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Microsoft Dynamics CRM (Archived)

Workflow- Opportunity Close Notification

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Posted on by Molly Spaeder 755

I created a workflow that will send an email to a manager when an opportunity has been closed. The email will include various information about the opportunity (see below) but I would also really like it to include the information from the "Opportunity Close" entity in the "Description" field, so that the manager can see why the opportunity was won/lost. Can anyone walk me through how to do this? Or does anyone have any insight as to whether this can be done?

Notice: Opportunity Closed

The following opportunity has been closed with a status of {Status(Opportunity)}:

{Potential Customer(Opportunity)},{Topic(Opportunity)}, {Owner(Opportunity)}

{Est. Revenue(Opportunity)}

{MPG of Interest 1(Opportunity);MPG of Interest 2(Opportunity);MPG of Interest 3(Opportunity)}

If you have received this email in error, please contact your system administrator.

 

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  • Suggested answer
    GL-23071537-0 Profile Picture
    GL-23071537-0 on at
    Re: Workflow- Opportunity Close Notification

    Hi Gus,

    I think she would like to access the Opportunity Close information, which I don't think is accessible via workflow.   Do you know of a way to do this?

    Molly,

    You might consider doing a dialog to close the Opportunity if you want to capture this on the Opportunity record.

  • Molly Spaeder Profile Picture
    Molly Spaeder 755 on at
    Re: Workflow- Opportunity Close Notification

    Hi Gus,

    I already crated the workflow, but my question is, can I add a section in the email that the workflow will send out that will include the "description field" from the "Opportunity Close" entity?  

    For example in the email above, I was able to have the system auto populate all of the corresponding fields in yellow in the email, but I am trying to find a way to have it populate the description field from the Opportunity close entity in the email as well.

    Any advice would be greatly appreciated.

  • Suggested answer
    Gus Gonzalez Profile Picture
    Gus Gonzalez 27,113 on at
    Re: Workflow- Opportunity Close Notification

    Molly,

    You can create a workflow that does this, the workflow would fire on the opportunity entity on Status Change...the first step of the workflow is to check the status is not open, then after that send the email out.

    Does that make sense?

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