OK, so you probably know that through the use of campaigns or workflows you can generate and send emails to multiple recipients using email templates or the like.

But if you want to edit the generated emails or at least sanity check them before sending you will need to create them as draft and then send them manually.

This is fine but if you end up with 100 generated emails you might want to check 3 or 4 and if they're OK send the lot.  Sounds reasonable but on trying to do just that, I found that you are limited in the CRM to sending them one at a time.

After checking that I wasn't missing something by posting on the CRM forumn I had my suspicions confirmed by Andriy a33ik Butenko (check the blog, its good)

There is no built in functionality for sending a list of selected email activities.  Andriy suggested either Javascript executed from a button on the ribbon, or a custom workflow.  I prefered the custom workflow approach but due to the incompatibility with CRM Online I would need to use a workaround.

This is what I did and it works a treat...

Read the rest of this post »