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How to send mail to RM ,through workflow RRS feed

  • Question

  • Hi,

    Please suggest regarding

    like for ex: i have checkbox , if checked= i need to send alert to RM.

    How to send mail to RM ,through workflow

    Wednesday, February 1, 2012 12:43 PM

Answers

  • 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.

     


    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
  • 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

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.

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

     


    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
  • Hi

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

    Please explain

    Thursday, February 2, 2012 7:55 AM
  • 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
  • Thanks Surya.

     

    Thursday, February 2, 2012 8:34 AM
  • 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