send email using workflow

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  Hi kartik,

  Can use "Send E-mail" step.

  

   

  And check "Options for Automatic Processes" on "Start when : Record is created". 

  

  Regards,

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  Philippe

  Blog : Dynamics CRM pour les francophones/for French speakers

  Please remember to click "Vote as Helpful" and “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.

  • Proposed as answer by nrodri Tuesday, January 10, 2012 12:38 PM
  • Marked as answer by kartik ghodasara Tuesday, February 7, 2012 12:26 PM

  Tuesday, January 10, 2012 12:37 PM
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  Hi Kartik,

  It is possible through out of box CRM workflow steps with out doing any custom development (coding). It is better if you read some books or SDK or blogs to get more idea about Workflows. It won't be possible here to explain all the steps. In CRM 2011, it is called Process, to work email you need to configure email settings as well.

  Please refer following links and try to get the books.

  http://www.dynamicscrmtrickbag.com/2010/09/27/crm-2011-session-1-workflow-demo/

  http://channel9.msdn.com/Blogs/girishr/CRM-2011-Workflows-and-Process-Center-with-Steve-Kaplan

  http://www.youtube.com/watch?v=PMeIYveq2Cw

  book: Microsoft Dynamics CRM 2011 Unleashed

   

  Choose Process, then New, the fill the details as per follows and change the required entity you want.

   

  
  

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  Thomas T(MCBMSS) If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".

  • Proposed as answer by Thomas Thankachan Tuesday, January 10, 2012 12:53 PM

  Tuesday, January 10, 2012 12:53 PM