I've followed the steps mentioned in this post : http://social.microsoft.com/Forums/en-US/3de4b605-1a7a-4592-a200-7bab5b6e1d2f/crm-40-workflow-on-custom-entity-to-send-email-on-due-date-column
To add a DueDate field to the Leads and send an email to the owner in the DueDate
But when the due date occurs nothing happens.
I have :
1st STEP : Worklflow -> Timeout -> Equal -> Lead:Due Date
In the Form Assistant , I have 0months, 0days, 0hours, 0minutes After Lead Due Date
-> Send Email
I created a new lead with the current Date in the Due Date
How may I check if that's a problem with the Workflow settings or with the email configuration?
No errors in the event viewer.
Is there another place to check for errors?
Could you describe the problem a little more -
Is the workflow running - has it gone into a waiting state.
If you open the workflow- does it show an error - is there a green tick next to the send email activity?
If the email has been created, is it still 'Pending Send' or is it 'Sent'?
K. MA and Scott are on the right track; first make sure that the Dynamics CRM Email Router is operational and properly configured for your organization. Within its administration utility, you'll be able to perform tests to check its operational status. Then, look for the created email records in CRM. The "System Job"s created from your Workflow will contain a contextual hyperlink to these records, at the step that creates them. Otherwise, you can use "Activities" or "Advanced Find". If they're in a "Pending Send" state, that means they're waiting for the Email Router to pick them up and send them out. If the Email Router cannot send them because of an error, it should be made visible to you upon opening the record. The Email Router also has its own set of log files, which can help you further. Otherwise, you may need to watch things from the targeted SMTP server and access its logs for diagnosis. Good luck!
First of all , thank you for your replies.
I'm going to check the CRM Email Router configuration.
When I go to the created Lead, Workflows tab, all steps in the workflow have the green successful tick but when I click in the email (in the send email step), it has a yellow message saying "The message delivery failed. It must be resubmitted for any further processing".
That error might occur if the Email Router is installed, but cannot send the email through your configured SMTP server. The CRM side of things can be very light on diagnostic information, but tracing is a good idea. If you can watch the connection from the SMTP server side, when you resend that email, you might turn up better information as to the cause of failure.