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Customer Service forum

Alert or other tools to inform me

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Posted on by

Hello,

I´m looking for a settings for some Assets that I need to monitor.

I want to be informed when a case, a work order and a PO is opened for some accounts.

I want to be informed by e-mail for it.

Do we have this tools or setting ?

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  • Suggested answer
    Guido Preite Profile Picture
    54,086 Moderator on at

    you can create a workflow that send you an email when one of your conditions is met.

  • Community Member Profile Picture
    on at

    I don´t have experience to create a workflow like this. Do you have a quick guidance for it?

  • Suggested answer
    Guido Preite Profile Picture
    54,086 Moderator on at

    check this

    crmbook.powerobjects.com/.../workflows

    or chapter 10 of this book

    www.crmanswers.net/.../dynamics-crm-2011-cookbook.html

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