I would like to send email via workflow(process) in CRM 2011 online with the requirement below.
I would explain with the simple example.
1. Run once a month automatically.
2. Retrieve the contact list that the month of DateOfBirth is the same as running month.(just example)
3. Send email to manager with the list of contact name in the body of email or attached file.
I can build occurring workflow but I have no idea if I can send email with these list via workflow.
Please help me out.
thanks