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Microsoft Dynamics CRM (Archived)

Send Notes detail in Opportunity by Email

Posted on by Microsoft Employee

Hi, 

If it's possible to send notification email to sales manager when sales update the notes in their opportunity?

I would like to create a workflow , however , I can't find " Notes" field

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  • Shahbaaz Ansari Profile Picture
    Shahbaaz Ansari 6,203 on at
    RE: Send Notes detail in Opportunity by Email

    Happy to help

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Send Notes detail in Opportunity by Email

    Hi, Ansari, I found I miss a field ..it work now .. thank for your helping again

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Send Notes detail in Opportunity by Email

    It's work tks, however , How to include Notes detail in the email ?

  • Verified answer
    Shahbaaz Ansari Profile Picture
    Shahbaaz Ansari 6,203 on at
    RE: Send Notes detail in Opportunity by Email

    Hi hank,

    I tried it and luckily it worked, You need to create your workflow on Notes entity.

    After that in the first step, you need to check condition like below screenshot

    If(Regarding(Opportunity Topic contain data))

    then set email

    Email-On-notes-creation.PNG

    If you resolve your issue with the solution, then Mark My Answer as verified.

    Best Regards,

    Shahbaaz

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