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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Using OnChange event t...
Microsoft Dynamics CRM (Archived)

Using OnChange event to send a notification email when attribute is changed?

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Posted on by LUKEYP 280

Morning All,

I'm currently looking at adpating the leads section for use with our organisation.

We use CRM as a communication tool rather than a sales tool, so we have to be sure of contact data that gets submitted. All new entries are validated manually to ensure such things as email address, address, job title are present and correct. 

I've set the leads section up so that users fill in their own details and once all required information has been entered they change the Status Reason field from 'Incomplete' to 'Complete'. They then manually send myself an email to validate these entries,

What I'm looking for is for a piece of coding that will automatically send an email to myself when a user changes the Status Reason field from 'Incomplete' to 'Complete'. The email would need to contact recognisable data from the Lead to help me Identify it (preferably in the subject line).

Is this possible? If so how can I do it?

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  • Saurabh Profile Picture
    Saurabh 540 on at

    Hi

    You can do the above based on a worklfow.

    Create a worklfow that triggers on "Record Attributes "change.Meaning whenevr the status Reson chnages the workflow triggers.Add a check condition that the status reason equals to "complete".

    Inside the workflow add a step of create email.

    In the email set all the fields that you want to see when the email comes in your inbox.

    Try it out,should work.

    Cheers,

    Saurabh

     

     

     

  • LUKEYP Profile Picture
    LUKEYP 280 on at

    Thanks! It works like a charm!

    Having a little bit of trouble formatting the email message that comes through. Ideally I'd like to have a table that contains the data from the Lead.

    Would like something like this...

    Title: {Salutation(Lead)}   Company Name: {Company Name(Lead)}
    First Name: {First Name(Lead)}   Street 1:            {Address 2: Street 1(Lead)}
    Surname: {Last Name(Lead)}   Street 2:             {Address 2: Street 2(Lead)}
    Job Title: {Job Title(Lead)}   Street 3:            {Address 2: Street 3(Lead)}
    Email Address: {E-mail(Lead)}   County: {Address 1: County(Lead)}
    Website: {Web Site(Lead)}   Postcode: {Address 2: ZIP/Postal Code(Lead)}
    Source: {Source(Lead)}   Phone:                 {Business Phone(Lead)}
          Business Type: {Business Type(Lead)}

  • BALI BASIREDDY Profile Picture
    BALI BASIREDDY 190 on at

    For the lead entity, create a workflow.

    1. Workflow Name : yourchoice
    2. Entity : Lead
    3. Type : Select new Blank workflow
    4. Click OK

    1. Start When : Record When attrbite changes
    2. Click on select and choose Status  ( I assume that this is the field that gets changed when the user chnages from incomplete to complete. If not choose the appropriate.)
    3. Available to run : Select On- Demand
    4. Go to add step : select add condition,  then choose the condition
    5. Select the row inside the condition and add step send email activity.
    6. If you do not have a email template already, choose Create new message
    7. In this screen, use the form assistant to populate the fields into the message.Place the cursor on the subject line and choose the fields required in the subject.

    In the form assistant, select the entity Lead in the look for drop down.  The drop down below will list all the attributes for that entity. select the attribute and click add. Then click OK. It will place that attribute value at the location where cursor is placed.

    Thanks
    Bali

      
     


     

     


     

     

     

  • Saurabh Profile Picture
    Saurabh 540 on at

    Create a template first and then when you "send email from workflow select "UseTemplate" and then update properties.

     

    Cheers

    Saurabh

  • LUKEYP Profile Picture
    LUKEYP 280 on at

    Thanks for all your help...

    I have another problem unrelated to this, if you would be so kind to take a look.

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