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

  • Question

  • Hi

    Please suggest on

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

     

    Regards

    Benarji

    Thursday, February 2, 2012 6:34 AM

All replies

  • 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.

     

     

     


    Thanks & Regards, MS CRM Consultant, V.Surya.
    Thursday, February 2, 2012 7:38 AM
    Answerer