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    Hi,
    I am trying to setup email alerts for any newly created / or changes to Leads
    and Opportunities to the assigned to user, where can test outgoing emails and
    where do I setup the options
    Tuesday, July 30, 2013 2:27 PM

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    You can setup this type of alert on Leads and Opportunities through a workflow. As far as setting up the email you would need an email router configured in order for CRM to send the outgoing emails. The workflow can be configured to send to the owner of the record or any other user field on the record based on your business need.

    • Proposed as answer by Naveen kumar J Wednesday, July 31, 2013 3:51 AM
    Tuesday, July 30, 2013 6:31 PM
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    You can setup this type of alert on Leads and Opportunities through a workflow. As far as setting up the email you would need an email router configured in order for CRM to send the outgoing emails. The workflow can be configured to send to the owner of the record or any other user field on the record based on your business need.

    You can also use CRM Outlook Client, which allows to send emails without configuring the email router. When you get your alerts working, then change to use email router.
    • Proposed as answer by crm-user-crm Wednesday, July 31, 2013 5:10 AM
    Wednesday, July 31, 2013 5:10 AM
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    Hi,

    You have two option for email integration email router and outlook client, you can check this

    Our Website | Our Blog | Follow US | My Facebook Page | Microsoft Dynamics CRM 2011 Application Design
    Make sure to "Vote as Helpful" and "Mark As Answer",if you get answer of your question.

    Wednesday, July 31, 2013 5:48 AM
    Moderator