Sending email with an entity record description from Notes then this solution is going to help you to implement this requirement. Let’s consider a business scenario where we have implemented a customer approval process and as soon as the customer approves we need to send him notification with the description in notes.

We can’t access description from Notes in an OOB workflow so we need to write a custom workflow where we need to get an entity record description from an annotation entity.

So mainly we need to use the following procedure to implement our requirements:

• Develop a custom workflow assembly to get an attachment.
• Create a workflow and use a custom workflow assembly step to send the email.

The Process is described below:

This solution works for Opportunity entity. On creation of Notes in opportunity an email will  be created and sends an email to the opportunity account or contact.

On creation of Note an Email activity will create as From will be the CRM logged in user and the To will be the opportunity contact.

And setting the Email regarding as Opportunity and body of the Email will be Notes description.

Installation Procedure:

To install this solution please follow below steps:

Prerequisite: Email router configuration is necessary to send an email.

step1: Save the CRM solution on your desk. Download here.

step 2: import the solution. Navigation is settings –> customizations –> solution –> import

step 3: click on Browse and select the solution from the downloaded path.

step 4: Click on the next until imports. Then close the form and refresh the page.

step 5: After importing the process test the solution as described above.