How to send mail to RM ,through workflow

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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.

  In additional check the checkbox field is selected if selected trigger email else dont trigger.

   

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

  • Marked as answer by Sandra.CRM Thursday, February 2, 2012 8:34 AM

  Thursday, February 2, 2012 7:46 AM

  Answerer
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  Hi

  Excuse me for this question, but I am confused with term RM

  Please explain

  Thursday, February 2, 2012 7:55 AM
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  RM Means one user.

  means sending an alert to one User.

  • Marked as answer by Sandra.CRM Thursday, February 2, 2012 8:34 AM

  Thursday, February 2, 2012 8:32 AM
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  Thanks Surya.

   

  Thursday, February 2, 2012 8:34 AM
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  Hi Surya,

  Thnks for ur help .

  I have one DOubt like :

  for ex: i have one  Amount ___ textbox , this amount i want to compare with some Fixed amount which the Amount we are entering should not exceed.

  BUt this FixedAmount____ should not be visible for all users ,Only RM nedd to be enter.

  Once the that amount was compared , If (Exceeds the Fixed amount) then Send an Alert message to RM as This Amount has Exceeded.

   

  Please Suggest how to do this sample.

   

  Regards

  BEnarji

  Monday, February 6, 2012 6:41 AM