How to Create Workflow for sending alert to RM as Email.

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  Hi,

  If you using crm 2011 goto settings-->process-->create new select the entity and select workflow.

  • Click add step.
  • Select Send EMail
  • Select create new email
  • Enter the from and to email receipts (you can set it dynamically also)
  • Save and Activate.

  If using crm 4.0 goto settings-->workflows-->select the entity

  • Click add step.
  • Select Send EMail
  • Select create new email
  • Enter the from and to email receipts (you can set it dynamically also)
  • Save and Activate.

   

   

   

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  Thanks & Regards, MS CRM Consultant, V.Surya.

  • Proposed as answer by SuryaMSCRMEditor Thursday, February 2, 2012 7:38 AM

  Thursday, February 2, 2012 7:38 AM

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