Sending notification to the users RRS feed

  • Question

  • Hi All,

    I am new to CRM . I want to know how can I send the notification to the users when the record is saved. This can be done with simple work flow. If so how can I check whether notification is sent ?

    Thursday, July 3, 2014 11:25 AM

All replies

  • Hi,

    You can have a Workflow registered on create/update the concerned entity. Using Workflows you can send Emails using Workflows for notification purposes. To check if a Workflow was successfully triggered (and the Email Sent), you can either check the Email record from Activities against the Record, or you can go to System Jobs under Settings and find that instance of the Workflow. Make sure while designing the workflow you do not have "remove completed workflows" checked, else the completed instances will be removed.

    Admin QuikView Solution for CRM 2013

    • Proposed as answer by MandarJoshi4 Thursday, July 3, 2014 1:54 PM
    Thursday, July 3, 2014 11:36 AM