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Microsoft Dynamics CRM (Archived)

Share activities

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Posted on by 1,670

Hi,

after lead created,i create activity in this lead, i need to share this activity of lead to sales agent by email, how to do this ?

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  • Suggested answer
    Abed Haniyah Profile Picture
    Abed Haniyah 4,285 on at
  • Ammar Zaied Profile Picture
    Ammar Zaied 1,670 on at
    RE: Share activities

    thanks for help me,but i need to share activity (when type of activity "appointment " ) created in the lead,thanks.

  • Suggested answer
    Rajkumar Rajaraman Profile Picture
    Rajkumar Rajaraman 18,108 on at
    RE: Share activities

    Hi Ammar,

    Achieving this you can write plugin.

    Refer the following thread. It provides the detailed code.

    social.microsoft.com/.../to-send-email-to-shared-users-with-whom-the-lead-is-shared-in-ms-crm-2011

    Also take a look to the following link.

    stackoverflow.com/.../workflow-to-send-an-email-to-the-users-within-the-record-is-shared

    Hope this helps.

    Regards,

    R.Rajkumar

    "Please mark my answer as verified if you found it helpful"

  • Ammar Zaied Profile Picture
    Ammar Zaied 1,670 on at
    RE: Share activities

    thank you abed,but can you share with me links to solve it ?

  • Suggested answer
    Abed Haniyah Profile Picture
    Abed Haniyah 4,285 on at
    RE: Share activities

    Hi Ammar,

    You can create an on-demand workflow on Activity entity,and add to steps, one for assigning the record (activity )to sales agent and the second one for sending an email notification to the sales agent.

    Hope this helps,

    Regards,

    Abed.

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