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Found 260722 threads
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0 VotesE-mail generated when record Service Activity or Case is assigned or closed
The Case closed is an easy one, because you can simply trigger the workflow to run when the statecode or Status field of the Case changes, check the status ...Answered | 6 Replies | 5697 Views | Created by Gregory N. Brooks - Monday, May 3, 2010 8:37 PM | Last reply by Gregory N. Brooks - Thursday, May 13, 2010 2:07 PM
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0 Votes
Update a closed E-mail Activity
JavaScript won't work when the record is closed, but as an alternative you might consider creating a workflow that changes the email status.Answered | 3 Replies | 2602 Views | Created by Allen Campbell - Thursday, June 7, 2012 2:41 PM | Last reply by Dimaz Pramudya (www.xrmbits.com) - Thursday, June 7, 2012 9:09 PM -
1 Votes
e-mail assignment with round robin
A Send e-mail workflow should not prevent your e-mail from getting into the queue unless there is another workflow interferring or a setting that is not correct.Answered | 6 Replies | 7181 Views | Created by Cosminc - Tuesday, March 9, 2010 1:41 PM | Last reply by Donna Edwards - Monday, March 15, 2010 2:26 PM -
0 Votes
Assign closed and canceled activity and case to another user
You can't reassign closed activities so this might be the problem.Answered | 2 Replies | 5210 Views | Created by ManishBhushan - Monday, April 5, 2010 1:27 PM | Last reply by Leon Tribe - Tuesday, May 4, 2010 6:15 AM -
0 Votes
How to Change the Owner of an e-mail generated by a workflow
The workflow now includes a step after the send e-mail step to assign the case to the current user.Answered | 7 Replies | 7616 Views | Created by DMcNeilWork - Saturday, May 15, 2010 1:33 AM | Last reply by Donna Edwards - Wednesday, May 26, 2010 6:50 PM -
1 Votes
e-mail sender as case customer
please check following blog for the same http://blogs.msdn.com/ukcrm/archive/2008/06/12/e-mail-to-case-using-workflow-update.aspxAnswered | 1 Replies | 5491 Views | Created by Cosminc - Thursday, March 18, 2010 4:22 PM | Last reply by Mayank Pujara - Thursday, March 18, 2010 4:56 PM -
1 Votes
E-mail workflow - case, routing and replying
Hi all, I am trying to figure out the best way to fulfil my users requirement when it comes to receiving e-mail.Answered | 4 Replies | 1875 Views | Created by Nicolai W Hjorth - Thursday, February 28, 2013 10:47 AM | Last reply by Nicolai W Hjorth - Thursday, February 28, 2013 7:21 PM -
0 Votes
Connect an Activity to an E-Mail
Then, when you want to link back to the email, go to the email record in CRM, go to Actions-Copy Shortcut and paste this into the new attribute.Answered | 6 Replies | 5598 Views | Created by boert03 - Wednesday, September 15, 2010 11:16 AM | Last reply by Leon Tribe - Thursday, September 16, 2010 12:57 PM -
0 Votes
sending e-mail to customers
When a case is created in MS CRM a Case number is automatically generated.Answered | 2 Replies | 6174 Views | Created by trubacikova - Tuesday, September 8, 2009 11:39 AM | Last reply by Tiaan van Niekerk - Wednesday, September 9, 2009 3:35 AM -
0 Votes
when the case has been resolved and closed in CRM, an e-mail message should be prompted to all the customers
Hi All, my problem is "when the case has been resolved and closed in CRM, an e-mail message should be prompted to all the customers ...Answered | 8 Replies | 7364 Views | Created by MSCRM Desire Support - Sunday, October 17, 2010 6:26 PM | Last reply by MSCRM Desire Support - Wednesday, October 20, 2010 6:49 PM -
0 Votes
CRM Dynamics 2011 - Automated e-mail sent to client when I open a case for him
I could now view the contacts when I select the account in a new case and just select one of those contacts in order to assign with the case.Answered | 6 Replies | 5360 Views | Created by moh10ly - Wednesday, December 12, 2012 2:16 PM | Last reply by moh10ly - Friday, December 14, 2012 1:00 PM -
2 Votes
assign and queue in case management
Hi pntr, Assigning cases and routing them to queues are different concepts even though both end up having the same kind of utility.Answered | 3 Replies | 2202 Views | Created by pntr - Tuesday, February 24, 2015 6:00 AM | Last reply by pntr - Tuesday, March 31, 2015 2:51 AM -
1 Votes
Track in CRM not connecting e-mails to e-mail address
Greetings Janne, When you tracked the first email did you check both the "Activities" list and the "Closed ...Answered | 8 Replies | 5567 Views | Created by Janne Nygård - Wednesday, September 14, 2011 1:10 PM | Last reply by Donna Edwards - Thursday, September 22, 2011 12:49 PM -
1 Votes
No mail send when closing opportunity
Hi, You might have had a workflow that was sending the email when the status of the opportunity record was changed.Answered | 1 Replies | 5910 Views | Created by CrmOptimizer - Monday, December 14, 2009 11:48 AM | Last reply by Hassan Hussain - Monday, December 14, 2009 11:56 AM -
0 Votes
Close an incident (case) that still has open activities.
Hi Sina, Try below solution on "Closing An Incident (Case) That Has Open Activities", might help.Answered | 5 Replies | 3107 Views | Created by captainsina - Tuesday, December 4, 2012 10:48 PM | Last reply by pogo69 - Thursday, December 6, 2012 1:16 AM -
3 Votes
Assign record
Hi, you can also write plugin on Assign, to send mail through plugin refer to write plugin on ...Answered | 10 Replies | 5900 Views | Created by Hussain Saffar - Sunday, April 11, 2010 1:17 PM | Last reply by HIMBAP - Friday, June 25, 2010 4:49 PM -
0 Votes
Email notification when taking a case
Hi, You'll want to remove the check for Record Created since you only want to send the e-mail when the Case is Assigned.Answered | 5 Replies | 6304 Views | Created by AaronSFS - Friday, March 12, 2010 3:23 PM | Last reply by Donna Edwards - Wednesday, March 17, 2010 2:05 PM -
0 Votes
Graphics and attached file in e-mail activity / quick campaigns e-mails
Hi, when using marketing list and quick campaign we can't add any attachment in it.Answered | 7 Replies | 9544 Views | Created by Jacob Mondrup - Friday, May 7, 2010 10:05 AM | Last reply by -Pingkan- - Sunday, June 13, 2010 6:39 AM -
1 Votes
Hyperlink in Workflow Generated E-Mail
Hi, Something has definitely changed with this as the 'Append With' operator had three values in the 'Look For' pick list named 'Create a URL to the web client', 'Get the GUID ...Answered | 9 Replies | 7812 Views | Created by NJC1 - Friday, March 4, 2011 10:29 AM | Last reply by Rob Boyers - Friday, April 15, 2011 4:47 PM -
0 Votes
Assign email to a case/incident
If it is a case of the email is going to 'activity' instead of 'history', create the activity but make sure you hit the 'Save As Completed' button.Answered | 3 Replies | 5933 Views | Created by boris37 - Friday, January 22, 2010 6:08 PM | Last reply by boris37 - Friday, January 22, 2010 7:10 PM - Items 1 to 20 of 260722 Next ›
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