Answered by:
CRM 2013 - Email

Question
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Hi
I'm creating a new entity called Issue
Within the main form when all required data is present I would like an email to be sent.
The email will be sent to the a member of staff and a customer
Can anyone point me in the right direction of how to get this done
Thanks, Shaun
S.Harrison
Tuesday, July 22, 2014 2:17 PM
Answers
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You can create a workflow that checks all necessary fields to be filled in. Once complete, you can generate an email with the required data. Look at creating workflows.
- Proposed as answer by Nico-TMVP Tuesday, July 22, 2014 2:30 PM
- Marked as answer by Shaun Harrison Tuesday, July 22, 2014 2:34 PM
Tuesday, July 22, 2014 2:23 PM -
Add a Send Email step to the workflow. Populate the Email properties as required.
- Marked as answer by Shaun Harrison Tuesday, July 22, 2014 2:41 PM
Tuesday, July 22, 2014 2:37 PM
All replies
-
You can create a workflow that checks all necessary fields to be filled in. Once complete, you can generate an email with the required data. Look at creating workflows.
- Proposed as answer by Nico-TMVP Tuesday, July 22, 2014 2:30 PM
- Marked as answer by Shaun Harrison Tuesday, July 22, 2014 2:34 PM
Tuesday, July 22, 2014 2:23 PM -
Hi Nico
Thanks for your reply
I've started creating a workflow which is assigned how I would like it to be, but where exactly do I state that I want a email to be sent?
Thanks, Shaun
S.Harrison
Tuesday, July 22, 2014 2:35 PM -
Add a Send Email step to the workflow. Populate the Email properties as required.
- Marked as answer by Shaun Harrison Tuesday, July 22, 2014 2:41 PM
Tuesday, July 22, 2014 2:37 PM