web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Opportunity Sales Proc...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Opportunity Sales Process auto email workflow

(0) ShareShare
ReportReport
Posted on by erfanCali 5

Hi,

I'm having some issue with my workflow. I made a BPF with some new fields. just wanted to send some emails when they select "yes".  So let’s say field “site visit” selecting "yes" and save. It sent an email which is good. But then later on when I change the field “solution email sent” to "yes" then the flow running from the beginning and sending both of the emails. see the screenshot below:

pastedimage1622847466540v1.png

Also see my workflow

pastedimage1622847601998v2.png

also showing part of my BPF:

pastedimage1622847701452v3.png

 Just need to figure it out how we can sense it that if the email has been sent already then don’t send the email again.

Please advice ASAP if you can. thank you in advance.

I have the same question (0)
  • Suggested answer
    Wahaj Rashid Profile Picture
    Wahaj Rashid 11,321 on at

    Hi,

    Thank you for your query.

    I assume this workflow triggers on-change of all the fields used in the conditions.

    This means this workflow will send an email every time one of these fields is changed.

    For example:

    • You update the Field Site Visit to Yes:
      • Workflow runs:
        • Site Field Visit condition matches: sends an email
    • You update the Field Solution Emai sent:
      • workflow runs:
        • Site Field Visit condition matches: sends an email
        • Solution Emai sent condition matches: sends an email

    Just like that, every time it will send an email.

    To fix this, you have the following options:

    • Create separate workflows for each of this flag, which triggers only on a particular field change. For example:
      • One workflow that runs only on-change of Site visit
      • Another for the that runs on Solution Email field change, and so on.
    • Or create another flag for each of these fields and update this after you send the email. Then use this flag in the condition so it does not send email again.

    I prefer to create multiple workflows, this will make your life easier.

    To debug it, you can un-check Automatically Delete Succesful jobs to save disk space for time being.

    Then you can look at the workflow logs and understand what's happenidng.

  • Wahaj Rashid Profile Picture
    Wahaj Rashid 11,321 on at

    Is this issue resolved?

    If yes, please mark the appropriate answer as verified (Click 'Yes' under 'Did this answer your question?').

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Tom_Gioielli Profile Picture

Tom_Gioielli 183 Super User 2025 Season 2

#2
#ManoVerse Profile Picture

#ManoVerse 110

#3
Gerardo Rentería García Profile Picture

Gerardo Rentería Ga... 61 Most Valuable Professional

Last 30 days Overall leaderboard

Featured topics

Hide selecting Contact for potential customer when creating quote

Product updates

Dynamics 365 release plans