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

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Email Alert when lead ...
Microsoft Dynamics CRM (Archived)

Email Alert when lead is assigned

(0) ShareShare
ReportReport
Posted on by Community Member

Hi everyone,

Just created a workflow to send an email alert out to the new owner when a new lead is assigned. 

Web leads are coming through to the Unassigned Leads view and then the manager will assign the leads to different users or each user will pick up leads for themselves. The problem I have is when each user will pick up leads on their own. They will still receive the warning email which is a little bit annoying as they already know about the lead.

Is there a way I can filter to send the email out only if the person assigning the lead is assigning it to another user but not to himself ?(so the current user and the new owner are different)

Thank you

 

 

*This post is locked for comments

I have the same question (0)
  • Verified answer
    Aiden Kaskela Profile Picture
    Aiden Kaskela 19,696 on at
    RE: Email Alert when lead is assigned

    That's the only way to find out who is running the workflow. If you tweaked the requirement so the new assignee always gets emailed, you would be able to do that with the built-in functionality. Sorry.

  • Community Member Profile Picture
    Community Member on at
    RE: Email Alert when lead is assigned

    Hi Vikas/Aiden,

    So is the custom workflow the only solution I have?

    Thanks

    Bobby

  • Verified answer
    Aiden Kaskela Profile Picture
    Aiden Kaskela 19,696 on at
    RE: Email Alert when lead is assigned

    Hi Bobby,

    Here's how you would get the workflow's executing user as an output parameter. If UserA reassigns the case and the workflow runs as UserA, this will let you use the user in your comparisons.

    www.crmanswers.net/.../get-current-user-inside-workflow.html

    Thanks,

     Aiden

  • Verified answer
    Community Member Profile Picture
    Community Member on at
    RE: Email Alert when lead is assigned

    You can check if the current user is same as the owner of the lead or not. If not, then only send the email. You might have to write a custom activity to output the user available in the context and then match it in the condition step with owner of the lead.

    Hope this helps.

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

News and Announcements

Join experts in person to explore low code and AI agents at the Power Platform Community Conference sponsored by Microsoft
Our Community Code of Conduct has been updated!

Quick Links

Responsible AI policies

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

Andrés Arias – Community Spotlight

We are honored to recognize Andrés Arias as our Community Spotlight honoree for…

Congratulations to the August Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
Aric Levin - MVP Profile Picture

Aric Levin - MVP 2 Moderator

#2
MA-04060624-0 Profile Picture

MA-04060624-0 1

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans