locked
Send email notification after create an article RRS feed

  • Question

  • Hi,

    Anyone can explain steps how to send email notification after creating an article ?

    I'm using CRM 2013. Thanks!


    Please remember to click “Mark as Answer” on the post that helps you, and to click “Unmark as Answer” if a marked post does not actually answer your question. This can be beneficial to other community members reading the thread. Krisna Ismayanto | My blogs: Krisna Ismayanto | Twitter: @ikrisna

    Thursday, July 24, 2014 8:51 AM

All replies

  • Hey,

    Do you know how to create a workflow in CRM ?

    You have to create a workflow based on the entity Article. Set "On reccord creation" and put the condition "Create an email".

    Choose the "From" and "To" by default or a dynamics value. 

    Save and activate your workflow.

    Dio you use the Outlook addin or server-side sync ?

    Regards,

    Ju_li3n


    Blog: crmandme.blogspot.com Twitter: https://twitter.com/Ju_li3n "Working hard for something we don't care is called STRESS. Working hard for something we love is called PASSION"

    Friday, August 1, 2014 2:54 PM