This has been developed by Jason Lattimer – you can find more information on his GitHub page https://github.com/jlattimer/CRM-Email-Workflow-Utilities and from there you will be able to see a link to download it.

Jason also has a blog that you can find https://jlattimer.blogspot.com/2018/03/updated-crm-workflow-utilities.html

In summary his solution will provide Custom workflow actions that deal with emails in Dynamics CRM 2015, 2016, & D365/CE (v7.0+) (although more items may have been added after writing this)

  • Email Business Unit
  • CC Business Unit
  • Email Security Role
  • CC Security Role
  • Email Team
  • CC Team
  • Email Queue Members
  • CC Queue Members
  • Email Connection
  • CC Connection
  • Delete Email Attachments
  • Delete Email Attachments By Name
  • Send Draft Email
  • Check Email Attachments Present & Count
  • Create Template

To go back to my ‘index of workflow tools’ have a look at my blog which can be found here