Question Status

Verified
Damon (nomad) asked a question on 1 Apr 2015 5:39 PM

Hello Everyone:

I want to create a workflow that will

1. Assign a Lead to a user    (did this part)

2. Send a email to the new User  cannot figure this part out.

   for the send to i'm using User

Any help would be great

Thanks

_damon

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Verified Answer
mscrmba responded on 1 Apr 2015 6:01 PM

What you've done looks pretty close - but you want the workflow to actually do is send the email not just create an email record.

If your CRM email is set up properly this should work.

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Damon (nomad) responded on 1 Apr 2015 6:22 PM

Not sure why this is not working!

I got this error code:

Delete the alert.

According to my Active Mailbox my Incoming and outgoing emails are success

Email cannot be sent because an error occurred while creating the email on the email server. To view the email that failed, see the list of alerts in the mailbox record Krutil.

I went there and I don't see info, how do I find out what is going on.

Thanks for your help mscrmba

Thanks

_damon

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mscrmba responded on 1 Apr 2015 6:28 PM

At least it's now trying to send it.  That's something.

Now - can users send an email on behalf of another user?  If they don't have this security permission and the person won't let them send on their behalf AND they are trying to send an email for a Lead they do not own they're going to have problems.

Simplest  solution is to make the email come from the current user.

Or you can have the workflow run as the owner of the workflow (and give that person the right to send emails on behalf of everyone).

Or there are other options...

Suggest you try changing to send the email From the current user and see if that works.  If so, we know that's the problem and we can look at the best option to resolve it for you.

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Damon (nomad) responded on 2 Apr 2015 9:34 AM

mscmba:

I have an admin role so I did the send email to myself.

Not sure what to do. I know that CRM is sending emails out because I did the test and Enable Mailbox and I got an email.

Thanks

_damon

Reply
Verified Answer
mscrmba responded on 1 Apr 2015 6:01 PM

What you've done looks pretty close - but you want the workflow to actually do is send the email not just create an email record.

If your CRM email is set up properly this should work.

Reply