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Suggested Answer
fedo29 asked a question on 20 Mar 2015 10:23 AM

Hi all,

i'm a beginner with crm 2013. I want to ask some help to create a process that will send an automatic email to a new contact with some greeting text when i add him/her on my crm. Is it a native feature or i need some develop? thanks for any help

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Suggested Answer
Bryn Miller responded on 20 Mar 2015 10:27 AM

Hi Fedo,

This can be an OTB feature via workflow

This article should help you

www.powerobjects.com/.../sending-emails-via-on-demand-workflows-in-dynamics-crm

Hope this helps

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fedo29 responded on 20 Mar 2015 10:58 AM

yes thanks Bryn. This help a bit but i cant set the "to" field in the email form because I don't know how to set an email field if that email isn't created yet. Anyway i'm diggin in web but any further help is of course appreciate!!

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Madu responded on 20 Mar 2015 11:23 AM

put a if condition before create email, if email address contains data

then system create email only email address is available

Pathini Fernando

Software Engineer

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Suggested Answer
Bryn Miller responded on 20 Mar 2015 10:27 AM

Hi Fedo,

This can be an OTB feature via workflow

This article should help you

www.powerobjects.com/.../sending-emails-via-on-demand-workflows-in-dynamics-crm

Hope this helps

Reply