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Found 322363 threads
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1 VotesCreate an email activity with a custom workflow
so Now I need to attach the email activity created to the lead that has triggered the workflow in order to keep track of the email sent and ...Answered | 8 Replies | 6191 Views | Created by NicolaSpin - Wednesday, September 23, 2009 2:21 PM | Last reply by NicolaSpin - Wednesday, September 23, 2009 3:49 PM
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1 Votes
Converting Email activity to case using workflow in MS CRM 2011
Case and Customer(Account) or Contact except {Regarding(E-mail)} it should be like {Customer(Case)}Answered | 4 Replies | 4013 Views | Created by Shetty KP - Thursday, April 18, 2013 3:51 PM | Last reply by Puja Shukla 1 - Friday, June 26, 2015 6:55 AM -
3 Votes
Workflow that sends email with Case Annotations or Case Notes
However, the best option is to generally add an activity to the Case.Answered | 17 Replies | 12012 Views | Created by watdawg - Thursday, October 15, 2009 5:04 AM | Last reply by Donna Edwards - Thursday, June 24, 2010 11:19 PM -
0 Votes
CRM 2011 Workflow Issue - E-mail activity to case
Hi, I'd suggest you either create a plugin or custom workflow activity that performs a lookup on the contact entity using the email ...Answered | 1 Replies | 3229 Views | Created by topched - Thursday, July 12, 2012 4:35 PM | Last reply by Rob Boyers - Thursday, July 12, 2012 8:18 PM -
0 Votes
How to create an Email activity using custom workflow
Depending on the template requirements, you may be able to do this with workflow without too many problems.Answered | 2 Replies | 5980 Views | Created by Nicola Iconics - Wednesday, May 27, 2009 10:58 PM | Last reply by Leon Tribe - Sunday, May 31, 2009 9:40 PM -
1 Votes
Send email using Custom workflow activity
Hi, Instead of developing a custom workflow actvity, you can create 4 workflow as mentioned below.Answered | 4 Replies | 5719 Views | Created by vinnu_1981 - Monday, August 8, 2011 9:33 AM | Last reply by vinnu_1981 - Wednesday, August 10, 2011 1:05 AM -
1 Votes
Include case resolution description in workflow email
I created an example of how to accomplish this and posted it on my blog.Answered | 3 Replies | 3564 Views | Created by STHook - Wednesday, May 23, 2012 11:23 AM | Last reply by JLattimer - Tuesday, May 29, 2012 6:32 PM -
10 Votes
Linking Workflow email to custom entity
By using the above email functionality, you can develop a Custom Workflow Activity to send email to ...Answered | 12 Replies | 4916 Views | Created by DanK79430 - Monday, June 6, 2011 1:12 PM | Last reply by Gonzalo Ruiz R - Monday, June 6, 2011 4:44 PM -
1 Votes
Email Notification workflow on case status change
Would this approach work for you: - run workflow on change of status - Wait 5 days - Check if Case now ...Answered | 6 Replies | 5516 Views | Created by DynCRM - Monday, October 22, 2012 10:39 AM | Last reply by Adam Vero - Wednesday, November 28, 2012 2:06 PM -
1 Votes
workflow for case pm email to dos?
All of the current works, activities, emails and new items should go to the person's queue.Answered | 1 Replies | 992 Views | Created by dotnetteramg123 - Tuesday, July 16, 2013 5:56 PM | Last reply by Payman Biukaghazadeh - Wednesday, July 17, 2013 4:21 AM -
0 Votes
Workflow to email when no service activity against a case for X days
You should be able to increment that date by using the dynamic value feature.Answered | 2 Replies | 5290 Views | Created by Marcus Robinson (Technical Evangelist, Microsoft) - Wednesday, August 11, 2010 9:42 AM | Last reply by Donna Edwards - Thursday, August 12, 2010 5:02 PM -
0 Votes
Dynamics 2011 - Email containing activities and tasks for a case
the Case/Incident"); body += "Activity: " + activity["subject"].ToString() + Environment.NewLine; body += ...Answered | 4 Replies | 4331 Views | Created by Surrealis - Thursday, June 30, 2011 5:16 PM | Last reply by Surrealis - Sunday, July 10, 2011 3:25 PM -
0 Votes
Use Workflow to close child cases
You'll need to write custom code to achieve this.Answered | 1 Replies | 2941 Views | Created by ICW - Tuesday, January 24, 2012 3:52 PM | Last reply by DavidJennaway - Tuesday, January 24, 2012 7:47 PM -
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Workflow to generate email alert to Owner if Case not modified after x days
This is one way that should work using workflow (at least in theory).Answered | 4 Replies | 5957 Views | Created by adyscaife - Friday, November 20, 2009 2:25 PM | Last reply by Leon Tribe - Monday, November 23, 2009 11:37 PM -
0 Votes
convert incoming email to case
Regards, Kr In this case, as I mentioned previously, you can create custom ...Answered | 6 Replies | 6822 Views | Created by crmkr - Monday, August 23, 2010 8:43 AM | Last reply by Courtenay Farquharson - Friday, March 17, 2017 12:29 PM -
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the custom workflow fails because of {Case Number(Regarding(Case))}
now using {Customer(Regarding(Case))} instead of {Full Name(Regarding(Contact))}, it works.Answered | 7 Replies | 6154 Views | Created by alanzhouoad - Tuesday, September 15, 2009 5:12 AM | Last reply by VarunKumar17 - Thursday, September 17, 2009 12:39 PM -
0 Votes
Send Email using Workflow
Hi Hussain, You can very well use the OOB Workflow manager to use the above functionality.Answered | 2 Replies | 5062 Views | Created by Hussain Saffar - Wednesday, December 2, 2009 10:02 AM | Last reply by Geoffrey Joe - Thursday, December 3, 2009 7:17 AM -
0 Votes
Custom Workflow Activity
Answered | 3 Replies | 1552 Views | Created by Anju S Chandran - Tuesday, January 23, 2018 5:13 PM | Last reply by Dave Patrick - Wednesday, January 24, 2018 1:16 PM -
0 Votes
CRM 2011 online - workflow to send an email on creation of email activity
Then you could still use the "Regarding (Account/Contact)" in the workflow email setup.Answered | 4 Replies | 3526 Views | Created by Ankit Himmatlal Shah - Monday, June 4, 2012 12:05 PM | Last reply by JLattimer - Monday, June 4, 2012 2:11 PM -
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CRM4: workflow activity: using nvarchar fields as email TO: CC: and BCC:
I have a Custom Form with a NVARCHAR (Email Type) field.Answered | 8 Replies | 8139 Views | Created by darrmerc - Thursday, October 7, 2010 2:39 PM | Last reply by Cory Knysh - Tuesday, June 21, 2011 4:28 PM - Items 1 to 20 of 322363 Next ›
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