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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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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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thanks for help me,but i need to share activity (when type of activity "appointment " ) created in the lead,thanks.
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
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thank you abed,but can you share with me links to solve it ?
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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