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Workflow E-mail Best Practice - Check for E-mail Address & Allow E-mails

Issue

Workflows that include sending an e-mail will get stuck in Waiting because the recipient either does not have an e-mail address or they have Do no allow E-mails set to Do Not Allow. This can potential cause system performance issues as the number of waiting e-mails grows with each failed attempt.

Resolution

To prevent this from happening, you simply need to add a Check Condition to your workflows prior to the Send E-mail step. This check condition will look at the contact or account that the system will be sending the e-mail and check to make sure these two conditions are met.

email_check.PNG

As you can see, if the contact (or account) meets the conditions, the e-mail is sent. If not, the workflow is canceled. This ensures that the system job (workflow) is set to a completed state and is no longer consuming resources. 

Below are the details for the Check Condition referenced in the workflow.

email_check_details.PNG


For more examples of best practices, please read the Workflow Authoring Best Practices blog post from the Microsoft Dynamics CRM team. 

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