Sales Stage Email Notification Processes RRS feed

  • Question

  • Hi,

    My team and I had successfully set up a Process in CRM Dynamics 2012 that would send a contact an email when the sales stage was set to 'Quote Finalisation'.

    Since we have upgraded to Dynamics 2013 this process no longer works. 

    Has there been any changes to the way Processes work for Sales Stages?

    Or is there any other way we could set up email notifications when an opportunity is on a certain Sales Stage?

    Thanks in advance,


    Thursday, January 9, 2014 5:25 AM

All replies

  • try work flow opportunity on update field :Sales Stage 

    Opportunity SalesStage Sales Stage Picklist Select the sales stage of this opportunity to aid the sales team in their efforts to win this opportunity. False True None True True True False False False True True False False True False True

    , condition as required.

    create email

    Hope this helps. ----------------------------------------------------------------------- Santosh Bhagat If this post answers your question, please click "Mark As Answer" on the post and "Vote as Helpful"

    Thursday, January 9, 2014 10:26 AM
  • Thanks for your suggestion, however that is what we already have set up. It all seemed to work when we had 2012 but when we updated it stopped working for some reason.
    Thursday, January 9, 2014 11:53 PM