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    Is it possible to create a process that sends an email to a new user anytime one is added? I have a template setup, but can't seem to figure out how to set up the process.
    Wednesday, May 28, 2014 1:55 PM

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    Hi,

    You set the properties of the Send Email step as per your requirement, see below screen print for this.

    I have set email sent from User Created by, so who ever creates user email will be sent from that user

    I have set Email to as User, so newly created user will be receive this email. (make sure you populate primary email field in new user)

    Hope this helps...

    MayankP
    My Blog
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    • Marked as answer by nasyrax Wednesday, May 28, 2014 3:49 PM
    Wednesday, May 28, 2014 3:11 PM
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    I believe you can automate it using workflows. Open CRM - Settings - Processes - New. Enter process name, choose Workflow in Category and User in Entity. Click Ok. In newly opened window design workflow that will send en email.

    Dynamics CRM MVP/ Technical Evangelist at SlickData LLC
    My blog

    Wednesday, May 28, 2014 2:15 PM
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    That's what I started with, but can't figure out how to tell it to execute the email when a new user is added. I do Add Step>Check Condition but nothing seems to fit for new user.
    Wednesday, May 28, 2014 2:33 PM
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    your workflow should look something like as below,  on right hand side there is condition when this job will get fired.

    once you are happy make sure you activate this job and once it is activate it will get trigger every time new user gets created..

    MayankP
    My Blog
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    Wednesday, May 28, 2014 2:50 PM
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    So MayankP, how do I set it to email the newly added user? Would it be easier for me to just do the email myself since I will be the person adding users? Thanks!
    Wednesday, May 28, 2014 2:55 PM
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    Hi,

    You set the properties of the Send Email step as per your requirement, see below screen print for this.

    I have set email sent from User Created by, so who ever creates user email will be sent from that user

    I have set Email to as User, so newly created user will be receive this email. (make sure you populate primary email field in new user)

    Hope this helps...

    MayankP
    My Blog
    Follow Me on Twitter

    • Marked as answer by nasyrax Wednesday, May 28, 2014 3:49 PM
    Wednesday, May 28, 2014 3:11 PM
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    Without a doubt! Kind of a side question which may negate your answer though, lets say the user already exists in the business unit, but I am adding them to the CRM, basically they are being given access to the CRM, is it the same process?
    Wednesday, May 28, 2014 3:38 PM
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    when you say you are giving access, are you just assigning them security role(s) to this user? if this the case it will not trigger or fire above workflow (or system job) since condition is it only fires when new user created in system.

    for this scenario you can manually run this workflow or job, so for this tick option on workflow screen which says "as an on demand process" and activate the workflow.

    So once you give security role to existing user you can click on run workflow button on user form (or screen) and run this job manually, it will send out relevant email again.

    MayankP
    My Blog
    Follow Me on Twitter

    Wednesday, May 28, 2014 3:47 PM
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    Yes, this would be the scenario, but I will definitely use the first one you suggested in the future! Many thanks!
    Wednesday, May 28, 2014 3:49 PM