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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Lead.Lead is not found...
Microsoft Dynamics CRM (Archived)

Lead.Lead is not found in To field for workflow on lead creation

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Posted on by Community Member

I am creating a workflow on lead to send Email to Lead.Email when lead field is changed  but when clicking on To Field only customer entity is listed below the looking for drown list. can anyone tell me what i am missing. these are steps:

8883.WF.png

7851.WF1.png

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  • Community Member Profile Picture
    Community Member on at
    RE: Lead.Lead is not found in To field for workflow on lead creation

    Hi Alen,

    You can check out Tenfold, it's a great phone to CRM integration and has all of the features you need and more (click to dial, call pop up, creating new lead and follow up task from pop up, handling multiple matches, etc.). It supports several phone systems and CRMs like MS Dynamics. Here's a list of their integrations: www.tenfold.com/.../dynamics

  • Suggested answer
    PS Profile Picture
    PS 23,577 on at
    RE: Lead.Lead is not found in To field for workflow on lead creation

    You are doing it right but there's a bug

    Please vote up here

    crmideas.dynamics.com/.../ID0000600

    Please don't click on down arrow while voting

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