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Customer experience | Sales, Customer Insights,...
Suggested answer

Alert on creation of new address on customer

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Posted on by 20

Good day all

We have a requirement where our client need to be notified via email when an address has been added to a customer.

I've opened the advanced screen on the addresses section on the customer screen and added an alert but I receive no notifications or emails when an address is added to a customer. I've tested the functionality for customer creation and I do get a notification and email when a customer is created. 

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  • Suggested answer
    Kenneth Ariel Chaves Herrera Profile Picture
    on at
    RE: Alert on creation of new address on customer

    Hi,

    For achieving what you are looking for, follow this explanation:

    Triggering a Flow when Dynamics 365 fields have changed - YouTube

    If this was helpful, please check it as verified to help others finding useful information.

    Welcome to this amazing community.

  • Ram Prakash Profile Picture
    2,287 on at
    RE: Alert on creation of new address on customer

    Hello @Jean Du Toit,

    Try using OOB Workflow.

    Type : Workflow

    Triggering : When a new Record is Address (Record is Created)

    Step: Send an email

    That's it :)

    Please mark as Answer if it is helpful and provide Kudos

    Subscribe : www.youtube.com/.../UCnGNN3hdlKBOr6PXotskNLA

    Blog : microsoftcrmtechie.blogspot.com

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