locked
Problem with automated email... RRS feed

  • Question

  • I have a workflow that is set to send an email when a particular field is changed to "Yes". I tested it with the "To" address being mine, went into a record, changed the specified field, and I received no email. So I went into the "System Jobs" and it shows it as successful. If I log into the client via web browser, I get the following:

    Any idea what might be going wrong? Does CRM send mail via SMTP?


    • Edited by nasyrax Tuesday, May 13, 2014 8:22 PM
    Tuesday, May 13, 2014 8:04 PM

All replies

  • OK, I changed some settings and now it tells me 

    "The selected {0} does not have sufficient privileges to be assigned records of this type."

    Tuesday, May 13, 2014 8:42 PM
  • This screen means the email has successfully created, but not sent yet.

    Please first check who is the email sender "FROM"

    Check what type of email process does he have, by outlook or email router?

    If using outlook, it means the sender should has CRM Outlook client installed and leave the outlook open for sending email

    If using Email router, check if you have installed the email router and working.

    Wilson

    Wednesday, May 14, 2014 2:05 AM
  • The "From" address is an internal address that uses Outlook. The address isn't actually used for anything but sending emails. I have switched it to my address to test it, and I'm running Outlook and have CRM installed. Is there a setting I'm missing?
    Wednesday, May 14, 2014 12:02 PM