How to send automatic emails in cRM 2011

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  You can do that using CRM workflow.

  You can send email on different events

  like create, update, state change and assign etc.

  I hope this helps.

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  If you find this post helpful then please "Vote as Helpful" and "Mark As Answer". Amreek Singh Senior CRM Consultant CDC Praxa Sydney, Australia http://mscrmshop.blogspot.com http://crm2011usersettings.codeplex.com

  • Proposed as answer by Amreek Singh Saturday, July 21, 2012 1:15 PM
  • Marked as answer by Subbarao V. Bollapalli Tuesday, July 24, 2012 4:18 AM

  Saturday, July 21, 2012 1:15 PM
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  Thank you.

  How can I trigger an email while sharing a  lead/ opportunity.

  is it possible to send this email to the Manager of the owner of the lead?

  Tuesday, July 24, 2012 4:19 AM
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  Hi Subbarao,

  Please follow this link, a nice code available for sending email on records sharing.

  http://worldofdynamics.blogspot.in/2011/05/scenario-on-record-sharing-sending.html

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  AK

  Tuesday, July 24, 2012 6:49 AM
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  Hi Arbind

  thanks it worked very well.

  I am also looking at  marking copy to the manager of the  lead owner and I am unable to figure out the fiield that need to be selected

  any clue on this?

  regards

  subbarao

  Wednesday, July 25, 2012 6:41 AM
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  Hi friends

  any  one can help on this query?

  Thursday, July 26, 2012 6:47 AM
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  select the manager from the drop down after selecting user entity as shown in the screen shot

  https://skydrive.live.com/redir?resid=3B7A5E0D9E37A0C8!142

  I hope this helps.

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  If you find this post helpful then please "Vote as Helpful" and "Mark As Answer". Amreek Singh Senior CRM Consultant CDC Praxa Sydney, Australia http://mscrmshop.blogspot.com http://crm2011usersettings.codeplex.com

  • Proposed as answer by Amreek Singh Thursday, July 26, 2012 12:56 PM

  Thursday, July 26, 2012 12:55 PM
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  Hi

  thanks for your reply.

  How do we select the user whom the lead / opportunity is shared with?

  Thursday, July 26, 2012 4:12 PM