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Creating a workflow to email people with whom I have shared an opportunity RRS feed

  • Question

  • Hi guys
    Really simple question, can someone talk me through the steps to create a workflow so that when I share an opportunity with team members they get an email to say this opportunity is available to them

    I have figured out the simple mail the record owner etc, but not sure how to mail a 'number' of people when then are added to the team in Dynamics.

    I am using CRM 2013 online

    Thanks

    Kerry

    Sunday, February 23, 2014 4:49 PM

Answers

  • Hi,

    There is no Out of the box functionality for this - you'll need to use a custom workflow activity.

    Jason has one that will help  - https://crm2011internalemail.codeplex.com/ that allows you to send an email to an entire team rather than just one user.

    You will need to be able to identify the team that the record is being shared with - so having the record owned by the team would allow you to do that.

    If you are using adhoc sharing then you could create a plugin similar to http://parthimscrm.wordpress.com/2013/09/26/send-email-user-team-while-sharing-record-crm-2011/

    Hope this helps,

    Scott


    Scott Durow
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    • Proposed as answer by HIMBAPModerator Monday, February 24, 2014 6:33 AM
    • Marked as answer by kerryburn1 Monday, February 24, 2014 10:08 PM
    Sunday, February 23, 2014 8:44 PM
    Answerer