Skip to main content

Notifications

Microsoft Dynamics CRM forum
Unanswered

Email Workflow stops pulling Lead Data

Posted on by 93

We have a workflow that automatically sends an email to a lead 7 days after they request to review a product for purchase. It pulls data from the lead, and inserts it into parts of the email where I have put tags using the Form Assistant, (name, book title, name of the sales rep). It was working fine up until 9 AM CST this morning, but now, for whatever reason, it is no longer pulling data from the leads, and instead just has the tags, {First name(Lead)}, for example. The emails are still sending, but the customers and sales reps are getting confused. Our CRM is version 1612 (8.2.2.112) on-premises. 

Any ideas what happened?

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

Anton Venter – Community Spotlight

Kudos to our October Community Star of the month!

Announcing Our 2024 Season 2 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Dynamics 365 Community Newsletter - September 2024

Check out the latest community news

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 290,524 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 228,493 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,148

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans