on lead form

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